What does CUSIP 963025309 represent in this 13F holders report?

CUSIP 963025309 is the security identifier for WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B used to aggregate holder disclosures.

How many institutions held WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B in Q2 2025?

8 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q2 2025. Use the holders table for investor-level position and value details.

WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP)

CUSIP: 963025309

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class: Equity / CV PFD SER B
Total 13F shares: 1,300,524
Share change: +492,147
Total reported value: $5,151,166
Price per share: $3.96
Number of holders: 8
Value change: +$1,949,993
Number of buys: 7
Number of sells: 1

Quarterly Holders Quick Answers

What is CUSIP 963025309?
CUSIP 963025309 identifies WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B in SEC institutional holdings data.

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Back to full security ownership history for the broader multi-quarter picture.
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SEC investors directory for manager drilldown.

Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q3 2025
Previous quarter: Q1 2025

Recent filing periods for CUSIP 963025309:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Stilwell Value LLC	13F	Company	— mixed-class rows	1,822,418 mixed-class rows	$79,101,519	—	31 Mar 2025	13F
Magnetar Financial LLC	13F 13D/G	Company	9.8% from 13D/G	190,823	$29,386,742	—	31 Mar 2025	13F 13D/G
Ursa Fund Management, LLC	3/4/5 13D/G	10%+ Owner	13% from 13D/G	561,880 mixed-class rows	$19,987,707	—	06 Jan 2025	3/4/5 13D/G
MAGNOLIA CAPITAL FUND, LP	3/4/5	10%+ Owner	— class O/S missing	249,626	$5,092,370	—	17 Sep 2024	3/4/5
Stilwell Joseph	13D/G	Stilwell Value Partners VII, L.P.	50%	556,868	$1,108,167	$0	11 Jun 2025	13D/G
Almitas Capital LLC	13F	Company	— class O/S missing	5,271	$966,491	—	31 Mar 2025	13F
Daniel Khoshaba	3/4/5	Chief Executive Officer, Director, 10%+ Owner	— class O/S missing	1,102,084	$313,763	—	12 May 2021	3/4/5
Corbin Capital Partners, L.P.	3/4/5	Former 10% beneficial owner	— class O/S missing	264,523	$75,310	—	09 Oct 2023	3/4/5
Andrew R. Jones	3/4/5	Director	— class O/S missing	45,335	$71,321	—	18 May 2021	3/4/5
Steamboat Capital Partners, LLC	3/4/5	10%+ Owner	— mixed-class rows	10,643 mixed-class rows	$46,225	—	07 Nov 2023	3/4/5
UBS Group AG	13F	Company	2%	13,077	$41,323	—	31 Mar 2025	13F
Paula Poskon	3/4/5	Former Director	— mixed-class rows	52,798 mixed-class rows	$24,993	—	30 Jun 2022	3/4/5
AY2 Capital LLC	13D/G	—	9.8%	142,594	$17,111	$0	31 Dec 2024	13D/G
Crystal Plum	3/4/5	Chief Financial Officer	— class O/S missing	22,022	$6,270	—	13 Aug 2021	3/4/5
Tower Research Capital LLC (TRC)	13F	Company	0.12%	792	$2,503	—	31 Mar 2025	13F
Stefani D. Carter	3/4/5	Director	— class O/S missing	1,800	$512	—	02 Jun 2021	3/4/5
MORGAN STANLEY	13F	Company	0.01%	83	$262	—	31 Mar 2025	13F
Park Square Financial Group, LLC	13F	Company	0%	8	$25	—	31 Mar 2025	13F
JPMORGAN CHASE & CO	13F	Company	0%	1	$3	—	31 Mar 2025	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q2 2025

As of 30 Jun 2025, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 8 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,300,524 shares. The largest 8 holders included STILWELL VALUE LLC, Magnetar Financial LLC, Ursa Fund Management, LLC, NEXPOINT ASSET MANAGEMENT, L.P., WOLVERINE ASSET MANAGEMENT LLC, LPL Financial LLC, CLEAR STREET LLC, and OSAIC HOLDINGS, INC.. This page lists 8 institutional shareholders reporting positions in this security for the Q2 2025 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders

Q2 2025 holders

Holder diff

Investor	Q1 2025 Shares	Q2 2025 Shares	Share Diff	Share Chg %	Q1 2025 Value $	Q2 2025 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.