Latest Period
n/a
Security Snapshot
Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) Institutional Ownership
CUSIP: 963025606
13F Institutional Holders and Ownership History from Q3 2016 to Q1 2025
Institutions Reporting
Shares (Excl. Options)
Price
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- Security type / class
- Equity / SERIES D CUMULATIVE PREFERRED STOCK
- Symbol
- WHLRD on Nasdaq
- Shares outstanding
- 1,580,634
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- WHLRD - Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK is tracked under CUSIP 963025606.
- Latest finished 13F holder period is not available.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 1 to 0 between Q4 2024 and Q1 2025.
- SEC-reported value moved from $1,175,569 to $0.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Schedule 13D/G
Open SEC evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Security key
963025606
Latest holder period
n/a
13F holders
13D/G owners
2
CIK / CUSIP context first
WHLRD full holder history
Wheeler Real Estate Investment Trust, Inc. SEC filings
Wheeler Real Estate Investment Trust, Inc. company facts
Wheeler Real Estate Investment Trust, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 963025606:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
WHLRD
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Amster Howard | 24% | 371,449 | Amster Howard | 30 Jan 2026 | ||||
| Ursa Fund Management, LLC | 13% | $8,549,100 | 315,000 | Ursa Fund Management LLC | 31 Oct 2024 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
35
Latest
n/a
Rows shown
1-25 of 35
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q1 | 0 | $0 | -$1,175,569 | 0 | |
| 2024 Q4 | 43,315 | $1,175,569 | +$1,873 | $27.14 | 1 |
| 2024 Q3 | 43,246 | $918,978 | -$914,112 | $21.25 | 1 |
| 2024 Q2 | 86,263 | $1,598,022 | -$972,229 | $18.52 | 1 |
| 2024 Q1 | 138,745 | $2,096,520 | -$1,615,603 | $15.11 | 1 |
| 2023 Q4 | 257,191 | $3,423,450 | -$11,201,750 | $13.34 | 2 |
| 2023 Q3 | 1,125,270 | $11,786,616 | -$6,004,351 | $10.50 | 5 |
| 2023 Q2 | 1,650,480 | $20,529,444 | +$1,484,973 | $12.50 | 13 |
| 2023 Q1 | 1,533,007 | $19,223,349 | +$329,205 | $12.55 | 13 |
| 2022 Q4 | 1,506,746 | $19,339,047 | +$1,415,862 | $12.84 | 12 |
| 2022 Q3 | 1,414,460 | $16,460,000 | -$400,067 | $11.63 | 12 |
| 2022 Q2 | 1,445,416 | $19,235,000 | +$341,677 | $13.26 | 15 |
| 2022 Q1 | 1,418,213 | $20,423,000 | +$4,091,631 | $14.41 | 15 |
| 2021 Q4 | 1,125,784 | $17,117,000 | +$11,463,000 | $15.20 | 15 |
| 2021 Q3 | 59,529 | $1,003,000 | -$167,310 | $16.85 | 1 |
| 2021 Q2 | 69,459 | $1,245,000 | -$1,196,264 | $17.92 | 1 |
| 2021 Q1 | 136,199 | $2,453,000 | -$12,710,775 | $18.01 | 1 |
| 2020 Q4 | 842,304 | $15,166,000 | -$21,768,000 | $18.03 | 3 |
| 2020 Q3 | 2,331,232 | $35,240,000 | -$587,176 | $15.17 | 12 |
| 2020 Q2 | 2,397,730 | $28,269,000 | +$250,896 | $11.60 | 12 |
| 2020 Q1 | 2,381,064 | $21,144,000 | +$67,010 | $8.82 | 13 |
| 2019 Q4 | 2,293,832 | $34,446,000 | +$1,951,507 | $14.99 | 14 |
| 2019 Q3 | 2,180,449 | $30,732,000 | -$221,134 | $14.18 | 15 |
| 2019 Q2 | 2,162,772 | $32,360,000 | +$2,311,812 | $15.03 | 16 |
| 2019 Q1 | 1,877,156 | $26,315,000 | -$569,027 | $14.02 | 16 |