Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2016 to Q1 2025

Type / Class
Equity / SERIES D CUMULATIVE PREFERRED STOCK
Symbol
WHLRD on Nasdaq
Shares outstanding
1,580,634
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) based on Schedule 13D/G filings

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

Institutional Holders of Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) across Reporting Periods

Period Reported 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
2018 Q4 1,935,291 $18,669,000 -$7,617,361 $9.65 18
2018 Q3 2,336,256 $47,999,000 -$2,646,644 $20.96 18
2018 Q2 2,474,518 $45,796,000 -$339,988 $18.56 21
2018 Q1 2,499,902 $38,957,617 +$12,462,903 $15.63 19
2017 Q4 1,646,753 $33,250,782 -$330,278 $20.10 14
2017 Q3 1,221,091 $27,447,000 +$838,870 $22.52 11
2017 Q2 1,183,474 $27,233,000 +$131,162 $23.05 12
2017 Q1 1,177,735 $30,608,000 -$1,059,447 $26.00 10
2016 Q4 1,223,869 $28,754,000 +$6,402,464 $23.50 11
2016 Q3 950,145 $24,229,000 +$20,149,000 $25.50 10