Security key
963025606
Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD)
CUSIP: 963025606
Q4 2022 13F Holders as of 31 Dec 2022
- Security type / class
- Equity / SERIES D CUMULATIVE PREFERRED STOCK
- Total 13F shares
- 1,506,746
- Total 13F value
- $19,339,047
- Share change
- +92,286
- SEC-reported price per share
- $12.84
- Number of holders
- 12
- Value change
- +$1,415,862
- Number of buys
- 4
- Number of sells
- 6
- Shares outstanding
- 1,580,634
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2022
Institutions
12
Top holders
10
WHLRD full security history
Ownership snapshot
Full 13F holder table
Wheeler Real Estate Investment Trust, Inc. SEC filings
Wheeler Real Estate Investment Trust, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of WHLRD - Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Daniel Khoshaba
Disclosed value leader
Steamboat Capital Partner...
Comparable rows
0/15
Latest evidence
30 Sep 2022
3/4/5
13F
Highest disclosed value: $5,062,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Steamboat Capital Partners, LLC has the largest disclosed position value at $5.06M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Steamboat Capital Partners, LLC's linked filing trail.
Disclosed position value
Top 5
Daniel Khoshaba
$313.8K
Steamboat Capital Partners, LLC
$5.06M
MAGNOLIA GROUP, LLC
$3.82M
JCP Investment Management, LLC
$3.55M
Stilwell Value LLC
$2.54M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Daniel Khoshaba |
3/4/5
Chief Executive Officer, Director, 10%+ Owner
|
—
denominator unverified
|
$313,763
1,102,084 shares
|
— | 12 May 2021 |
| Steamboat Capital Partners, LLC |
13F
Company
|
—
mixed-class rows
|
$5,062,000
609,497 shares
mixed-class rows
|
— | 30 Sep 2022 |
| MAGNOLIA GROUP, LLC |
13F
Company
|
—
denominator unverified
|
$3,824,000
327,662 shares
|
— | 30 Sep 2022 |
| JCP Investment Management, LLC |
13F
Company
|
—
denominator unverified
|
$3,554,000
305,883 shares
|
— | 30 Sep 2022 |
| Stilwell Value LLC |
13F
Company
|
—
mixed-class rows
|
$2,537,000
1,267,486 shares
mixed-class rows
|
— | 30 Sep 2022 |
| Eidelman Virant Capital |
13F
Company
|
—
denominator unverified
|
$880,000
699,000 shares
|
— | 30 Sep 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
12
Shares
1,506,746
Rows available
12
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
12
Q4 2022 holders
12
Holder diff
0
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 value | Q4 2022 value | Value change | Value Chg % |
|---|