Security key
963025606
Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD)
CUSIP: 963025606
Q2 2023 13F Holders as of 30 Jun 2023
- Security type / class
- Equity / SERIES D CUMULATIVE PREFERRED STOCK
- Total 13F shares
- 1,650,480
- Total 13F value
- $20,529,444
- Share change
- +117,473
- SEC-reported price per share
- $12.50
- Number of holders
- 13
- Value change
- +$1,484,973
- Number of buys
- 3
- Number of sells
- 3
- Shares outstanding
- 1,580,634
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2023
Institutions
13
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
MAGNOLIA GROUP, LLC
Disclosed value leader
Stilwell Value LLC
Comparable rows
5/15
Latest evidence
31 Mar 2023
13F
3/4/5
Lead comparable stake: 21%
10 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MAGNOLIA GROUP, LLC leads the comparable SEC ownership view at 21%.
5 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 MAGNOLIA GROUP, LLC's linked filing trail.
Comparable ownership
Top 5
MAGNOLIA GROUP, LLC
21%
JCP Investment Management, LLC
17%
Bandera Partners LLC
9.7%
Almitas Capital LLC
9.5%
Burgundy Asset Management Ltd.
2.6%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MAGNOLIA GROUP, LLC |
13F
Company
|
21%
|
$4,115,435
327,662 shares
|
— | 31 Mar 2023 |
| JCP Investment Management, LLC |
13F
Company
|
17%
|
$3,466,963
276,252 shares
|
— | 31 Mar 2023 |
| Bandera Partners LLC |
13F
Company
|
9.7%
|
$1,920,188
153,003 shares
|
— | 31 Mar 2023 |
| Almitas Capital LLC |
13F
Company
|
9.5%
|
$1,884,972
150,197 shares
|
— | 31 Mar 2023 |
| Burgundy Asset Management Ltd. |
13F
Company
|
2.6%
|
$510,000
40,600 shares
|
— | 31 Mar 2023 |
| Daniel Khoshaba |
3/4/5
Chief Executive Officer, Director, 10%+ Owner
|
—
class O/S missing
|
$313,763
1,102,084 shares
|
— | 12 May 2021 |
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 Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
13
Shares
1,650,480
Rows available
13
| 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 Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
13
Q2 2023 holders
13
Holder diff
0
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|