Security key
963025606
Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD)
CUSIP: 963025606
Q2 2024 13F Holders as of 30 Jun 2024
- Security type / class
- Equity / SERIES D CUMULATIVE PREFERRED STOCK
- Total 13F shares
- 86,263
- Total 13F value
- $1,598,022
- Share change
- -52,482
- SEC-reported price per share
- $18.52
- Number of holders
- 1
- Value change
- -$972,229
- Number of sells
- 1
- Shares outstanding
- 1,580,634
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2024
Institutions
1
Top holders
1
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
Stilwell Value LLC
Comparable rows
0/15
Latest evidence
31 Mar 2024
3/4/5
13F
Highest disclosed value: $68,047,717
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Stilwell Value LLC has the largest disclosed position value at $68.05M.
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 Stilwell Value LLC's linked filing trail.
Disclosed position value
Top 5
Daniel Khoshaba
$313.8K
Steamboat Capital Partners, LLC
$46.2K
Stilwell Value LLC
$68.05M
Magnetar Financial LLC
$13.87M
Cable Car Capital, LP
$2.1M
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 |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$46,225
10,643 shares
mixed-class rows
|
— | 07 Nov 2023 |
| Stilwell Value LLC |
13F
Company
|
—
mixed-class rows
|
$68,047,717
35,735,998 shares
mixed-class rows
|
— | 31 Mar 2024 |
| Magnetar Financial LLC |
13F
Company
|
—
mixed-class rows
|
$13,873,290
409,335 shares
mixed-class rows
|
— | 31 Mar 2024 |
| Cable Car Capital, LP |
13F
Company
|
—
denominator unverified
|
$2,096,520
138,745 shares
|
— | 31 Mar 2024 |
| Bandera Partners LLC |
13F
Company
|
—
denominator unverified
|
$382,344
2,435,309 shares
|
— | 31 Mar 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
86,263
Rows available
1
| 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 2024 vs Q1 2024 Across Filers
Q1 2024 holders
1
Q2 2024 holders
1
Holder diff
0
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q2 2024 value | Value change | Value Chg % |
|---|