Security Snapshot

Wheeler Real Estate Investment Trust, Inc. - Common Stock, $0.01 par value per share (WHLR) Institutional Ownership

CUSIP: 963025770

13F Institutional Holders and Ownership History from Q4 2025 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

5

Shares (Excl. Options)

165,657

Price

$0.92

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+108,558
Value change
+$73,892
Number of holders
5
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
2,345,580
SEC-reported price per share
$0.75
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • WHLR - Wheeler Real Estate Investment Trust, Inc. - Common Stock, $0.01 par value per share is tracked under CUSIP 963025770.
  • 5 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 1 to 5 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $97,068 to $170,960.

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 Form 13F

Latest holder context comes from 5 institutions filings for Q1 2026.

Open SEC evidence

Security key

963025770

Latest holder period

Q1 2026

13F holders

5

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
WHLR
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Magnetar Financial LLC 45% $2,680,998 1,055,511 Magnetar Financial LLC 28 Feb 2026

As of 31 Mar 2026, 5 institutional investors reported holding 165,657 shares of Wheeler Real Estate Investment Trust, Inc. - Common Stock, $0.01 par value per share (WHLR). This represents 7.1% of the company’s total 2,345,580 outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
2
Latest
Q1 2026
Rows shown
1-2 of 2
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 165,657 $170,960 +$73,892 $0.92 5
2025 Q4 57,099 $97,068 +$97,068 $1.70 1
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