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

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
WHLR on Nasdaq
Shares outstanding
2,532,462
Price per share
$1.99
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
109,537
Total reported value
$685,710
% of total 13F portfolios
0%
Share change
+109,537
Value change
+$685,710
Number of holders
5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Wheeler Real Estate Investment Trust, Inc. - Common Stock, par value $0.01 per share (WHLR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Stilwell Joseph 50% $3,734,635 1,265,978 Stilwell Value Partners VII, L.P. 20 Nov 2025
Magnetar Financial LLC 9.8% $617,328 102,888 Magnetar Financial LLC 30 Sep 2025

As of 30 Sep 2025, 5 institutional investors reported holding 109,537 shares of Wheeler Real Estate Investment Trust, Inc. - Common Stock, par value $0.01 per share (WHLR). This represents 4.3% of the company’s total 2,532,462 outstanding shares.

Institutional Holders of Wheeler Real Estate Investment Trust, Inc. - Common Stock, par value $0.01 per share (WHLR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 0 $0 -$673,951 $1.99 0
2025 Q3 109,537 $685,710 +$685,710 $6.26 5