Latest Period
Q1 2026
Security Snapshot
Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 (WHLRL) Institutional Ownership
CUSIP: 963025804
13F Institutional Holders and Ownership History from Q1 2023 to Q1 2026
Institutions Reporting
5
Shares (Excl. Options)
1,087,847
Price
$80.15
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- Type / Class
- Equity / 7% SR NT 31
- Symbol
- WHLRL on Nasdaq
- Price per share
- $80.15
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,087,847
- Total reported value
- $90,147,568
- Share change
- 0
- Number of holders
- 5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- WHLRL - Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 is tracked under CUSIP 963025804.
- 5 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 5 to 5 between Q4 2025 and Q1 2026.
- Reported value moved from $88,694,939 to $90,147,568.
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
Open SEC Evidence
Latest holder context comes from 5 institutions filings for Q1 2026.
Security key
963025804
Latest holder period
Q1 2026
13F holders
5
13D/G owners
0
CIK / CUSIP context first
Open Q1 2026 holders
WHLRL full holder history
Wheeler Real Estate Investment Trust, Inc. SEC filings
Wheeler Real Estate Investment Trust, Inc. company facts
Wheeler Real Estate Investment Trust, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 963025804:
As of 31 Mar 2026, 5 institutional investors reported holding 1,087,847 shares of Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 (WHLRL).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
13
Latest
Q1 2026
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,087,847 | $90,147,568 | $80.15 | 5 | |
| 2025 Q4 | 1,087,847 | $88,694,939 | -$5,126,373 | $87.50 | 5 |
| 2025 Q3 | 1,273,795 | $98,282,760 | +$47,888 | $115.00 | 6 |
| 2025 Q2 | 1,268,534 | $101,635,409 | -$4,349,609 | $113.25 | 4 |
| 2025 Q1 | 1,290,284 | $106,939,483 | +$1,675,991 | $114.50 | 4 |
| 2024 Q4 | 1,202,513 | $84,624,330 | $78.77 | 2 | |
| 2024 Q3 | 1,202,513 | $88,686,443 | +$328,614 | $91.50 | 2 |
| 2024 Q2 | 1,197,496 | $78,103,356 | +$8,384 | $67.84 | 2 |
| 2024 Q1 | 1,197,365 | $74,899,789 | -$187,732 | $65.88 | 2 |
| 2023 Q4 | 1,200,529 | $69,078,704 | +$57,117 | $60.00 | 3 |
| 2023 Q3 | 1,199,528 | $65,974,040 | +$189,090 | $55.00 | 3 |
| 2023 Q2 | 1,196,090 | $55,267,483 | -$143,240 | $46.19 | 3 |
| 2023 Q1 | 1,202,442 | $42,085,470 | +$42,085,470 | $35.00 | 4 |