Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 (WHLRL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2023 to Q3 2025

Type / Class
Equity / 7% SR NT 31
Symbol
WHLRL on Nasdaq
Price per share
$93.11
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,273,795
Total reported value
$98,282,760
% of total 13F portfolios
0%
Share change
+5,261
Value change
+$47,888
Number of holders
6
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 6 institutional investors reported holding 1,273,795 shares of Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 (WHLRL).

Institutional Holders of Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 (WHLRL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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