Latest Period
Q4 2025
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 Q4 2025
Institutions Reporting
5
Shares (Excl. Options)
1,087,847
Price
$87.50
- Type / Class
- Equity / 7% SR NT 31
- Symbol
- WHLRL on Nasdaq
- Price per share
- $85.50
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 1,087,847
- Total reported value
- $88,694,939
- % of total 13F portfolios
- 0%
- Share change
- -185,948
- Value change
- -$5,126,373
- Number of holders
- 5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- WHLRL - Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 is tracked under CUSIP 963025804.
- 5 institutions reported positions in Q4 2025.
- Schedule 13D/13G significant owner rows are not currently available.
What Changed
- Holder count moved from 6 to 5 between Q3 2025 and Q4 2025.
- Reported value moved from $98,282,760 to $88,694,939.
Why This Matters
- 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.
Official SEC Source
Backed by Form 13F
Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.
See Original FilingInvestment Quick Answers
What is CUSIP 963025804?
CUSIP 963025804 identifies WHLRL - Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Continue Investment Research
- Latest 13F filings for new institutional portfolio disclosures.
- Latest Schedule 13D/13G reports for activist and beneficial ownership updates.
- Latest 10-Q/10-K reports to cross-check issuer fundamentals.
- Recent insider transactions for management buying/selling context.
- SEC investors directory and top value investors for manager-level discovery.
- All institutional ownership pages to compare adjacent CUSIP pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 963025804:
As of 31 Dec 2025, 5 institutional investors reported holding 1,087,847 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 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 |