Security key
963025804
Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 (WHLRL)
CUSIP: 963025804
Q2 2023 13F Holders as of 30 Jun 2023
- Security type / class
- Equity / 7% SR NT 31
- Total 13F shares
- 1,196,090
- Total 13F value
- $55,267,483
- Share change
- -6,352
- SEC-reported price per share
- $46.19
- Number of holders
- 3
- Value change
- -$143,240
- Number of buys
- 1
- Number of sells
- 2
Report period
Q2 2023
Institutions
3
Top holders
3
WHLRL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Wheeler Real Estate Investment Trust, Inc. SEC filings
Wheeler Real Estate Investment Trust, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 963025804
Recent filing periods:
Ownership snapshot
Top reported holders of WHLRL - Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Daniel Khoshaba
Disclosed value leader
Stilwell Value LLC
Comparable rows
0/15
Latest evidence
31 Mar 2023
3/4/5
13F
Highest disclosed value: $38,892,726
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Stilwell Value LLC has the largest disclosed position value at $38.89M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Stilwell Value LLC's linked filing trail.
Disclosed position value
Top 5
Daniel Khoshaba
$313.8K
Stilwell Value LLC
$38.89M
Magnetar Financial LLC
$7.24M
Steamboat Capital Partners, LLC
$5.33M
MAGNOLIA GROUP, LLC
$4.12M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Daniel Khoshaba |
3/4/5
Chief Executive Officer, Director, 10%+ Owner
|
—
denominator unverified
|
$313,763
1,102,084 shares
|
— | 12 May 2021 |
| Stilwell Value LLC |
13F
Company
|
—
mixed-class rows
|
$38,892,726
3,084,566 shares
mixed-class rows
|
— | 31 Mar 2023 |
| Magnetar Financial LLC |
13F
Company
|
—
mixed-class rows
|
$7,235,826
425,774 shares
mixed-class rows
|
— | 31 Mar 2023 |
| Steamboat Capital Partners, LLC |
13F
Company
|
—
mixed-class rows
|
$5,334,474
659,497 shares
mixed-class rows
|
— | 31 Mar 2023 |
| MAGNOLIA GROUP, LLC |
13F
Company
|
—
denominator unverified
|
$4,115,435
327,662 shares
|
— | 31 Mar 2023 |
| JCP Investment Management, LLC |
13F
Company
|
—
denominator unverified
|
$3,466,963
276,252 shares
|
— | 31 Mar 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
3
Shares
1,196,090
Rows available
3
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2023 vs Q1 2026 Across Filers
Q1 2026 holders
5
Q2 2023 holders
3
Holder diff
-2
| Investor | Q1 2026 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend