What does CUSIP 963025804 represent in this 13F holders report?

CUSIP 963025804 is the security identifier for WHLRL - Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 used to aggregate holder disclosures.

How many institutions held WHLRL - Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 in Q3 2023?

3 institutional investors reported WHLRL - Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 for Q3 2023. Use the holders table for investor-level position and value details.

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

CUSIP: 963025804

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class: Equity / 7% SR NT 31
Total 13F shares: 1,199,528
Share change: +3,438
Total reported value: $65,974,040
Price per share: $55.00
Number of holders: 3
Value change: +$189,090
Number of buys: 1

Security key

963025804

Report period

Q3 2023

Institutions

Top holders

WHLRL full security history Ownership snapshot Full 13F holder table Newer quarter: Q4 2023 Previous quarter: Q2 2023 Wheeler Real Estate Investment Trust, Inc. SEC filings Wheeler Real Estate Investment Trust, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 963025804

Newer quarter: Q4 2023 Previous quarter: Q2 2023

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Ownership snapshot

Top shareholders 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.

Lead holder

MAGNOLIA GROUP, LLC

13D/G signal

—

Evidence rows

Latest as of

30 Jun 2023

13F 3/4/5 Lead comparable stake: 21% Showing first 8 of 36 holder rows. Open remaining rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
MAGNOLIA GROUP, LLC	13F Company 13F	21%	$4,095,775 327,662 shares	—	30 Jun 2023
JCP Investment Management, LLC	13F Company 13F	17%	$3,453,150 276,252 shares	—	30 Jun 2023
Bandera Partners LLC	13F Company 13F	9.7%	$1,912,538 153,003 shares	—	30 Jun 2023
Burgundy Asset Management Ltd.	13F Company 13F	2.6%	$508,000 40,600 shares	—	30 Jun 2023
Daniel Khoshaba	3/4/5 Chief Executive Officer, Director, 10%+ Owner 3/4/5	— class O/S missing	$313,763 1,102,084 shares	—	12 May 2021
Stilwell Value LLC	13F Company 13F	— mixed-class rows	$50,821,221 3,206,129 shares mixed-class rows	—	30 Jun 2023
Magnetar Financial LLC	13F Company 13F	— mixed-class rows	$9,659,158 448,969 shares mixed-class rows	—	30 Jun 2023
Steamboat Capital Partners, LLC	13F Company 13F	— mixed-class rows	$5,216,048 651,989 shares mixed-class rows	—	30 Jun 2023

Show 28 additional holder rows in the full holder list

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Almitas Capital LLC	13F Company 13F	— mixed-class rows	$1,776,380 134,459 shares mixed-class rows	—	30 Jun 2023
NEXPOINT ASSET MANAGEMENT, L.P.	13F Company 13F	— mixed-class rows	$722,932 129,601 shares mixed-class rows	—	30 Jun 2023
Corbin Capital Partners, L.P.	13F Company 13F	— mixed-class rows	$580,000 90,000 shares mixed-class rows	—	30 Jun 2023
Krilogy Financial LLC	13F Company 13F	— class O/S missing	$391,160 635,000 shares	—	30 Jun 2023
VANGUARD GROUP INC	13F Company 13F	— class O/S missing	$152,871 248,166 shares	—	30 Jun 2023
WOLVERINE ASSET MANAGEMENT LLC	13F Company 13F	— mixed-class rows	$105,112 68,936 shares mixed-class rows	—	30 Jun 2023
Andrew R. Jones	3/4/5 Director 3/4/5	— class O/S missing	$71,321 45,335 shares	—	18 May 2021
RENAISSANCE TECHNOLOGIES LLC	13F Company 13F	— class O/S missing	$62,000 101,346 shares	—	30 Jun 2023
OSAIC HOLDINGS, INC.	13F Company 13F	— mixed-class rows	$45,862 23,655 shares mixed-class rows	—	30 Jun 2023
GEODE CAPITAL MANAGEMENT, LLC	13F Company 13F	— class O/S missing	$44,945 72,963 shares	—	30 Jun 2023
BlackRock Finance, Inc.	13F Company 13F	— class O/S missing	$29,866 48,485 shares	—	30 Jun 2023
STATE STREET CORP	13F Company 13F	— class O/S missing	$28,826 46,796 shares	—	30 Jun 2023
COMMONWEALTH EQUITY SERVICES, LLC	13F Company 13F	— class O/S missing	$27,000 17,060 shares	—	30 Jun 2023
Paula Poskon	3/4/5 Former Director 3/4/5	— mixed-class rows	$24,993 52,798 shares mixed-class rows	—	30 Jun 2022
CHILTON CAPITAL MANAGEMENT LLC	13F Company 13F	— mixed-class rows	$24,820 21,000 shares mixed-class rows	—	30 Jun 2023
JANE STREET GROUP, LLC	13F Company 13F	— class O/S missing	$10,088 16,376 shares	—	30 Jun 2023
NORTHERN TRUST CORP	13F Company 13F	— class O/S missing	$7,707 12,511 shares	—	30 Jun 2023
MILLENNIUM MANAGEMENT LLC	13F Company 13F	— class O/S missing	$7,165 11,632 shares	—	30 Jun 2023
Crystal Plum	3/4/5 Chief Financial Officer 3/4/5	— class O/S missing	$6,270 22,022 shares	—	13 Aug 2021
Tower Research Capital LLC (TRC)	13F Company 13F	— mixed-class rows	$1,723 2,779 shares mixed-class rows	—	30 Jun 2023
NISA INVESTMENT ADVISORS, LLC	13F Company 13F	— class O/S missing	$1,540 2,500 shares	—	30 Jun 2023
Lowe Wealth Advisors, LLC	13F Company 13F	— class O/S missing	$1,440 900 shares	—	30 Jun 2023
Colonial Trust Advisors	13F Company 13F	— class O/S missing	$1,232 2,000 shares	—	30 Jun 2023
Amundi	13F Individual 13F	— class O/S missing	$730 1,241 shares	—	30 Jun 2023
Stefani D. Carter	3/4/5 Director 3/4/5	— class O/S missing	$512 1,800 shares	—	02 Jun 2021
UBS Group AG	13F Company 13F	— class O/S missing	$198 124 shares	—	30 Jun 2023
WELLS FARGO & COMPANY/MN	13F Company 13F	— class O/S missing	$26 43 shares	—	30 Jun 2023
MORGAN STANLEY	13F Company 13F	— class O/S missing	$7 12 shares	—	30 Jun 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 Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

1,199,528

Rows loaded

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

* 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. An asterisk next to the price means the price is likely invalid.

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders

Q3 2023 holders

Holder diff

Investor	Q2 2023 Shares	Q3 2023 Shares	Share Diff	Share Chg %	Q2 2023 value	Q3 2023 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend