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 Q4 2023?

3 institutional investors reported WHLRL - Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 for Q4 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

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class: Equity / 7% SR NT 31
Total 13F shares: 1,200,529
Share change: +1,001
Total reported value: $69,078,704
Price per share: $60.00
Number of holders: 3
Value change: +$57,117
Number of buys: 1

Quarterly Holders Quick Answers

What is CUSIP 963025804?
CUSIP 963025804 identifies WHLRL - Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 in SEC institutional holdings data.

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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q1 2024
Previous quarter: Q3 2023

Recent filing periods for CUSIP 963025804:

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

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. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Stilwell Value LLC	13F	Company	— mixed-class rows	2,146,360 mixed-class rows	$58,982,893	—	30 Sep 2023	13F
Magnetar Financial LLC	13F	Company	— mixed-class rows	409,335 mixed-class rows	$10,823,033	—	30 Sep 2023	13F
MAGNOLIA GROUP, LLC	13F	Company	21%	327,662	$3,440,451	—	30 Sep 2023	13F
Steamboat Capital Partners, LLC	13F 3/4/5	Company · 10%+ Owner	20%	319,114	$3,321,977	—	30 Sep 2023	13F 3/4/5
Bandera Partners LLC	13F	Company	9.7%	153,003	$1,606,532	—	30 Sep 2023	13F
JCP Investment Management, LLC	13F	Company	7.5%	117,778	$1,236,669	—	30 Sep 2023	13F
Daniel Khoshaba	3/4/5	Chief Executive Officer, Director, 10%+ Owner	— class O/S missing	1,102,084	$313,763	—	12 May 2021	3/4/5
Almitas Capital LLC	13F	Company	— class O/S missing	5,272	$289,960	—	30 Sep 2023	13F
NEXPOINT ASSET MANAGEMENT, L.P.	13F	Company	— class O/S missing	82,301	$123,452	—	30 Sep 2023	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	63,667	$95,500	—	30 Sep 2023	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	1.8%	25,841	$85,000	—	30 Sep 2023	13F
Corbin Capital Partners, L.P.	3/4/5 13F	Former 10% beneficial owner · Company	— class O/S missing	264,523	$75,310	—	09 Oct 2023	3/4/5 13F
Andrew R. Jones	3/4/5	Director	— class O/S missing	45,335	$71,321	—	18 May 2021	3/4/5
VANGUARD GROUP INC	13F	Company	0.88%	12,815	$42,033	—	30 Sep 2023	13F
OSAIC HOLDINGS, INC.	13F	Company	— mixed-class rows	20,434 mixed-class rows	$31,050	—	30 Sep 2023	13F
Paula Poskon	3/4/5	Former Director	— mixed-class rows	52,798 mixed-class rows	$24,993	—	30 Jun 2022	3/4/5
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	12,576	$19,000	—	30 Sep 2023	13F
BlackRock Finance, Inc.	13F	Company	0.33%	4,847	$15,898	—	30 Sep 2023	13F
CHILTON CAPITAL MANAGEMENT LLC	13F	Company	0.14%	2,000	$6,560	—	30 Sep 2023	13F
Crystal Plum	3/4/5	Chief Financial Officer	— class O/S missing	22,022	$6,270	—	13 Aug 2021	3/4/5
Tower Research Capital LLC (TRC)	13F	Company	0.09%	1,317	$4,320	—	30 Sep 2023	13F
JPMORGAN CHASE & CO	13F	Company	0.02%	362	$1,187	—	30 Sep 2023	13F
UBS Group AG	13F	Company	— class O/S missing	737	$1,106	—	30 Sep 2023	13F
Lowe Wealth Advisors, LLC	13F	Company	— class O/S missing	700	$1,050	—	30 Sep 2023	13F
NISA INVESTMENT ADVISORS, LLC	13F	Company	0.02%	250	$820	—	30 Sep 2023	13F
Colonial Trust Advisors	13F	Company	0.01%	200	$656	—	30 Sep 2023	13F
Stefani D. Carter	3/4/5	Director	— class O/S missing	1,800	$512	—	02 Jun 2021	3/4/5
WELLS FARGO & COMPANY/MN	13F	Company	0%	6	$19	—	30 Sep 2023	13F
MORGAN STANLEY	13F	Company	0%	1	$3	—	30 Sep 2023	13F

Institutional Holders of Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 (WHLRL) as of Q4 2023

As of 31 Dec 2023, Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 (WHLRL) was held by 3 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,200,529 shares. The largest 3 holders included Stilwell Value LLC, Magnetar Financial LLC, and Almitas Capital LLC. This page lists 3 institutional shareholders reporting positions in this security for the Q4 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders

Q4 2023 holders

Holder diff

Investor	Q3 2023 Shares	Q4 2023 Shares	Share Diff	Share Chg %	Q3 2023 Value $	Q4 2023 Value $	Value Diff $	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.