Security key
963025804
Wheeler Real Estate Investment Trust, Inc. - 7% SR NT 31 (WHLRL)
CUSIP: 963025804
Q1 2026 13F Holders as of 31 Mar 2026
- Security type / class
- Equity / 7% SR NT 31
- Total 13F shares
- 1,087,847
- Total 13F value
- $90,147,568
- Share change
- 0
- SEC-reported price per share
- $80.15
- Number of holders
- 5
Report period
Q1 2026
Institutions
5
Top holders
5
WHLRL full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q4 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
Stilwell Joseph
Disclosed value leader
Ursa Fund Management, LLC
Comparable rows
13/15
Latest evidence
30 Jan 2026
13D/G
13F
3/4/5
Lead comparable stake: 50%
2 rows are not safely comparable across share classes.
13D/G row: Stilwell Joseph
Showing 1-6 of 15 holder rows.
Quick read
Stilwell Joseph leads the comparable SEC ownership view at 50%.
13 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 Joseph's linked filing trail.
Comparable ownership
Top 5
Stilwell Joseph
50%
Magnetar Financial LLC
45%
Howard Amster
24%
Ursa Fund Management, LLC
13%
AY2 Capital LLC
9.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Stilwell Joseph |
13D/G
Stilwell Value Partners VII, L.P.
|
50%
|
$3,734,635
1,265,978 shares
|
$0 | 20 Nov 2025 |
| Magnetar Financial LLC |
13F
13D/G
Company
|
45%
from 13D/G
|
$17,904,292
409,335 shares
mixed-class rows
|
— | 31 Dec 2025 |
| Howard Amster |
13D/G
Amster Howard
|
24%
|
—
371,449 shares
|
$0 | 30 Jan 2026 |
| Ursa Fund Management, LLC |
3/4/5
13D/G
13F
10%+ Owner · Company
|
13%
from 13D/G
|
$19,987,707
561,880 shares
mixed-class rows
|
— | 06 Jan 2025 |
| AY2 Capital LLC |
13D/G
|
9.8%
|
$17,111
142,594 shares
|
$0 | 31 Dec 2024 |
| JANE STREET GROUP, LLC |
13F
Company
|
1.7%
|
$62,176
36,574 shares
|
— | 31 Dec 2025 |
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 Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
5
Shares
1,087,847
Rows available
5
| 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 Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
5
Q1 2026 holders
5
Holder diff
0
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend