13F reference period
n/a
Security Snapshot
Wheeler Real Estate Investment Trust, Inc. - Common Stock, $0.01 par value per share (WHLR) Institutional Ownership
CUSIP: 963025887
13F Institutional Holders and Ownership History from Q3 2023 to Q2 2024
Institutions Reporting
Shares (Excl. Options)
n/a
Price
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Common Stock, $0.01 par value per share
- Symbol
- WHLR on Nasdaq
- Shares outstanding
- 1,455,041
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- WHLR - Wheeler Real Estate Investment Trust, Inc. - Common Stock, $0.01 par value per share is tracked under CUSIP 963025887.
- 13F reference-period holder data is not available.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder data for the Q2 2026 reference period is not available.
- Available periods remain in the history table; they do not substitute for the headline period.
Research use
- 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.
Evidence
Source: SEC Schedule 13D/G
Open SEC evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Security key
963025887
13F reference period
n/a
13F holders
13D/G owners
1
CIK / CUSIP context first
WHLR full holder history
Wheeler Real Estate Investment Trust, Inc. SEC filings
Wheeler Real Estate Investment Trust, Inc. company facts
Wheeler Real Estate Investment Trust, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 963025887:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
WHLR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| AY2 Capital LLC | 9.8% | $17,111 | 142,594 | AY2 Capital LLC | 31 Dec 2024 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Headline period
n/a
Rows shown
1-4 of 4