Security key
963025887
Wheeler Real Estate Investment Trust, Inc. - Common Stock, $0.01 par value per share (WHLR)
CUSIP: 963025887
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / Common Stock, $0.01 par value per share
- Total 13F shares
- 47,863
- Total 13F value
- $157,231
- Share change
- +47,863
- SEC-reported price per share
- $3.28
- Number of holders
- 11
- Value change
- +$157,231
- Number of buys
- 11
- Shares outstanding
- 1,455,041
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
11
Top holders
10
WHLR full security history
Ownership snapshot
Full 13F holder table
Wheeler Real Estate Investment Trust, Inc. SEC filings
Wheeler Real Estate Investment Trust, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of WHLR - Wheeler Real Estate Investment Trust, Inc. - Common Stock, $0.01 par value per share (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
30 Jun 2023
3/4/5
13F
Highest disclosed value: $50,821,221
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 $50.82M.
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
$50.82M
Magnetar Financial LLC
$9.66M
Steamboat Capital Partners, LLC
$5.22M
MAGNOLIA GROUP, LLC
$4.1M
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
|
$50,821,221
3,206,129 shares
mixed-class rows
|
— | 30 Jun 2023 |
| Magnetar Financial LLC |
13F
Company
|
—
mixed-class rows
|
$9,659,158
448,969 shares
mixed-class rows
|
— | 30 Jun 2023 |
| Steamboat Capital Partners, LLC |
13F
Company
|
—
mixed-class rows
|
$5,216,048
651,989 shares
mixed-class rows
|
— | 30 Jun 2023 |
| MAGNOLIA GROUP, LLC |
13F
Company
|
—
denominator unverified
|
$4,095,775
327,662 shares
|
— | 30 Jun 2023 |
| JCP Investment Management, LLC |
13F
Company
|
—
denominator unverified
|
$3,453,150
276,252 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
11
Shares
47,863
Rows available
11
| 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 Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
0
Q3 2023 holders
11
Holder diff
11
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|