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
MAGNOLIA GROUP, LLC
Disclosed value leader
Stilwell Value LLC
Comparable rows
4/15
Latest evidence
30 Jun 2023
13F
3/4/5
Lead comparable stake: 21%
11 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MAGNOLIA GROUP, LLC leads the comparable SEC ownership view at 21%.
4 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 MAGNOLIA GROUP, LLC's linked filing trail.
Comparable ownership
Top 4
MAGNOLIA GROUP, LLC
21%
JCP Investment Management, LLC
17%
Bandera Partners LLC
9.7%
Burgundy Asset Management Ltd.
2.6%
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 |
|---|---|---|---|---|---|
| MAGNOLIA GROUP, LLC |
13F
Company
|
21%
|
$4,095,775
327,662 shares
|
— | 30 Jun 2023 |
| JCP Investment Management, LLC |
13F
Company
|
17%
|
$3,453,150
276,252 shares
|
— | 30 Jun 2023 |
| Bandera Partners LLC |
13F
Company
|
9.7%
|
$1,912,538
153,003 shares
|
— | 30 Jun 2023 |
| Burgundy Asset Management Ltd. |
13F
Company
|
2.6%
|
$508,000
40,600 shares
|
— | 30 Jun 2023 |
| Daniel Khoshaba |
3/4/5
Chief Executive Officer, Director, 10%+ Owner
|
—
class O/S missing
|
$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 |
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 % |
|---|