Security key
963025887
Wheeler Real Estate Investment Trust, Inc. - Common Stock, $0.01 par value per share (WHLR)
CUSIP: 963025887
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / Common Stock, $0.01 par value per share
- Total 13F shares
- 23,915,558
- Total 13F value
- $7,296,690
- Share change
- +23,867,695
- SEC-reported price per share
- $0.31
- Number of holders
- 18
- Value change
- +$7,279,626
- Number of buys
- 13
- Number of sells
- 5
- Shares outstanding
- 1,455,041
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
18
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
Steamboat Capital Partner...
Disclosed value leader
Stilwell Value LLC
Comparable rows
0/15
Latest evidence
09 Oct 2023
13F
3/4/5
Highest disclosed value: $58,982,893
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 $58.98M.
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
Steamboat Capital Partners, LLC
$3.32M
Daniel Khoshaba
$313.8K
Stilwell Value LLC
$58.98M
Magnetar Financial LLC
$10.82M
MAGNOLIA GROUP, LLC
$3.44M
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 |
|---|---|---|---|---|---|
| Steamboat Capital Partners, LLC |
13F
3/4/5
Company · 10%+ Owner
|
—
mixed-class rows
|
$3,321,977
319,114 shares
|
— | 30 Sep 2023 |
| 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
|
$58,982,893
2,146,360 shares
mixed-class rows
|
— | 30 Sep 2023 |
| Magnetar Financial LLC |
13F
Company
|
—
mixed-class rows
|
$10,823,033
409,335 shares
mixed-class rows
|
— | 30 Sep 2023 |
| MAGNOLIA GROUP, LLC |
13F
Company
|
—
denominator unverified
|
$3,440,451
327,662 shares
|
— | 30 Sep 2023 |
| Bandera Partners LLC |
13F
Company
|
—
denominator unverified
|
$1,606,532
153,003 shares
|
— | 30 Sep 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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
18
Shares
23,915,558
Rows available
18
| 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 Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
11
Q4 2023 holders
18
Holder diff
7
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|