Form
SCHEDULE 13D/A
Active or control-oriented beneficial ownership filing.
Stilwell Joseph - 11 Jun 2025 SCHEDULE 13D/A Report for Wheeler Real Estate Investment Trust, Inc. Common Stock, par value $0.01 per share (WHLR)
- Filing manager
- Stilwell Joseph
- Reporting owner
- Stilwell Value Partners VII, L.P.
- Beneficially owned shares
- 556,868 shares
- Large-stake signal
-
Ownership
50%Beneficial ownership of this reported class.
Shares
556,868 sharesShares beneficially owned as disclosed.
Event date
11 Jun 2025Date tied to the ownership event or amendment.
Accepted by SEC
13 Jun 2025EDGAR acceptance date.
How to read this large-stake filing
- Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
- Compare this filing with the holder history and issuer page before treating the percentage as a current position.
- Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
- Class ownership
- 50%
- Symbol
- WHLR
- Shares outstanding
- 1,113,959 shares
- SEC form
- SCHEDULE 13D/A
- Accepted by SEC
- 13 Jun 2025, 21:46:30 UTC
- Event date
- 11 Jun 2025
- Source filing
- View source filing
Ownership signal
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Subject security
Names, identifiers, and filing context for this profile.
2 source fields
Source evidence
Original filing metadata and source links for verification.
4 source fields
Key filing fact
Stilwell Joseph disclosed 50% ownership in Wheeler Real Estate Investment Trust, Inc. Common Stock, par value $0.01 per share (WHLR) on 11 Jun 2025.
Key facts
- Stilwell Joseph filed SCHEDULE 13D/A for Wheeler Real Estate Investment Trust, Inc. Common Stock, par value $0.01 per share (WHLR).
- Disclosed ownership: 50%.
- Date of event: 11 Jun 2025.
Change
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 13 Jun 2025, 21:46.
Research use
- This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
- Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.
Evidence
Backed by Schedule 13D/13G
View source filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting persons
Disclosed reporting parties (6)
Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.
| Name | Ownership | Shares owned | Sole voting power | Shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Stilwell Value Partners VII, L.P. | 50% | 556,868 | 0 | 556,868 | /s/ Megan Parisi | Megan Parisi, Member of Stilwell Value LLC, its General Partner | 0001555931 |
| Stilwell Activist Fund, L.P. | 50% | 556,868 | 0 | 556,868 | /s/ Megan Parisi | Megan Parisi, Member of Stilwell Value LLC, its General Partner | 0001564452 |
| Stilwell Activist Investments, L.P. | 50% | 556,868 | 0 | 556,868 | /s/ Megan Parisi | Megan Parisi, Member of Stilwell Value LLC, its General Partner | 0001573720 |
| STILWELL ASSOCIATES L P | 50% | 556,868 | 0 | 556,868 | /s/ Megan Parisi | Megan Parisi, Member of Stilwell Value LLC, its General Partner | 0000913960 |
| Stilwell Value LLC | 50% | 556,868 | 0 | 556,868 | /s/ Megan Parisi | Megan Parisi, Member | 0001397076 |
| STILWELL JOSEPH | 50% | 556,868 | 0 | 556,868 | /s/ Joseph Stilwell | Joseph Stilwell* | 0001113303 |
CIK / CUSIP context first