Form
SCHEDULE 13G/A
Passive or exempt beneficial ownership filing.
Ursa Fund Management, LLC - 31 Oct 2024 SCHEDULE 13G/A Report for Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock (WHLRD)
- Filing manager
- Ursa Fund Management, LLC
- Reporting owner
- Ursa Fund Management LLC
- Beneficially owned shares
- 315,000 shares
- Large-stake signal
-
Ownership
13%Beneficial ownership of this reported class.
Shares
315,000 sharesShares beneficially owned as disclosed.
Event date
31 Oct 2024Date tied to the ownership event or amendment.
Accepted by SEC
12 Mar 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
- 13%
- Symbol
- WHLRD
- Shares outstanding
- 2,357,784 shares
- SEC form
- SCHEDULE 13G/A
- Accepted by SEC
- 12 Mar 2025, 12:06:56 UTC
- Event date
- 31 Oct 2024
- 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
Ursa Fund Management, LLC disclosed 13% ownership in Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock (WHLRD) on 31 Oct 2024.
Key facts
- Ursa Fund Management, LLC filed SCHEDULE 13G/A for Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock (WHLRD).
- Disclosed ownership: 13%.
- Date of event: 31 Oct 2024.
Change
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 12 Mar 2025, 12:06.
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 (5)
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 |
|---|---|---|---|---|---|---|---|
| Ursa Fund Management LLC | 13% | 315,000 | 0 | 315,000 | /s/ Andrew Hahn | Andrew Hahn / Managing Member | |
| Ursa Fund Partners LP | 6.6% | 155,000 | 0 | 155,000 | /s/ Ursa Fund Management LLC | General Partner of Ursa Fund Partners LP | |
| Investment Opportunities 14 Segregated Portfolio | 6.8% | 160,000 | 0 | 160,000 | /s/ Ursa Fund Management LLC | Investment Manager of Investment Opportunities 14 Segregated Portfolio | |
| Andrew Hahn | 13% | 315,000 | 0 | 315,000 | /s/ Andrew Hahn | Andrew Hahn / Individual | |
| Russell Douglas | 13% | 315,000 | 0 | 315,000 | /s/ Russell Douglas | Russell Douglas / Individual |
CIK / CUSIP context first