Institutional Ownership
Wheeler Real Estate Invt Tr
CUSIP 963025309CV PFD SER BWHLR.9.PERP.BQ1 2026
Institutional Holders
11
13F filers
Shares Held
1.24M
Aggregate institutional
Institutional Value
$8.75M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased3
Sold out1
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Stilwell Value LLC | 735.5K | $5.11M | −26.0K | Reduced |
| 2 | Magnetar Financial LLC | 218.5K | $1.63M | 0 | Held |
| 3 | Ursa Fund Management, LLC | 160.0K | $1.11M | +11.4K | Added |
| 4 | Nexpoint Asset Management, L.P. | 82.3K | $572.0K | 0 | Held |
| 5 | Lpl Financial LLC | 22.9K | $158.9K | 0 | Held |
| 6 | Susquehanna International Group, LLP | 10.4K | $72.5K | −4.5K | Reduced |
| 7 | Wolverine Asset Management LLC | 6.1K | $42.2K | −19.5K | Reduced |
| 8 | Daytona Street Capital LLC | 3.6K | $25.2K | 0 | Held |
| 9 | Clear Street Group Inc. | 2.5K | $17.4K | 0 | Held |
| 10 | Osaic Holdings, Inc. | 660 | $4.6K | +200 | Added |
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