WHLR · Wheeler Real Estate Investment Trust, Inc.
Market Cap
$359,803
Shares
482,892
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 8
Total Value: $135,807
Total Shares: 1,306,765
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 8 13F filers · Δ vs Mar 31, 2026Top Holder
62.3%
−25.6 pts
Top 5
100.0%
+0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,755
Highly concentrated−3,091
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
6
Decreased
0
Sold Out
3
Unchanged
0
Holder count:
-1
Institutional value:
+1676.0%
Shares held:
+2.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Micro STILWELL VALUE LLC | +39,606 | 43,365 | |
| Mid Magnetar Financial LLC | +8,141 | 9,541 | |
| Small Almitas Capital LLC | +6,567 | 6,589 | |
| Mid Virtu Financial LLC | +1,447 | 1,530 | |
| Mega Bank of New York Mellon Corp | +382 | 417 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large HRT FINANCIAL LP | 3,382 | $84,542 | |
| Mega CITADEL ADVISORS LLC | 505 | $12,613 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Tower Research Capital LLC (TRC) | 3 | $29 | |
| Mega UBS Group AG | 0 | $2 | |
| Large OSAIC HOLDINGS, INC. | 0 | $1 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large HRT FINANCIAL LP | $84,542 | 62.25% | 67,634 | Shares | 2026-08-14 | |
| Mid Virtu Financial LLC | $38,257 | 28.17% | 30,606 | Shares | 2026-08-13 | |
| Mega CITADEL ADVISORS LLC | $12,613 | 9.29% | 10,091 | Shares | 2026-08-14 | |
| Micro STILWELL VALUE LLC | $395 | 0.29% | 1,583 | Shares | 2026-08-07 | |
| Mega Bank of New York Mellon Corp Bank WHLRL | — | — | 8,332 | Shares | 2026-08-06 | |
| Small Almitas Capital LLC WHLRL | — | — | 131,775 | Principal | 2026-08-17 | |
| Mega MORGAN STANLEY WHLRL | — | — | 200 | Shares | 2026-08-13 | |
| Mid Magnetar Financial LLC WHLRL | — | — | 190,823 | Shares | 2026-08-14 | |
| Micro STILWELL VALUE LLC WHLRL | — | — | 865,721 | Shares | 2026-08-07 |
Key facts
CIK
1527541
CUSIP
963025747
13F (30d)
10 filings
9 filers
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