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WHLR

Wheeler Real Estate Investment Trust, Inc.
$1.03 +0.04 (+4.04%) At close · Jul 2
Market Cap
$1.07M
Shares
1,042,613

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: 5
Total Value: $153,395
Total Shares: 165,657

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 5 13F filers · Δ vs Dec 31, 2025
Top Holder
87.6%
Dec 2025 → Mar 2026 · range 87.6% – 100.0%
−12.4 pts
Top 5
100.0%
Dec 2025 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2025 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
7,813
Dec 2025 → Mar 2026 · range 7,813 – 10,000
Highly concentrated−2,187

Quarterly Activity

vs Dec 31, 2025
New
5
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +4
Institutional value: -47.3%
Shares held: +190.1%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Showing 5 of 5
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Holder Value (USD) % of 13F Shares Open
Key facts CIK 1527541 CUSIP 963025770 Visit website Investor relations