WHLR · Wheeler Real Estate Investment Trust, Inc. · Shareholders & Ownership
Every disclosed holder of WHLR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns WHLR
13F quarter Jun 30, 2026No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 1,065,691 | 1986.19% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 36,485 | 68.00% |
| Remaining | 1,048,521 | -1954.19% |
| Registered funds (N-PORT, not summed) | 0 | 0.00% |
Shares outstanding: 53,655, the issuer's latest cover-page count restated onto today's split basis.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of WHLR
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
STILWELL VALUE LLC
13F
CIK 1397076 · Registered investment adviser · Jun 30, 2026
Classes WHLR, WHLRL
|
865,730 | ||
| 2 |
Magnetar Financial LLC
13F
CIK 1352851 · Registered investment adviser · Jun 30, 2026
|
190,823 | ||
| 2.1 |
Magnetar Financial LLC
13G
CIK 1352851 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
3,813 | ||
| 3 |
|
62,829 | ||
| 3.1 |
STILWELL JOSEPH
13D
CIK 1113303 · Unknown · Aug 17, 2026
Item 4 purpose: Passive investment
not summed
|
67,603 | ||
| 4 |
|
36,485 | ||
| 5 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
|
8,332 | ||
| 6 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
|
200 | ||
| 7 |
Virtu Financial LLC
13F
CIK 1533964 · Unknown · Jun 30, 2026
|
170 | ||
| 8 |
|
146 | ||
| 8.1 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
|
376 | ||
| 9 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
|
56 | ||
| 10 |
Allied Private Wealth LLC
13F
CIK 2132253 · Registered investment adviser · Jun 30, 2026
|
4 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.