WHLRD · Wheeler Real Estate Investment Trust, Inc. · Shareholders & Ownership
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Every disclosed holder of WHLRD 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 WHLRD
13F quarter Dec 31, 2024; this listing alone: insiders and shares outstanding are issuer-wide, so they are left outNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 43,315 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 979,674 | — |
| Registered funds (N-PORT, not summed) | 2,990 | — |
% Out is unavailable: shares outstanding is an issuer-wide count, not one listing's.
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 WHLRD
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Amster Howard
13D
CIK 904853 · Unknown · Jan 30, 2026
Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands
|
371,449 | ||
| 2 |
Ursa Fund Management, LLC
13G
CIK 1693838 · Registered investment adviser · Oct 31, 2024
Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Oct 31, 2024
|
315,000 | ||
| 3 |
Steamboat Capital Partners, LLC
13D
CIK 1635663 · Registered investment adviser · Dec 22, 2023
unconfirmed, last confirmed Dec 22, 2023
|
118,446 | ||
| 4 |
Funicular Funds, LP
13G
CIK 1937147 · Unknown · May 9, 2024
Rule 13d-1(c), passive investor, unconfirmed, last confirmed May 9, 2024
|
100,000 | ||
| 5 |
William Carlton Derrick
13G
CIK 1865710 · Unknown · Sep 30, 2024
Rule 13d-1(c), passive investor, unconfirmed, last confirmed Sep 30, 2024
|
74,779 | ||
| 6 |
Cable Car Capital, LP
13F
CIK 1699575 · Registered investment adviser · Dec 31, 2024
|
43,315 | ||
| 7 |
Highland Opportunities and Income Fund
Fund
· Registered fund · Jun 30, 2026
Highland Opportunities and Income Fund, not summed
|
2,990 |
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.