WHLRL · Wheeler Real Estate Investment Trust, Inc. · Holdings
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.
Institutional Ownership Trend
Holder Concentration
Across 5 13F filersWho Holds WHLRL
Last 8 quarters through Jun 30, 2026Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026: 4 filers, like-for-like change -2.1%; actively managed books -2.1%; index-like books 0.0%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 99.2% | 2 | -2.1% |
| Bank | 0.8% | 1 | 0.0% |
| Holding company | 0.0% | 1 | 0.0% |
| Unknown | 0.0% | 0 | — |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 0.8% | 2 | 0.0% |
| Concentrated | 99.2% | 2 | -1.6% |
| Diversified active | 0.0% | 0 | -100.0% |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 82.1% | 3 | -2.0% |
| Medium turnover | 17.9% | 1 | -2.7% |
| High turnover | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Medium horizon | 17.9% | 1 | -2.7% |
| Long horizon | 82.1% | 3 | -2.0% |
| Unknown | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 81.3% | 1 | -2.6% |
| $1B to $10B | 17.9% | 1 | 0.0% |
| $100B or more | 0.8% | 2 | 0.0% |
| $10B to $100B | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Pooled investment vehicles | 99.2% | 2 | -2.1% |
| Unknown | 0.8% | 2 | 0.0% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 99.2% | 2 | -2.1% |
| Unknown | 0.8% | 2 | 0.0% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 100.0% | 4 | -2.1% |
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
4 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Shareholder Targets
13F filers that own its peers but not WHLRL, quarter ended Jun 30, 2026WHLRL has no holder-overlap peers, so these filers hold the largest Real Estate stocks: WELL, PLD, EQIX, AMT, DLR, SPG, PSA, VTR, O, CBRE, IRM, CCI, EXR, VICI. 3,639 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | BlackRock, Inc. Holding company, Index-like | $102,267,915,880 14 held | WELL, PLD, EQIX |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active | $67,759,131,749 14 held | WELL, PLD, EQIX |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like | $59,779,603,021 14 held | WELL, PLD, EQIX |
| 4 | STATE STREET CORP Bank, Index-like | $54,998,240,014 14 held | WELL, PLD, EQIX |
| 5 | COHEN & STEERS, INC. Adviser, Diversified active | $31,353,462,573 13 held | WELL, DLR, PLD |
| 6 | GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like | $26,226,311,239 14 held | WELL, PLD, EQIX |
| 7 | FMR LLC Holding company, Diversified active | $20,590,234,637 14 held | WELL, EQIX, PLD |
| 8 | NORGES BANK Non-US, Index-like | $18,518,300,461 14 held | WELL, DLR, PLD |
| 9 | JPMORGAN CHASE & CO Bank, Diversified active | $16,830,611,376 14 held | VTR, PLD, WELL |
| 10 | BANK OF AMERICA CORP /DE/ Bank, Diversified active | $14,339,994,434 14 held | WELL, SPG, DLR |
Quarterly Activity
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Almitas Capital LLC | +126,504 | 131,775 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Micro STILWELL VALUE LLC | −17,500 | 865,721 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Almitas Capital LLC Registered adviser WHLRL | $416,831 | 100.00% | 131,775 | Principal | 2026-08-17 | |
| Mega Bank of New York Mellon Corp Bank WHLRL | — | — | 8,332 | Shares | 2026-08-06 | |
| Mega MORGAN STANLEY Holding company WHLRL | — | — | 200 | Shares | 2026-08-13 | |
| Mid Magnetar Financial LLC Registered adviser WHLRL | — | — | 190,823 | Shares | 2026-08-14 | |
| Micro STILWELL VALUE LLC Registered adviser WHLRL | — | — | 865,721 | Shares | 2026-08-07 |