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Wheeler Real Estate Investment Trust, Inc.

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Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Wheeler Real Estate Investment Trust, Inc.

CIK 0001527541WHLRWHLRDWHLRLWHLRP· quarter ending 2026-06-30
Shares outstanding
1,931,568
as of 2026-08-04 · 10-Q cover page, filed 2026-08-06
Held by 13F filers
108,971
5.6% of shares outstanding
Holders
4
+4 vs 2026-03-31 · 4 new, 0 exited
Value
$135K
shares +— vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-08-04)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockWHLR · NASDAQ1,931,568108,9715.6%4963025754

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
9630258047% SR NT 31not common51,065,076
$132K principal
——$90.6M—prefixholders →
963025309CV PFD SER Bnot common91,213,783——$11.6M—prefixholders →
963025754COM4108,9711,931,5685.6%$135K—13DGholders →
963025747COMnot common11,583——$2K—prefixholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 14 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (4 of 4 · 963025754)

change vs 2026-03-31
#FilerShares% of classValueChange
1HRT FINANCIAL LP67,6343.50%$84KNEW
2Virtu Financial LLC30,6061.58%$38KNEW
3CITADEL ADVISORS LLC10,0910.52%$13KNEW
4Allied Private Wealth LLC6400.03%$275NEW

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Stilwell Activist Fund, L.P.SCHEDULE 13D/A2026-08-192026-08-172,433,70849.99%
Stilwell Value Partners VII, L.P.SCHEDULE 13D/A2026-08-192026-08-172,433,70849.99%
Stilwell Value LLCSCHEDULE 13D/A2026-08-192026-08-172,433,70849.99%
STILWELL JOSEPHSCHEDULE 13D/A2026-08-192026-08-172,433,70849.99%
STILWELL ASSOCIATES L PSCHEDULE 13D/A2026-08-192026-08-172,433,70849.99%
Stilwell Activist Investments, L.P.SCHEDULE 13D/A2026-08-192026-08-172,433,70849.99%
Magnetar Financial LLCSCHEDULE 13G/A2026-08-142026-06-30686,37645%
Magnetar Capital Partners LPSCHEDULE 13G/A2026-08-142026-06-30686,37645%
Snyderman David J.SCHEDULE 13G/A2026-08-142026-06-30686,37645%
Supernova Management LLCSCHEDULE 13G/A2026-08-142026-06-30686,37645%
Amster HowardSCHEDULE 13D/A2026-02-022026-01-30371,44923.5%
HOWARD AMSTER FOUNDATIONSCHEDULE 13D/A2026-02-022026-01-3016,4801%
HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST 1 U/A DTD 05/20/2019SCHEDULE 13D/A2026-02-022026-01-3054,4263.5%
HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST 3 U/A DTD 05/20/2019SCHEDULE 13D/A2026-02-022026-01-3032,8622.1%
AMSTER LIMITED PARTNERSHIPSCHEDULE 13D/A2026-02-022026-01-308000%
Kingbird Ventures LLCSCHEDULE 13D/A2025-10-022025-09-1000%
Diveroli Investment Group LLCSCHEDULE 13D/A2025-10-022025-09-1000%
Ursa Fund Partners LPSCHEDULE 13G/A2025-03-122024-10-31155,0006.57%
Investment Opportunities 14 Segregated PortfolioSCHEDULE 13G/A2025-03-122024-10-31160,0006.79%
Ursa Fund Management LLCSCHEDULE 13G/A2025-03-122024-10-31315,00013.36%
Andrew HahnSCHEDULE 13G/A2025-03-122024-10-31315,00013.36%
Russell DouglasSCHEDULE 13G/A2025-03-122024-10-31315,00013.36%
RRJA LLCSCHEDULE 13G/A2025-02-142024-12-31142,5949.8%
AY2 Capital LLCSCHEDULE 13G/A2025-02-142024-12-31142,5949.8%
Harrison WreschnerSCHEDULE 13G/A2025-02-142024-12-31142,5949.8%
Never Summer Holdings, LLCSCHEDULE 13G/A2025-02-142024-12-31142,5949.8%
Joseph CohenSCHEDULE 13G/A2025-02-142024-12-31142,5949.8%
Magnolia Capital Fund, LPSCHEDULE 13G/A2025-01-082024-12-3100%
The Magnolia Group, LLCSCHEDULE 13G/A2025-01-082024-12-3100%
Adam K. PetersonSCHEDULE 13G/A2025-01-082024-12-3100%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.