Wheeler Real Estate Investment Trust, Inc. - WHLR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stilwell Value LLC | History | Reduced | 1,701,786 | 74,839 | 41.26% | 33.3% | 1 | -145,922 | -7.9% | Q4 2025 | Jan 29, 2026 |
| Magnetar Financial LLC | History | No change | 409,335 | 17,904 | 0.18% | 0.16% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ursa Fund Management, LLC | History | Reduced | 148,592 | 771 | 0.03% | 0.94% | 3 | -48,700 | -24.68% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 8,332 | 729 | 0.0% | — | 4 | +8,332 | New | Q4 2025 | Feb 10, 2026 |
| Almitas Capital LLC | History | No change | 5,271 | 461 | 0.1% | 0.14% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 82,301 | 427 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 25,586 | 132 | 0.0% | 0.0% | 7 | -28,644 | -52.82% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | No change | 22,865 | 118 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Krilogy Financial LLC | History | Reduced | 20,000 | 117 | 0.0% | 0.0% | 9 | -8,839 | -30.65% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,953 | 76 | 0.0% | 0.0% | 10 | -904 | -5.7% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 10,000 | 69 | 0.0% | — | 11 | +10,000 | New | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 36,574 | 62 | 0.0% | — | 12 | +36,574 | New | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | New | 22,413 | 38 | 0.0% | — | 13 | +22,413 | New | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 21,266 | 36 | 0.0% | — | 14 | +21,266 | New | Q4 2025 | Feb 06, 2026 |
| Virtu Financial LLC | History | New | 10,555 | 18 | 0.0% | — | 15 | +10,555 | New | Q4 2025 | Feb 23, 2026 |
| Daytona Street Capital LLC | History | New | 3,624 | 18 | 0.01% | — | 16 | +3,624 | New | Q4 2025 | Jan 21, 2026 |
| MORGAN STANLEY | History | No change | 200 | 17 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clear Street Group Inc. | History | No change | 2,500 | 12 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,718 | 2 | 0.0% | 0.0% | 19 | -142 | -7.63% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 468 | 2 | 0.0% | 0.0% | 20 | -8 | -1.68% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -126,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4 | 0 | — | 0.0% | — | -376 | -98.95% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |