Data spanning the past 90 days through February 19, 2026 reveals that Wheeler Real Estate Investment Trust's three principal insider shareholders consist of Director Joseph Stilwell (4.88K shares), Director Stefani D Carter (0 shares), Chief Financial Officer Crystal Plum (0 shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Daniel Khoshaba | Chief Executive Officer | 0 | 18 May, 2021 |
| Fund Management, Llc Ursa | 0 | 08 Jan, 2025 | |
| Capital Partners, L.P. Corbin | 0 | 11 Oct, 2023 | |
| Capital Fund, Lp Magnolia | 0 | 19 Sep, 2024 | |
| Joseph Stilwell | 4,880 | 07 Nov, 2025 | |
| Crystal Plum | Chief Financial Officer | 0 | 17 Aug, 2021 |
| Capital Partners, Llc Steamboat | 0 | 09 Nov, 2023 | |
| Stefani D Carter | 0 | 02 Jun, 2021 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 05 Nov, 2025 | Joseph Stilwell | Common Stock | A | 6,682 | - | 4,880 | I | A |
| 11 Jun, 2025 | Joseph Stilwell | Common Stock | A | 88,333 | $2.82 | 164 | I | C |
| 11 Jun, 2025 | Joseph Stilwell | Common Stock | A | 42,564 | $2.82 | 79 | I | C |
| 11 Jun, 2025 | Joseph Stilwell | Common Stock | A | 405,580 | $2.82 | 751 | I | C |
| 05 Jun, 2025 | Joseph Stilwell | Common Stock | A | 806 | - | 0 | I | A |
| 06 Jan, 2025 | Fund Management, Llc Ursa | - | - | 0 | I | |||
| 06 Jan, 2025 | Fund Management, Llc Ursa | Series D Cummulative Preferred | D | 10,000 | $39.82 | 0 | I | J |
| 31 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | A | 3,600 | $27.12 | 0 | I | P |
| 30 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | A | 7,300 | $26.73 | 0 | I | P |
| 20 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | A | 4,399 | $26.13 | 0 | I | P |
| 19 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | A | 13,901 | $25.10 | 0 | I | P |
| 12 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | D | 170,321 | $25.56 | 0 | I | J |
| 12 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | A | 170,321 | $25.56 | 0 | I | J |
| 12 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | A | 32,066 | $25.11 | 0 | I | P |
| 05 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | D | 10,000 | $40.01 | 0 | I | J |
| 05 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | D | 5,000 | $40.01 | 0 | I | J |
| 03 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | A | 1,350 | $26.49 | 0 | I | P |
| 03 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | A | 150 | $26.50 | 0 | I | P |
| 02 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | A | 3,200 | $26.21 | 0 | I | P |
| 02 Dec, 2024 | Fund Management, Llc Ursa | Series D Cummulative Preferred | A | 4,150 | $26.14 | 0 | I | P |