Wheeler Real Estate Investment Trust's three largest insider shareholders as of April 25, 2026 are Capital Fund, Lp Magnolia (TenPercentOwner, 249.63K shares), Financial Llc Magnetar (TenPercentOwner, 163.24K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Fund Management, Llc Ursa | - | 0 | 389,206 | 08 Jan, 2025 |
| Fund Management, Llc Ursa | - | 0 | 389,206 | 08 Jan, 2025 |
| Fund Management, Llc Ursa | - | 0 | 389,206 | 08 Jan, 2025 |
| Fund Management, Llc Ursa | - | 0 | 389,206 | 08 Jan, 2025 |
| Capital Partners, L.P. Corbin | - | 0 | 264,523 | 11 Oct, 2023 |
| Capital Partners, L.P. Corbin | - | 0 | 264,523 | 11 Oct, 2023 |
| Capital Partners, L.P. Corbin | - | 0 | 264,523 | 11 Oct, 2023 |
| Capital Fund, Lp Magnolia | - | 249,626 | 0 | 19 Sep, 2024 |
| Fund Management, Llc Ursa | - | 0 | 172,674 | 25 Nov, 2024 |
| Fund Management, Llc Ursa | - | 0 | 172,674 | 25 Nov, 2024 |
| Fund Management, Llc Ursa | - | 0 | 172,674 | 25 Nov, 2024 |
| Fund Management, Llc Ursa | - | 0 | 172,674 | 25 Nov, 2024 |
| Financial Llc Magnetar | - | 0 | 163,235 | 26 Mar, 2026 |
| Joseph Stilwell | - | 0 | 87,843 | 07 Nov, 2025 |
| Crystal Plum | Chief Financial Officer | 22,022 | 0 | 17 Aug, 2021 |
| Capital Partners, Llc Steamboat | - | 0 | 5,998 | 09 Nov, 2023 |
| Capital Partners, Llc Steamboat | - | 0 | 5,998 | 09 Nov, 2023 |
| Capital Partners, Llc Steamboat | - | 0 | 5,998 | 09 Nov, 2023 |
| Capital Partners, Llc Steamboat | - | 0 | 5,998 | 09 Nov, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 15 Apr, 2026 | Financial Llc Magnetar | Common Stock | D | 3,127 | $0.80 | 0 | I | S |
| 07 Apr, 2026 | Financial Llc Magnetar | Common Stock | D | 6,774 | $0.85 | 115,207 | I | S |
| 08 Apr, 2026 | Financial Llc Magnetar | Common Stock | D | 6,234 | $0.86 | 108,973 | I | S |
| 09 Apr, 2026 | Financial Llc Magnetar | Common Stock | D | 12,346 | $0.83 | 96,627 | I | S |
| 27 Mar, 2026 | Financial Llc Magnetar | Common Stock | D | 3,685 | $1.04 | 159,550 | I | S |
| 30 Mar, 2026 | Financial Llc Magnetar | Common Stock | D | 2,103 | $0.97 | 157,447 | I | S |
| 31 Mar, 2026 | Financial Llc Magnetar | Common Stock | D | 12,378 | $0.93 | 145,069 | I | S |
| 24 Mar, 2026 | Financial Llc Magnetar | Common Stock, par value $0.01 per share | A | 172,075 | $0.01 | 172,075 | I | X |
| 26 Mar, 2026 | Financial Llc Magnetar | Common Stock, par value $0.01 per share | D | 8,840 | $1.10 | 163,235 | I | S |
| 24 Mar, 2026 | Financial Llc Magnetar | Common Stock Purchase Warrant (right to buy) | D | 172,075 | $0.00 | 0 | I | X |
| 18 Mar, 2026 | Joseph Stilwell | Series B Convertible Preferred Stock | D | 13,470 | $6.96 | 547,518 | I | S |
| 18 Mar, 2026 | Joseph Stilwell | Series B Convertible Preferred Stock | D | 12,530 | $6.96 | 104,460 | I | S |
| 10 Mar, 2026 | Kerry G. Campbell | Series D Cumulative Convertible Preferred Stock | D | 168 | $37.50 | 0 | D | S |
| 31 Dec, 2025 | Gregory Paul Hannon | Series D Cumulative Convertible Preferred Stock | A | 526 | - | 526 | I | J |
| 31 Dec, 2025 | Michael Andrew Franklin | Series D Cumulative Convertible Preferred Stock | A | 44 | - | 44 | D | J |
| 31 Dec, 2025 | Kerry G. Campbell | Series D Cumulative Convertible Preferred Stock | A | 168 | - | 168 | D | J |
| 31 Dec, 2025 | Joseph Stilwell | Series D Cumulative Convertible Preferred Stock | A | 28,885 | - | 108,954 | I | J |
| 31 Dec, 2025 | Joseph Stilwell | Series D Cumulative Convertible Preferred Stock | A | 4,217 | - | 15,798 | I | J |
| 31 Dec, 2025 | Joseph Stilwell | Series D Cumulative Convertible Preferred Stock | A | 3,138 | - | 19,099 | I | J |
| 31 Dec, 2025 | Joseph Stilwell | Series D Cumulative Convertible Preferred Stock | A | 929 | - | 2,289 | I | J |