Wheeler Real Estate Investment Trust WHLR Institutional Ownership

NASDAQ WHLR

$3.10 -0.15 (-4.62%)

As of: Oct 1, 2026 · 12:25 PM EDT

Institutions by Trading Activity

9 Institutions

Increased 2 22.2%

Unchanged 6 66.7%

Reduced 1 11.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

1,740.66%

▲+1,397.44 pp QoQ

Shares Held by Institutions

1.21Mn

of 69.73K outstanding

▼-1.83% QoQ

Shares Outstanding

69.73K

-1.14Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

-22.58K

distributed since last quarter

Value of Holdings

$3.94Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Wheeler Real Estate Investment Trust, Inc. (NASDAQ:WHLR) appears in 9 institutional 13F filings for the quarter ending June 2026.

They owned 1740.7% of outstanding stock in June 2026, up from 343.2% the prior quarter.
They decreased total shares held in Wheeler Real Estate Investment Trust by -1.83% from the prior quarter, while the number of investors in WHLR stayed flat year over year.
Of these 9 funds, 2 grew their exposure to Wheeler Real Estate Investment Trust, 1 cut back, and 6 maintained positions.
Altogether, these fund groups held 1.21Mn shares in WHLR by June 2026, down by 22.58K shares quarter on quarter, and up 953.68K shares year over year.
Stilwell Value LLC leads ownership in WHLR with 710.47K shares as of June 30, 2026, equal to 1018.87% of outstanding shares.
The most significant purchases of WHLR for the quarter ending June 2026 came from SUSQUEHANNA INTERNATIONAL GROUP, LLP (1.42K), Ursa Fund Management, LLC (1.0K).
The largest sales of WHLR for the quarter ending June 2026 came from Stilwell Value LLC (25.0K).
Business Quant data shows the 9 biggest positions in Wheeler Real Estate Investment Trust as of June 2026 are held by Stilwell Value LLC (710.47K), Magnetar Financial LLC (218.51K), Ursa Fund Management, LLC (161.0K), NEXPOINT ASSET MANAGEMENT, L.P. (82.3K), LPL Financial LLC (22.86K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (11.86K), Daytona Street Capital LLC (3.62K), Clear Street Group Inc. (2.5K), OSAIC HOLDINGS, INC. (660).

Form 13F Holdings

9 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.21Mn

Of outstanding 1,740.66%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Stilwell Value LLC	0001397076	710,466	1,018.87%	▼25,000	-3.40%	$7.10Mn
2	Magnetar Financial LLC	0001352851	218,512	313.36%	0	0.00%	$1.63Mn
3	Ursa Fund Management, LLC	0001693838	161,000	230.89%	▲1,000	+0.63%	$1.61Mn
4	NEXPOINT ASSET MANAGEMENT, L.P.	0001469877	82,301	118.03%	0	0.00%	$823.01K
5	LPL Financial LLC	0001403438	22,865	32.79%	0	0.00%	$228.65K
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	11,855	17.00%	▲1,423	+13.64%	$118.55K
7	Daytona Street Capital LLC	0002101936	3,624	5.20%	0	0.00%	$38.09K
8	Clear Street Group Inc.	0001881567	2,500	3.59%	0	0.00%	$25.00K
9	OSAIC HOLDINGS, INC.	0001677044	660	0.95%	0	0.00%	$6.60K