Wheeler Real Estate Investment Trust WHLR Institutional Ownership

NASDAQ WHLR

$0.43 -0.10 (-18.87%)

At close: Oct 22, 2026 · 4:00 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

62.84%

Shares Held by Institutions

1.21Mn

of 1.93Mn outstanding

▼-2.31% QoQ

Shares Outstanding

1.93Mn

717.79K held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

-28.65K

distributed since last quarter

Value of Holdings

$521.93K

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

Updated Oct 10, 2026

Wheeler Real Estate Investment Trust, Inc. (NASDAQ:WHLR) had 9 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors accounted for 62.84% of Wheeler Real Estate Investment Trust's outstanding shares in Q2 2026.
Total shares held in WHLR fell 2.31% from Q1 2026; the number of holders rose 12.50% from Q2 2025.
Of these 9 holders, 2 added to their positions, 1 reduced its stake and 6 left their positions unchanged.
The aggregate institutional position in Wheeler Real Estate Investment Trust was 1.21Mn shares at the end of Q2 2026, down 28.65K from the prior quarter and up 1.17Mn from a year earlier.
Stilwell Value LLC was the top holder of Wheeler Real Estate Investment Trust as of June 30, 2026, with 710.47K shares, or 36.78% of shares outstanding.
The biggest increases in WHLR positions during Q2 2026 came from Susquehanna International Group, LLP (+1.42K shares) and Ursa Fund Management, LLC (+1K shares).
The biggest cut to a position in WHLR during Q2 2026 came from Stilwell Value LLC (-25K shares).
Per Business Quant data, the 9 largest holders of Wheeler Real Estate Investment Trust at the end of Q2 2026 were Stilwell Value LLC (710.47K shares), Magnetar Financial LLC (218.51K shares), Ursa Fund Management, LLC (161K shares), Nexpoint Asset Management, L.P. (82.3K shares), LPL Financial LLC (22.86K shares), Susquehanna International Group, LLP (11.86K shares), Daytona Street Capital LLC (3.62K shares), Clear Street Group Inc. (2.5K shares) and Osaic Holdings, Inc. (660 shares).

Form 13F Holdings

9 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.21Mn

Of outstanding 62.84%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Stilwell Value LLC	0001397076	710,466	36.78%	▼25,000	-3.40%	$7.10Mn
2	Magnetar Financial LLC	0001352851	218,512	11.31%	0	0.00%	$1.63Mn
3	Ursa Fund Management, LLC	0001693838	161,000	8.34%	▲1,000	+0.63%	$1.61Mn
4	NEXPOINT ASSET MANAGEMENT, L.P.	0001469877	82,301	4.26%	0	0.00%	$823.01K
5	LPL Financial LLC	0001403438	22,865	1.18%	0	0.00%	$228.65K
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	11,855	0.61%	▲1,423	+13.64%	$118.55K
7	Daytona Street Capital LLC	0002101936	3,624	0.19%	0	0.00%	$38.09K
8	Clear Street Group Inc.	0001881567	2,500	0.13%	0	0.00%	$25.00K
9	OSAIC HOLDINGS, INC.	0001677044	660	0.03%	0	0.00%	$6.60K