Wheeler Real Estate Investment Trust, Inc. (WHLRD) Insider Ownership

Historic Insider Ownership Trends

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Daniel Khoshaba Chief Executive Officer 1,102,084 0 18 May, 2021
Fund Management, Llc Ursa 0 389,206 08 Jan, 2025
Capital Partners, L.P. Corbin 0 264,523 11 Oct, 2023
Capital Fund, Lp Magnolia 249,626 0 19 Sep, 2024
Joseph Stilwell 0 87,843 07 Nov, 2025
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
Stefani D Carter 1,800 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.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
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 Kerry G. Campbell Series D Cumulative Convertible Preferred Stock A 168 - 168 D J
31 Dec, 2025 Michael Andrew Franklin Series D Cumulative Convertible Preferred Stock A 44 - 44 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 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 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 3,138 - 19,099 I J
31 Dec, 2025 Joseph Stilwell Series D Cumulative Convertible Preferred Stock A 929 - 2,289 I J
31 Dec, 2025 Joseph Stilwell Series D Cumulative Convertible Preferred Stock A 929 - 2,289 I J
24 Dec, 2025 Joseph Stilwell Series D Cumulative Convertible Preferred Stock D 11,209 $37.02 80,069 I S
24 Dec, 2025 Joseph Stilwell Series D Cumulative Convertible Preferred Stock D 11,209 $37.02 80,069 I S
24 Dec, 2025 Joseph Stilwell Series D Cumulative Convertible Preferred Stock D 1,594 $37.02 11,581 I S
24 Dec, 2025 Joseph Stilwell Series D Cumulative Convertible Preferred Stock D 1,594 $37.02 11,581 I S
24 Dec, 2025 Joseph Stilwell Series D Cumulative Convertible Preferred Stock D 2,197 $37.02 15,961 I S
24 Dec, 2025 Joseph Stilwell Series D Cumulative Convertible Preferred Stock D 2,197 $37.02 15,961 I S