WHEELER REAL ESTATE INVT TR (WHLR)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
5
Reporting holders
$170.6K
Reported value
12.8%
Of shares outstanding
0.0%
Held as options
-2
Holder change
Institutions report 164,788 shares against 1,290,069 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Magnetar Financial LLC | $152.3K | 145,069 | 0.00% | new | NEW |
| STILWELL VALUE LLC | $17.6K | 19,029 | 0.01% | new | NEW |
| Tower Research Capital LLC (TRC) | $589 | 636 | 0.00% | new | NEW |
| UBS Group AG | $48 | 52 | 0.00% | new | NEW |
| Virtu Financial LLC | $18 | 19,898 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1 | 2 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 5 | $170.6K | 164,788 | 5 | 0 | 0 | 0.0% |
| Q4 2025 | 7 | $231.7K | 105,404 | 7 | 0 | 0 | 0.0% |
| Q3 2025 | 5 | $685.7K | 109,537 | 5 | 0 | 0 | 0.0% |
| Q2 2025 | 5 | $3.4M | 554,876 | 5 | 0 | 0 | 0.0% |
| Q1 2025 | 6 | $51.5K | 16,312 | 6 | 0 | 0 | 0.0% |
| Q4 2024 | 6 | $215.7K | 63,999 | 5 | 0 | 0 | 0.0% |
| Q3 2024 | 5 | $991.4K | 122,547 | 5 | 0 | 0 | 0.0% |
| Q2 2024 | 8 | $4.7M | 304,963 | 8 | 0 | 0 | 0.0% |
| Q1 2024 | 13 | $5.8M | 36,644,844 | 2 | 6 | 2 | 0.0% |
| Q4 2023 | 15 | $7.2M | 23,703,501 | 8 | 3 | 1 | 0.0% |
| Q3 2023 | 11 | $459.7K | 140,151 | 10 | 0 | 1 | 0.0% |
| Q2 2023 | 18 | $1.5M | 2,355,633 | 1 | 4 | 3 | 0.0% |
| Q1 2023 | 16 | $3.0M | 2,342,758 | 1 | 1 | 2 | 0.0% |
| Q4 2022 | 16 | $3.0M | 2,171,138 | 6 | 2 | 2 | 0.0% |
| Q3 2022 | 17 | $3.3M | 2,518,296 | 3 | 2 | 4 | 0.0% |
| Q2 2022 | 18 | $6.4M | 2,535,711 | 3 | 4 | 6 | 0.0% |
| Q1 2022 | 18 | $5.9M | 2,583,608 | 4 | 2 | 3 | 0.0% |
| Q4 2021 | 17 | $5.3M | 2,745,626 | 2 | 1 | 6 | 0.0% |
| Q3 2021 | 17 | $8.2M | 2,805,681 | 1 | 8 | 3 | 0.0% |
| Q2 2021 | 18 | $14.3M | 2,807,168 | 5 | 6 | 1 | 0.0% |
| Q1 2021 | 13 | $9.3M | 2,496,809 | 2 | 3 | 2 | 0.0% |
| Q4 2020 | 12 | $6.8M | 2,434,668 | 0 | 2 | 3 | 0.0% |
| Q3 2020 | 14 | $7.7M | 2,520,784 | 1 | 5 | 4 | 0.0% |
| Q2 2020 | 16 | $4.7M | 2,710,250 | 3 | 5 | 1 | 0.0% |
| Q1 2020 | 16 | $2.5M | 2,453,186 | 2 | 3 | 3 | 0.0% |
| Q4 2019 | 18 | $4.1M | 2,524,692 | 5 | 4 | 1 | 0.0% |
| Q3 2019 | 15 | $3.4M | 2,161,823 | 1 | 5 | 2 | 0.0% |
| Q2 2019 | 16 | $3.0M | 2,169,499 | 4 | 3 | 2 | 0.0% |
| Q1 2019 | 13 | $2.6M | 1,739,546 | 1 | 2 | 2 | 0.0% |
| Q4 2018 | 19 | $1.8M | 1,980,381 | 1 | 0 | 0 | 0.0% |