# WHEELER REAL ESTATE INVT TR (WHLRL)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WHLRL/

- Reporting holders: 4
- Reported value: $90.2M
- Shares held by institutions: 1,065,076 of 1,931,568 outstanding
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [STILWELL VALUE LLC](https://holderbook.com/funds/1397076-stilwell-value-llc/) | $71.4M | 865,721 | 41.0% | 14 |
| [Magnetar Financial LLC](https://holderbook.com/funds/1352851-magnetar-financial-llc/) | $18.0M | 190,823 | 0.2% | 14 |
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $783.9K | 8,332 | 0.0% | 3 |
| [Almitas Capital LLC](https://holderbook.com/funds/1596468-almitas-capital-llc/) | $416.8K | 131,775 | 0.1% | 6 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $15.6K | 200 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 4 | $90.2M |
| Q1 2026 | 5 | $90.1M |
| Q4 2025 | 5 | $88.7M |
| Q3 2025 | 5 | $98.5M |
| Q2 2025 | 4 | $101.6M |
| Q1 2025 | 4 | $106.9M |
| Q4 2024 | 2 | $84.6M |
| Q3 2024 | 2 | $88.7M |
| Q2 2024 | 2 | $78.1M |
| Q1 2024 | 2 | $74.9M |
| Q4 2023 | 3 | $69.1M |
| Q3 2023 | 3 | $66.0M |