WHEELER REAL ESTATE INVT TR (WHLRL)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
4
Reporting holders
$90.2M
Reported value
55.1%
Of shares outstanding
0.0%
Held as options
-1
Holder change
Institutions report 1,065,076 shares against 1,931,568 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 |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | $71.4M | 865,721 | 40.96% | 14q | -2.0%-$1.4M |
| Magnetar Financial LLC | $18.0M | 190,823 | 0.16% | 14q | HELD |
| Bank of New York Mellon Corp | $783.9K | 8,332 | 0.00% | 3q | HELD |
| Almitas Capital LLC | $416.8K | 131,775 | 0.10% | 6q | +2400.0%+$400.2K |
| MORGAN STANLEY | $15.6K | 200 | 0.00% | 4q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $90.2M | 1,065,076 | 0 | 0 | 1 | 0.0% |
| Q1 2026 | 5 | $90.1M | 1,087,847 | 0 | 0 | 0 | 0.0% |
| Q4 2025 | 5 | $88.7M | 1,087,847 | 1 | 0 | 2 | 0.0% |
| Q3 2025 | 5 | $98.5M | 1,152,666 | 2 | 1 | 0 | 0.0% |
| Q2 2025 | 4 | $101.6M | 1,268,534 | 0 | 1 | 1 | 0.0% |
| Q1 2025 | 4 | $106.9M | 1,290,284 | 2 | 0 | 0 | 0.0% |
| Q4 2024 | 2 | $84.6M | 1,202,513 | 0 | 0 | 0 | 0.0% |
| Q3 2024 | 2 | $88.7M | 1,202,513 | 0 | 0 | 0 | 0.0% |
| Q2 2024 | 2 | $78.1M | 1,197,496 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $74.9M | 1,197,365 | 0 | 0 | 0 | 0.0% |
| Q4 2023 | 3 | $69.1M | 1,200,529 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 3 | $66.0M | 1,199,528 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 3 | $55.3M | 1,196,090 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 4 | $42.1M | 1,202,442 | 4 | 0 | 0 | 0.0% |