Wheeler REIT Inc. (whlr 9 Perp B)Preferred / convertible
13F holders, Q2 2026 (June 30)9holders −2
0new positions
2sold out
$9.54avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Wheeler REIT Inc. (whlr 9 Perp B) in their 13F filings, down 2 from Q1 2026. 0 opened new positions and 2 sold out. The largest holders were Stilwell Value LLC ($7.1M), Magnetar Financial LLC ($1.6M) and Ursa Fund Management, LLC ($1.6M).
- Company
- Wheeler REIT Inc. (whlr 9 Perp B)
- CUSIP
- 963025309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $42K |
All 13F filers, Q1 2026 → Q2 2026: 2,423 shares bought and 31,072 shares sold, net −28,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Stilwell Value LLC | — | Reduce -3.4% | 710,466 | $7.1M |
| Magnetar Financial LLC | — | No change | 218,512 | $1.6M |
| Ursa Fund Management, LLC | — | Add +0.6% | 161,000 | $1.6M |
| Nexpoint Asset Management, L.P. | — | No change | 82,301 | $823K |
| LPL Financial LLC | — | No change | 22,865 | $229K |
| Susquehanna International Group, LLP | — | Add +13.6% | 11,855 | $119K |
| Daytona Street Capital LLC | — | No change | 3,624 | $38K |
| Clear Street Group Inc. | — | No change | 2,500 | $25K |
| Osaic Holdings, Inc. | — | No change | 660 | $7K |
"% of holder's portfolio" is WHEELER REIT INC (WHLR 9 PERP B)'s weight in each manager's 13F, not the share of Wheeler REIT Inc. (whlr 9 Perp B) the manager owns.