Wheeler REIT Inc. (whlr 9 Perp B)Preferred / convertible

13F holders, Q1 2024 (March 31)
8holders
$1.64avg. 13F price*

At the end of Q1 2024, 8 institutions reported holding Wheeler REIT Inc. (whlr 9 Perp B) in their 13F filings. The largest holders were Stilwell Value LLC ($1.3M), Magnetar Financial LLC ($373K) and Nexpoint Asset Management, L.P. ($133K).

Company
Wheeler REIT Inc. (whlr 9 Perp B)
CUSIP
963025309
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 8Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 10Q4 2024Q1 2025: 1Q1 2025Q2 2025: 8Q2 2025Q3 2025: 11Q3 2025Q4 2025: 11Q4 2025Q1 2026: 11Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions0$0
Exits1$25K

Ownership 8 holders

Stilwell Value LLC — No change 817,085 $1.3M
Magnetar Financial LLC — No change 218,512 $373K
Nexpoint Asset Management, L.P. — No change 82,301 $133K
Wolverine Asset Management LLC — Add +1.0% 64,304 $104K
Corbin Capital Partners, L.P. — No change 50,000 $81K
Osaic Holdings, Inc. — Add +1.0% 19,985 $32K
UBS Group AG — Add +5379.2% 1,315 $2K
Lowe Wealth Advisors, LLC — No change 700 $1K

"% 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.