Wheeler REIT Inc. (whlr 9 Perp B)Preferred / convertible
13F holders, Q4 2024 (December 31)10holders +9
10new positions
0sold out
$3.08avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding Wheeler REIT Inc. (whlr 9 Perp B) in their 13F filings, up 9 from Q3 2024. 10 opened new positions and 0 sold out. The largest holders were Stilwell Value LLC ($2.5M), Magnetar Financial LLC ($700K) and Ursa Fund Management, LLC ($611K).
- Company
- Wheeler REIT Inc. (whlr 9 Perp B)
- CUSIP
- 963025309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.5M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,452,293 shares bought, net +1,452,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Stilwell Value LLC | — | New | 817,085 | $2.5M |
| Magnetar Financial LLC | — | New | 218,512 | $700K |
| Ursa Fund Management, LLC | — | New | 200,000 | $611K |
| Nexpoint Asset Management, L.P. | — | New | 82,301 | $251K |
| Wolverine Asset Management LLC | — | New | 58,830 | $180K |
| Corbin Capital Partners, L.P. | — | New | 50,000 | $153K |
| LPL Financial LLC | — | New | 22,865 | $70K |
| Clear Street LLC | — | New | 2,500 | $8K |
| Lowe Wealth Advisors, LLC | — | No change | 700 | $2K |
| Osaic Holdings, Inc. | — | New | 200 | $610 |
"% 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.