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

13F holders, Q1 2025 (March 31)
1holders −9
0new positions
8sold out
$3.98avg. 13F price*

At the end of Q1 2025, 1 institutions reported holding Wheeler REIT Inc. (whlr 9 Perp B) in their 13F filings, down 9 from Q4 2024. 0 opened new positions and 8 sold out. The largest holder was Stilwell Value LLC ($3.2M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits8$1.8M

All 13F filers, Q4 2024 → Q1 2025: 594,616 shares sold, net −594,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Stilwell Value LLC — Reduce -1.1% 808,377 $3.2M

"% 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.