Wheeler REIT Inc. (whlr 9 Perp B)Preferred / convertible
13F holders, Q2 2025 (June 30)8holders +7
8new positions
0sold out
$3.96avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding Wheeler REIT Inc. (whlr 9 Perp B) in their 13F filings, up 7 from Q1 2025. 8 opened new positions and 0 sold out. The largest holders were Stilwell Value LLC ($3.1M), Magnetar Financial LLC ($866K) and Ursa Fund Management, LLC ($496K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 507,192 shares bought and 15,045 shares sold, net +492,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Stilwell Value LLC | — | Reduce -1.9% | 793,332 | $3.1M |
| Magnetar Financial LLC | — | New | 218,512 | $866K |
| Ursa Fund Management, LLC | — | New | 125,300 | $496K |
| Nexpoint Asset Management, L.P. | — | New | 82,301 | $326K |
| Wolverine Asset Management LLC | — | New | 55,254 | $219K |
| LPL Financial LLC | — | New | 22,865 | $91K |
| Clear Street LLC | — | New | 2,500 | $10K |
| Osaic Holdings, Inc. | — | New | 460 | $2K |
"% 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.