Wheeler REIT Inc. (whlr 9 Perp B)Preferred / convertible
13F holders, Q3 2025 (September 30)11holders +3
3new positions
0sold out
$4.19avg. 13F price*
At the end of Q3 2025, 11 institutions reported holding Wheeler REIT Inc. (whlr 9 Perp B) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were Stilwell Value LLC ($3.3M), Magnetar Financial LLC ($866K) and Ursa Fund Management, LLC ($835K).
- Company
- Wheeler REIT Inc. (whlr 9 Perp B)
- CUSIP
- 963025309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $185K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 116,730 shares bought and 4,890 shares sold, net +111,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Stilwell Value LLC | — | Reduce -0.5% | 789,466 | $3.3M |
| Magnetar Financial LLC | — | No change | 218,512 | $866K |
| Ursa Fund Management, LLC | — | Add +57.5% | 197,292 | $835K |
| Nexpoint Asset Management, L.P. | — | No change | 82,301 | $348K |
| Wolverine Asset Management LLC | — | Reduce -1.9% | 54,230 | $229K |
| Krilogy Financial LLC | — | New | 28,839 | $118K |
| LPL Financial LLC | — | No change | 22,865 | $97K |
| Susquehanna International Group, LLP | — | New | 15,857 | $67K |
| Clear Street Group Inc. | — | — | 2,500 | $11K |
| Osaic Holdings, Inc. | — | No change | 460 | $2K |
| UBS Group AG | — | New | 42 | $178 |
"% 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.