Wheeler REIT Inc. (whlr 9 Perp B)Preferred / convertible
13F holders, Q4 2025 (December 31)11holders
0new positions
1sold out
$5.26avg. 13F price*
At the end of Q4 2025, 11 institutions reported holding Wheeler REIT Inc. (whlr 9 Perp B) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Stilwell Value LLC ($4.0M), Magnetar Financial LLC ($1.2M) and Ursa Fund Management, LLC ($771K).
- 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $178 |
All 13F filers, Q3 2025 → Q4 2025: 115,129 shares sold, net −115,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Stilwell Value LLC | — | Reduce -3.5% | 761,466 | $4.0M |
| Magnetar Financial LLC | — | No change | 218,512 | $1.2M |
| Ursa Fund Management, LLC | — | Reduce -24.7% | 148,592 | $771K |
| Nexpoint Asset Management, L.P. | — | No change | 82,301 | $427K |
| Wolverine Asset Management LLC | — | Reduce -52.8% | 25,586 | $133K |
| LPL Financial LLC | — | No change | 22,865 | $119K |
| Krilogy Financial LLC | — | Reduce -30.6% | 20,000 | $117K |
| Susquehanna International Group, LLP | — | Reduce -5.7% | 14,953 | $76K |
| Daytona Street Capital LLC | — | — | 3,624 | $19K |
| Clear Street Group Inc. | — | No change | 2,500 | $13K |
| Osaic Holdings, Inc. | — | No change | 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.