Wheeler REIT Inc. (whlr 9 Perp B)Preferred / convertible
13F holders, Q1 2026 (March 31)11holders
1new positions
1sold out
$7.04avg. 13F price*
At the end of Q1 2026, 11 institutions reported holding Wheeler REIT Inc. (whlr 9 Perp B) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Stilwell Value LLC ($5.1M), Magnetar Financial LLC ($1.6M) and Ursa Fund Management, LLC ($1.1M).
- Company
- Wheeler REIT Inc. (whlr 9 Perp B)
- CUSIP
- 963025309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7 |
| Exits | 1 | $117K |
All 13F filers, Q4 2025 → Q1 2026: 11,609 shares bought and 70,036 shares sold, net −58,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Stilwell Value LLC | — | Reduce -3.4% | 735,466 | $5.1M |
| Magnetar Financial LLC | — | No change | 218,512 | $1.6M |
| Ursa Fund Management, LLC | — | Add +7.7% | 160,000 | $1.1M |
| Nexpoint Asset Management, L.P. | — | No change | 82,301 | $572K |
| LPL Financial LLC | — | No change | 22,865 | $159K |
| Susquehanna International Group, LLP | — | Reduce -30.2% | 10,432 | $73K |
| Wolverine Asset Management LLC | — | Reduce -76.3% | 6,071 | $42K |
| Daytona Street Capital LLC | — | No change | 3,624 | $25K |
| Clear Street Group Inc. | — | No change | 2,500 | $17K |
| Osaic Holdings, Inc. | — | Add +43.5% | 660 | $5K |
| UBS Group AG | — | New | 1 | $7 |
"% 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.