Wheeler Real Estate Invt TR
13F holders, Q1 2026 (March 31)5holders +4
5new positions
1sold out
$1.03avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Wheeler Real Estate Invt TR in their 13F filings, up 4 from Q4 2025. 5 opened new positions and 1 sold out. The largest holders were Magnetar Financial LLC ($152K), Virtu Financial LLC ($18K) and Tower Research Capital LLC (TRC) ($589).
- Company
- Wheeler Real Estate Invt TR
- CUSIP
- 963025770
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $171K |
| Exits | 1 | $97K |
All 13F filers, Q4 2025 → Q1 2026: 165,657 shares bought and 57,099 shares sold, net +108,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Magnetar Financial LLC | 0.00% | New | 145,069 | $152K |
| Virtu Financial LLC | 0.00% | New | 19,898 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 636 | $589 |
| UBS Group AG | 0.00% | New | 52 | $48 |
| Osaic Holdings, Inc. | 0.00% | New | 2 | $1 |
"% of holder's portfolio" is WHEELER REAL ESTATE INVT TR's weight in each manager's 13F, not the share of Wheeler Real Estate Invt TR the manager owns.