Wheeler Real Estate Invt TR
13F holders, Q3 2025 (September 30)5holders
$6.26avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Wheeler Real Estate Invt TR in their 13F filings. The largest holders were Stilwell Value LLC ($673K), Tower Research Capital LLC (TRC) ($12K) and UBS Group AG ($870).
- Company
- Wheeler Real Estate Invt TR
- CUSIP
- 963025796
- Latest filing quarter
- Q3 2025
Total Exit/New Position Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $686K |
| Exits | 0 | $0 |
Ownership 5 holders
| Stilwell Value LLC | 0.49% | New | 107,521 | $673K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,860 | $12K |
| UBS Group AG | 0.00% | New | 139 | $870 |
| Osaic Holdings, Inc. | 0.00% | New | 16 | $109 |
| Citigroup Inc. | 0.00% | New | 1 | $6 |
"% 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.