Wheeler REIT Inc. (whlr 7 12/31/31)Preferred / convertible
13F holders, Q2 2026 (June 30)4holders −1
0new positions
1sold out
$84.67avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Wheeler REIT Inc. (whlr 7 12/31/31) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 1 sold out. The largest holders were Stilwell Value LLC ($71.4M), Magnetar Financial LLC ($18.0M) and Bank of New York Mellon Corp ($784K).
- Company
- Wheeler REIT Inc. (whlr 7 12/31/31)
- CUSIP
- 963025804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $422K |
All 13F filers, Q1 2026 → Q2 2026: 22,771 shares sold, net −22,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Stilwell Value LLC | — | Reduce -2.0% | 865,721 | $71.4M |
| Magnetar Financial LLC | — | No change | 190,823 | $18.0M |
| Bank of New York Mellon Corp | — | No change | 8,332 | $784K |
| Morgan Stanley | — | No change | 200 | $16K |
"% of holder's portfolio" is WHEELER REIT INC (WHLR 7 12/31/31)'s weight in each manager's 13F, not the share of Wheeler REIT Inc. (whlr 7 12/31/31) the manager owns.