Wheeler REIT Inc. (whlr 7 12/31/31)Preferred / convertible

13F holders, Q1 2025 (March 31)
3holders +1
1new positions
0sold out
$87.95avg. 13F price*

At the end of Q1 2025, 3 institutions reported holding Wheeler REIT Inc. (whlr 7 12/31/31) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Stilwell Value LLC ($75.9M), Magnetar Financial LLC ($29.4M) and Almitas Capital LLC ($966K).

Company
Wheeler REIT Inc. (whlr 7 12/31/31)
CUSIP
963025804
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 5Q3 2025Q4 2025: 5Q4 2025Q1 2026: 5Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$966K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 5,271 shares bought, net +5,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Stilwell Value LLC — No change 1,011,690 $75.9M
Magnetar Financial LLC — No change 190,823 $29.4M
Almitas Capital LLC — New 5,271 $966K

"% 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.