Wheeler REIT Inc. (whlr 7 12/31/31)Preferred / convertible
13F holders, Q3 2025 (September 30)5holders +2
2new positions
0sold out
$85.31avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Wheeler REIT Inc. (whlr 7 12/31/31) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Stilwell Value LLC ($71.3M), Magnetar Financial LLC ($25.9M) and Almitas Capital LLC ($606K).
- 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $67K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 580 shares bought and 469 shares sold, net +111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Stilwell Value LLC | — | Reduce -0.1% | 950,721 | $71.3M |
| Magnetar Financial LLC | — | No change | 190,823 | $25.9M |
| Almitas Capital LLC | — | No change | 5,271 | $606K |
| Bank of America Corp. | — | New | 380 | $44K |
| Morgan Stanley | — | New | 200 | $23K |
"% 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.