Wheeler REIT Inc. (whlr 7 12/31/31)Preferred / convertible
13F holders, Q4 2025 (December 31)5holders
1new positions
1sold out
$81.53avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Wheeler REIT Inc. (whlr 7 12/31/31) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Stilwell Value LLC ($70.8M), Magnetar Financial LLC ($16.7M) and Bank of New York Mellon Corp ($729K).
- 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $729K |
| Exits | 1 | $44K |
All 13F filers, Q3 2025 → Q4 2025: 8,332 shares bought and 67,880 shares sold, net −59,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Stilwell Value LLC | — | Reduce -7.1% | 883,221 | $70.8M |
| Magnetar Financial LLC | — | No change | 190,823 | $16.7M |
| Bank of New York Mellon Corp | — | New | 8,332 | $729K |
| Almitas Capital LLC | — | No change | 5,271 | $461K |
| Morgan Stanley | — | No change | 200 | $18K |
"% 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.