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

13F holders, Q1 2026 (March 31)
5holders
0new positions
0sold out
$82.87avg. 13F price*

At the end of Q1 2026, 5 institutions reported holding Wheeler REIT Inc. (whlr 7 12/31/31) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Stilwell Value LLC ($70.8M), Magnetar Financial LLC ($18.1M) and Bank of New York Mellon Corp ($792K).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 5 holders

Stilwell Value LLC — No change 883,221 $70.8M
Magnetar Financial LLC — No change 190,823 $18.1M
Bank of New York Mellon Corp — No change 8,332 $792K
Almitas Capital LLC — No change 5,271 $422K
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.