Wheeler Real Estate Invt TR
13F holders, Q2 2025 (June 30)5holders
$6.06avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Wheeler Real Estate Invt TR in their 13F filings. The largest holders were Stilwell Value LLC ($3.3M), Bank of America Corp. ($80K) and UBS Group AG ($14K).
- Company
- Wheeler Real Estate Invt TR
- CUSIP
- 963025812
- Latest filing quarter
- Q2 2025
Total Exit/New Position Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.4M |
| Exits | 0 | $0 |
Ownership 5 holders
| Stilwell Value LLC | 2.49% | New | 537,616 | $3.3M |
| Bank of America Corp. | 0.00% | New | 13,180 | $80K |
| UBS Group AG | 0.00% | New | 2,306 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,674 | $10K |
| Morgan Stanley | 0.00% | New | 100 | $606 |
"% of holder's portfolio" is WHEELER REAL ESTATE INVT TR's weight in each manager's 13F, not the share of Wheeler Real Estate Invt TR the manager owns.