Wheeler Real Estate Invt Tr: which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders (all 13F filers)
- Stilwell Value710 KType not verified−25 K
- Magnetar Financial219 KType not verified0
- Ursa Fund Management161 KType not verified+1,000
- Nexpoint Asset Management82 KInvestment firm0
- LPL Financial23 KWealth adviser0
- Susquehanna International Group, LLP12 KBank or trading desk+1,423
- Daytona Street Capital3,624Type not verified0
- Clear Street Group2,500Bank or trading desk0
- Osaic Holdings660Wealth adviser0
- Stilwell Value
- Shares
- 710 K
- Change
- −25 K
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- Type
- Type not verified
- Value
- $7.1M
- Shares
- 219 K
- Change
- 0
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- Type
- Type not verified
- Value
- $1.6M
- Ursa Fund Management
- Shares
- 161 K
- Change
- +1,000
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- Type
- Type not verified
- Value
- $1.6M
- Shares
- 82 K
- Change
- 0
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- Type
- Investment firm
- Value
- $823K
- Shares
- 23 K
- Change
- 0
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- Type
- Wealth adviser
- Value
- $229K
- Shares
- 12 K
- Change
- +1,423
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- Type
- Bank or trading desk
- Value
- $119K
- Daytona Street Capital
- Shares
- 3,624
- Change
- 0
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- Type
- Type not verified
- Value
- $38.1K
- Shares
- 2,500
- Change
- 0
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- Type
- Bank or trading desk
- Value
- $25.0K
- Shares
- 660
- Change
- 0
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- Type
- Wealth adviser
- Value
- $6.6K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.