Vault-13

WHEELER REAL ESTATE INVT TR WHLR 9 PERP B

CV PFD SER B · PUBLIC · CUSIP 963025309

9 institutional holders -2 vs Q1 2026
1,213,7831.2m shares reported held*
$11.6mreported value*
0 new 2 added 1 reduced 2 sold out net sold ≈ $286.5k (-28.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 12Q4 22: 12Q1 23: 11Q2 23: 12Q3 23: 11Q4 23: 11Q1 24: 9Q2 24: 2Q3 24: 1Q4 24: 11Q1 25: 1Q2 25: 9Q3 25: 11Q4 25: 11Q1 26: 11Q2 26: 99Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202212
Q4 202212
Q1 202311
Q2 202312
Q3 202311
Q4 202311
Q1 20249
Q2 20242
Q3 20241
Q4 202411
Q1 20251
Q2 20259
Q3 202511
Q4 202511
Q1 202611
Q2 20269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 0 bought or addedQ3 24: 1 cut or sold outQ4 24: 10 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 10 cut or sold outQ2 25: 8 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 2 cut or sold outQ4 25: 0 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 4 cut or sold outQ2 26: 2 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202401
Q4 2024100
Q1 2025010
Q2 202581
Q3 202542
Q4 202506
Q1 202634
Q2 202623

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +1,423+1.4k
Ursa Fund Management, LLC Added +1,000+1.0k

Biggest sellers

STILWELL VALUE LLC Reduced -25,000-25.0k
WOLVERINE ASSET MANAGEMENT LLC Sold out -6,071-6.1k
UBS Group AG Sold out -1-1

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STILWELL VALUE LLC 4.07% of their portfolio NEW YORK, NY 710,466710.5k $7.1m $7.1m 4.07% Reduced -25.0k -25,000
2 Magnetar Financial LLC 0.01% of their portfolio EVANSTON, IL 218,512218.5k $1.6m $1.6m 0.01% Unchanged
3 Ursa Fund Management, LLC 0.26% of their portfolio Danville, CA 161,000161.0k $1.6m $1.6m 0.26% Added +1.0k +1,000
4 NEXPOINT ASSET MANAGEMENT, L.P. 0.06% of their portfolio Dallas, TX 82,30182.3k $823.0k $823.0k 0.06% Unchanged
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 22,86522.9k $228.7k $228.7k 0.00% Unchanged
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,85511.9k $118.5k $118.5k 0.00% Added +1.4k +1,423
7 Daytona Street Capital LLC 0.03% of their portfolio SAINT LOUIS, MO 3,6243.6k $38.1k $38.1k 0.03% Unchanged
8 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 2,5002.5k $25.0k $25.0k 0.00% Unchanged
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 660660 $6.6k $6.6k 0.00% Unchanged