Vault-13

WHEELER REAL ESTATE INVT TR WHLR 7 12.31.31

7% SR NT 31 · PUBLIC · CUSIP 963025804

5 institutional holders +0 vs Q1 2026
1,065,0761.1m shares reported held*
$90.6mreported value*
1 new 0 added 1 reduced 1 sold out net sold ≈ $1.5m (-22.8k 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 ≈ $85.06.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q1 23: 4Q2 23: 4Q3 23: 4Q4 23: 4Q1 24: 3Q2 24: 3Q3 24: 3Q4 24: 3Q1 25: 5Q2 25: 5Q3 25: 6Q4 25: 5Q1 26: 5Q2 26: 55Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 20234
Q2 20234
Q3 20234
Q4 20234
Q1 20243
Q2 20243
Q3 20243
Q4 20243
Q1 20255
Q2 20255
Q3 20256
Q4 20255
Q1 20265
Q2 20265

Buyers vs sellers

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

Bought or addedCut or sold out
404Q3 24: 1 bought or addedQ3 24: 0 cut or sold outQ4 24: 0 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 0 cut or sold outQ2 25: 1 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 1 cut or sold outQ4 25: 1 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 0 cut or sold outQ2 26: 1 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410
Q4 202400
Q1 202520
Q2 202511
Q3 202541
Q4 202514
Q1 202600
Q2 202612

Biggest buyers

Almitas Capital LLC New +131,775+131.8k

Biggest sellers

STILWELL VALUE LLC Reduced -17,500-17.5k
Almitas Capital LLC Sold out -5,271-5.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STILWELL VALUE LLC 40.96% of their portfolio NEW YORK, NY 865,721865.7k $71.4m $71.4m 40.96% Reduced -17.5k -17,500
2 Magnetar Financial LLC 0.16% of their portfolio EVANSTON, IL 190,823190.8k $18.0m $18.0m 0.16% Unchanged
3 Almitas Capital LLC 0.10% of their portfolio SANTA MONICA, CA 131,775131.8k $416.8k $416.8k 0.10% New
4 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 8,3328.3k $783.9k $783.9k 0.00% Unchanged
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 200200 $15.6k $15.6k 0.00% Unchanged