Vault-13

WHEELER REAL ESTATE INVT TR

COM · CUSIP 963025812

0 institutional holders -6 vs Q2 2025
—reported value*
0 new 0 added 0 reduced 5 sold out net sold ≈ $3.4m (-554.9k 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.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0246Q2 25: 6Q3 25: 00Q2 25Q3 25
Numbers
QuarterHolders
Q2 20256
Q3 20250

Biggest buyers

None

Biggest sellers

STILWELL VALUE LLC Sold out -537,616-537.6k
BANK OF AMERICA CORP /DE/ Sold out -13,180-13.2k
UBS Group AG Sold out -2,306-2.3k
Tower Research Capital LLC (TRC) Sold out -1,674-1.7k
MORGAN STANLEY Sold out -100-100

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Magnetar Financial LLC 13G · institution filed 2025-08-14 9.8% 118.9k 2025-08-14

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change