WHEELER REAL ESTATE INVT TR
COM · CUSIP 963025820
0
institutional holders
-7 vs Q1 2025
—reported value*
0 new
0 added
0 reduced
7 sold out
net sold ≈ $51.5k (-16.3k 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 Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 7 |
| Q2 2025 | 0 |
Biggest buyers
| None |
Biggest sellers
| UBS Group AG | Sold out | -13.1k |
| STILWELL VALUE LLC | Sold out | -2.4k |
| Tower Research Capital LLC (TRC) | Sold out | -792 |
| MORGAN STANLEY | Sold out | -83 |
| Park Square Financial Group, LLC | Sold out | -8 |
| JPMORGAN CHASE & CO | Sold out | -1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Sold out | 0 |
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.
| Holder | Stake |
|---|---|
| Magnetar Financial LLC 13G · institution filed 2025-05-15 | 9.8% |
Holders, Q2 2025
| Manager | Shares | Change |
|---|