WHEELER REAL ESTATE INVT TR
COM · CUSIP 963025846
0
institutional holders
-6 vs Q4 2024
—reported value*
0 new
0 added
0 reduced
6 sold out
net sold ≈ $57.0k (-16.9k 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 Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 6 |
| Q1 2025 | 0 |
Biggest buyers
| None |
Biggest sellers
| UBS Group AG | Sold out | -10.8k |
| Bandera Partners LLC | Sold out | -3.4k |
| Tower Research Capital LLC (TRC) | Sold out | -2.6k |
| Park Square Financial Group, LLC | Sold out | -166 |
| BANK OF AMERICA CORP /DE/ | Sold out | -4 |
| 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 |
|---|---|
STILWELL JOSEPH
13D · may seek influence
filed 2025-06-13
Stated purposeWe are filing this Thirty-Sixth Amendment to report that members of the Group have converted Notes into shares of the Issuer's Common Stock. The Notes are defined and further discussed in Item 6 of this Thirty-Sixth Amendment. Our purpose in acquiring the Common Stock of the Issuer is to profit from the appreciation in the Issuer's securities and the market price of the shares of Common Stock through asserting shareholder rights. Members of the Group may seek to make additional purchases or sales of shares of Common Stock. Except as described in this filing, no member of the Group has any plans or proposals which relate to, or could result in, any of the matters referred to in paragraphs (a) through (j), inclusive, of Item 4 of Schedule 13D. Members of the Group may, at any time and from… Full filing |
50.0% |
| Magnetar Financial LLC 13G · institution filed 2025-02-14 | 9.8% |
Holders, Q1 2025
| Manager | Shares | Change |
|---|