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WHLR · NASDAQ · REIT - Retail

Wheeler Real Estate Investment Trust (WHLR)

Owns and operates grocery-anchored and necessity-based shopping centers in secondary and tertiary markets.

$2.00
vs last close−0.07 (−3.30%)

13F · 13D/G · Form 4

Insiders0.01%7 shares
1 holder · as of Nov 7, 2025
Strategic holders0.27%146 shares
1 holder · as of Sep 11, 2026
Other99.72%53.5K shares
remainder

53.7K company shares as of Sep 22, 2026 · holders as of their latest filing

Two share counts disagree (53.7K in the company's Sep 22, 2026 report, 27.4K elsewhere); stakes use the report.

13F · 13D/G · Form 4

HolderStakeSharesDate
HRT Financial LPStrategic10 percent owner
0.27%146filed Sep 11, 2026
Joseph StilwellInsiderdirector, 10 percent owner
0.01%7filed Nov 7, 2025
AY2 Capital LLCInstitution
9.80% of class, as filedfiled Feb 14, 2025
Amster HowardInsider
23.50% of class, as filedfiled Feb 2, 2026
Andrew R. JonesInsider
5.40% of class, as filedfiled Jul 21, 2017
Bradley J. SchaferInsider
3.79% of class, as filedfiled Jun 2, 2022
Calm Waters PartnershipInstitution
5.70% of class, as filedfiled Feb 4, 2020
Cable Car Capital LLCInstitution
4.95% of class, as filedfiled Aug 9, 2024
Calgary LeveenInsider
5.12% of class, as filedfiled Apr 29, 2022
EJF Capital LLCInstitution
5.20% of class, as filedfiled Feb 14, 2017
Eidelman Virant Capital, Inc.Institution
6.90% of class, as filedfiled Feb 2, 2022
FMR LLCStrategic
11.12% of class, as filedfiled Feb 12, 2018
Forward Management, LLCInstitution
4.93% of class, as filedfiled Apr 9, 2018
Harrison WreschnerInsider
8.10% of class, as filedfiled Feb 14, 2024
JCP Investment Management, LLCStrategic
9.70% of class, as filedfiled Nov 3, 2022
LDR Capital Management, LLCStrategic
6.23% of class, as filedfiled Feb 13, 2017
Magnetar Financial LLCStrategic10 percent owner
0.00%0filed Apr 16, 2026
Morgan StanleyInsider
0.45% of class, as filedfiled May 10, 2021
Parsa KiaiInsider
12.00% of class, as filedfiled Feb 16, 2021
Russell DouglasInsider
13.36% of class, as filedfiled Nov 7, 2024
The Magnolia Group, LLCInstitution
9.28% of class, as filedfiled Apr 22, 2021
Ursa Fund Management LLCInstitution
13.36% of class, as filedfiled Mar 12, 2025
Michael Andrew Franklin1,2Insiderofficer: Chief Operating Officer
filed Jul 16, 2019
Jeffrey M. Zwerdling3,2Insiderdirector
filed Mar 1, 2019
Corbin Capital Partners, L.P.4Strategic10 percent owner
0.00%0filed Oct 11, 2023
  1. Last filed Jul 16, 2019; leaving the company requires no filing. Not in the bar.
  2. Filed after the 1-for-8 reverse split, Apr 3, 2017, with the count's adjustment unstated. Not in the bar.
  3. Last filed Mar 1, 2019; leaving the company requires no filing. Not in the bar.
  4. Last filed Oct 11, 2023; leaving the company requires no filing. Not in the bar.

13F

No 13F holders on record.

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Stilwell Associates L Pincl. Stilwell Value Partners VII, L.P., Stilwell Activist Fund, L.P. +3 more49.99%13DAug 19, 2026
Magnetar Financial LLC45.00%13GMay 15, 2026
Amster Howard23.50%13DFeb 2, 2026
Ursa Fund Management LLC13.36%13GMar 12, 2025
Russell Douglasincl. Andrew Hahn, Ursa Fund Management LLC +2 more13.36%13GNov 7, 2024
AY2 Capital LLC9.80%13GFeb 14, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 10, 2026
HRT Financial LP10 percent owner
Sale5,048$0.36901,315
Sep 9, 2026
HRT Financial LP10 percent owner
Purchase11,253$0.37603,733
Sep 8, 2026
HRT Financial LP10 percent owner
Purchase8,197$0.39007,520
Jul 8, 2026
HRT Financial LP10 percent owner
Sale66,584$0.490095,390
Jul 7, 2026
HRT Financial LP10 percent owner
Purchase40,591$0.6050161,974
Jul 2, 2026
HRT Financial LP10 percent owner
Purchase17,348$1.3999,680
Jul 6, 2026
HRT Financial LP10 percent owner
Purchase21,703$0.0814121,383
Jun 30, 2026
HRT Financial LP10 percent owner
Purchase24,997$1.3867,635
Jul 1, 2026
HRT Financial LP10 percent owner
Purchase14,698$1.1482,333
Jun 30, 2026
Joseph Stilwelldirector, 10 percent owner:
Sale1,103$6,154,444,800.0021,148

House and Senate disclosures

Not reported.