WHEELER REAL ESTATE INVT TR
CUSIP 963025309
Wheeler Real Estate Invt Tr has 11 institutional holders in Filings Flow’s 13F database, together reporting 1.24M shares worth $9M as of Q1 2026. The largest reported holders are Stilwell Value LLC, Magnetar Financial LLC, and Ursa Fund Management, LLC.
Institutional Holders
11
Q1 2026
Reported Value
$9M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Stilwell Value LLC$167M AUM | 3.06% | $5M | 735.5K | Q1 2026 |
| Ursa Fund Management, LLC$108M AUM | 1.03% | $1M | 160.0K | Q1 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM | 0.04% | $571,992 | 82.3K | Q1 2026 |
| Daytona Street Capital LLC$130M AUM | 0.02% | $25,187 | 3.6K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.02% | $2M | 218.5K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.00% | $117,470 | 20.0K | Q4 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $42,193 | 6.1K | Q1 2026 |
| Clear Street Group Inc.$24.6B AUM | 0.00% | $17,375 | 2.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $158,914 | 22.9K | Q1 2026 |
| CLEAR STREET LLC$25.1B AUM | 0.00% | $9,900 | 2.5K | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $72,502 | 10.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $4,587 | 660 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $7 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.