SEC 13F Intelligence

WHEELER REAL ESTATE INVT TR

CUSIP 963025770

Wheeler Real Estate Invt Tr has 5 institutional holders in Filings Flow’s 13F database, together reporting 165.7K shares worth $152,978 as of Q1 2026. The largest reported holders are Magnetar Financial LLC, Stilwell Value LLC, and Tower Research Capital LLC (Trc).

Institutional Holders
5
Q1 2026
Reported Value
$152,978
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 1Q4 ’25Q1 ’26: 5Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $97,068Q4 ’25Q1 ’26: $152,978Q1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Stilwell Value LLC$167M AUM0.05%$97,06857.1KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.00%$152,322145.1KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$589636Q1 2026
UBS Group AG$666.3B AUM0.00%$4852Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$12Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.