$WHLR

$0.29 +$0.01 (2.93%) After hours

$WHLR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.9M shares outstanding

Who owns WHLR?

By type of holder

Institutions 5.6% Insiders 3.3% Everyone else 91.0%

Concentration Top 10 holders own 780.8%

Stilwell Value Partners VII, L.P. 126.0% · Stilwell Activist Fund, L.P. 126.0%

Institutional ownership

5.6%

-2.9 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

−56.7K

by institutions in Q2 2026

New / sold out

3 / 4

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

HRT Financial LP NEW +67.6K
Virtu Financial LLC +10.7K

Biggest sellers in Q2 2026

Magnetar Financial LLC SOLD OUT −145.1K
Tower Research Capital LLC (TRC) SOLD OUT −636

Who is planning to sell?

Notices of proposed sale, last 12 months

$14.5M

10 notices from 2 people

Shares covered

267.5K

13.85% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Stilwell Value LLC 10% stockholder $14.4M
Campbell Kerry G. Director $67.4K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+166934.4%

+166934.38% a year

Each share's claim on the business

−99.9%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

70.9%

of institutional shares changed hands

Top 10 managers, median time held

0 quarters

Super Investors

Investment managers reporting WHLR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MF Magnetar Financial LLC	—	—	SOLD OUT	—	0.0%
Shares held by quarter Peak holding145.1K (Q1'26) Change over 8 quarters0 Magnetar Financial LLC's full portfolio →
HF HRT Financial LP	67.6K	3.50%	NEW	Q2 '26	0.0%
Shares held by quarter Peak holding67.6K (Q2'26) Change over 8 quarters+67.6K Share of the company3.500% HRT Financial LP's full portfolio →

Magnetar Financial LLC

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

HRT Financial LP

67.6K

% of company

3.50%

Change vs last qtr

NEW

Held since

Q2 '26

6 more super investors behind a free account

See every manager holding Wheeler Real Estate Investment Trust Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WHLR on Form N-PORT; together they hold 0.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
HO Highland Opportunities and Income Fund Highland Opportunities and Income Fund	$108K	3.0K	0.15%	0.02%	June 30, 2026
FE Fidelity Extended Market Index Fund Fidelity Concord Street Trust	$10.8K	5.7K	0.30%	0.00%	February 28, 2026

Highland Opportunities and Income Fund

Position value

$108K

% of company

0.15%

% of the fund

0.02%

As of

June 30, 2026

Fidelity Extended Market Index Fund

Fidelity Concord Street Trust

Position value

$10.8K

% of company

0.30%

% of the fund

0.00%

As of

February 28, 2026

1 more funds behind a free account

See every fund holding Wheeler Real Estate Investment Trust Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SV Stilwell Value Partners VII, L.P. 5%+ holder 13D · 50.0%	2.4M	126.00%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company126.000% Disclosed stake13D · 50.0% View the 13D/G filing →
SA Stilwell Activist Fund, L.P. 5%+ holder 13D · 50.0%	2.4M	126.00%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company126.000% Disclosed stake13D · 50.0% View the 13D/G filing →

Stilwell Value Partners VII, L.P.

5%+ holder13D · 50.0%

2.4M

% of company

126.00%

Change vs last qtr

—

Held since

—

Stilwell Activist Fund, L.P.

5%+ holder13D · 50.0%

2.4M

% of company

126.00%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of Wheeler Real Estate Investment Trust Inc.

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