Wheeler Real Estate Investment Trust, Inc. 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL)
REAL ESTATE INVESTMENT TRUSTS
Wheeler Real Estate Investment Trust, Inc. 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) is listed on Nasdaq, where it has traded since August 16, 2021.
- Listed On
- Nasdaq
- Listed Since
- August 16, 2021
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 5 institutions reported holding WHLRL, with 1.2 million shares worth $90.6 million in aggregate. The largest reported holder was Stilwell Value, with 865,721 shares worth $71.4 million. Of the 5 largest holders listed below, 1 added shares, 1 reduced its position and 3 held their positions unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Stilwell Value | 865,721 | $71M | Reduced 1.98% |
| Magnetar Financial | 190,823 | $18M | Unchanged |
| Almitas Capital | 131,775 | $417K | Added 2400% |
| BNY Mellon | 8,332 | $784K | Unchanged |
| Morgan Stanley | 200 | $16K | Unchanged |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is WHLRL?
Wheeler Real Estate Investment Trust, Inc. 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) is listed on Nasdaq, where it has traded since August 16, 2021.
Who are the largest institutional holders of WHLRL?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of WHLRL were Stilwell Value, Magnetar Financial and Almitas Capital.
How many institutions own WHLRL?
5 institutions reported a position in WHLRL for the quarter ended June 30, 2026, worth $90.6 million in total.
Did institutions buy or sell WHLRL last quarter?
Of the 5 largest reported holders, 1 added shares, 1 reduced its position and 3 held their positions unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for WHLRL.
Every reported institutional holder, plus insider and congressional trades in WHLRL, on SentiSense.