VIRGINIA BEACH, VA
WHEELER REAL ESTATE INVESTMENT TRUST, INC.WHLRD— Latest position per institution from SEC 13F filings
15
Institutional holders
2.37M
Total shares held
23.05M
Estimated value
118.33K
Avg. position size
STILWELL VALUE LLC
CIK 1397076
Shares
710.47K
Value
7.10M
Filed
Jun 30, 2026
MAGNOLIA GROUP, LLC
CIK 1618376
Shares
327.66K
Value
3.44M
Filed
Sep 30, 2023
MAGNETAR FINANCIAL LLC
CIK 1352851
Shares
218.51K
Value
1.63M
Filed
Jun 30, 2026
URSA FUND MANAGEMENT, LLC
CIK 1693838
Shares
161K
Value
1.61M
Filed
Jun 30, 2026
BANDERA PARTNERS LLC
CIK 1399386
Shares
153K
Value
1.61M
Filed
Sep 30, 2023
ALMITAS CAPITAL LLC
CIK 1596468
Shares
131.78K
Value
416.83K
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
126.40K
Value
401.60K
Filed
Sep 30, 2025
STEAMBOAT CAPITAL PARTNERS, LLC
CIK 1635663
Shares
118.45K
Value
1.62M
Filed
Dec 31, 2023
JCP INVESTMENT MANAGEMENT, LLC
CIK 1461945
Shares
117.78K
Value
1.24M
Filed
Sep 30, 2023
NEXPOINT ASSET MANAGEMENT, L.P.
CIK 1469877
Shares
82.30K
Value
823.01K
Filed
Jun 30, 2026
CORBIN CAPITAL PARTNERS, L.P.
CIK 1509874
Shares
50K
Value
152.50K
Filed
Dec 31, 2024
CABLE CAR CAPITAL, LP
CIK 1699575
Shares
43.31K
Value
1.18M
Filed
Dec 31, 2024
BURGUNDY ASSET MANAGEMENT LTD.
CIK 1315868
Shares
40.60K
Value
508K
Filed
Jun 30, 2023
LPL FINANCIAL LLC
CIK 1403438
Shares
22.86K
Value
228.65K
Filed
Jun 30, 2026
KRILOGY FINANCIAL LLC
CIK 1659047
Shares
20K
Value
117.47K
Filed
Dec 31, 2025
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
12.58K
Value
19.00
Filed
Sep 30, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
11.86K
Value
118.55K
Filed
Jun 30, 2026
BANK OF NEW YORK MELLON CORP
CIK 1390777
Shares
8.33K
Value
783.92K
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
6.07K
Value
42.19K
Filed
Mar 31, 2026
DAYTONA STREET CAPITAL LLC
CIK 2101936
Shares
3.62K
Value
38.09K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | STILWELL VALUE LLC | 1397076 | 710.47K | 7.10M | Jun 30, 2026 |
| 2 | MAGNOLIA GROUP, LLC | 1618376 | 327.66K | 3.44M | Sep 30, 2023 |
| 3 | MAGNETAR FINANCIAL LLC | 1352851 | 218.51K | 1.63M | Jun 30, 2026 |
| 4 | URSA FUND MANAGEMENT, LLC | 1693838 | 161K | 1.61M | Jun 30, 2026 |
| 5 | BANDERA PARTNERS LLC | 1399386 | 153K | 1.61M | Sep 30, 2023 |
| 6 | ALMITAS CAPITAL LLC | 1596468 | 131.78K | 416.83K | Jun 30, 2026 |
| 7 | CITADEL ADVISORS LLC | 1423053 | 126.40K | 401.60K | Sep 30, 2025 |
| 8 | STEAMBOAT CAPITAL PARTNERS, LLC | 1635663 | 118.45K | 1.62M | Dec 31, 2023 |
| 9 | JCP INVESTMENT MANAGEMENT, LLC | 1461945 | 117.78K | 1.24M | Sep 30, 2023 |
| 10 | NEXPOINT ASSET MANAGEMENT, L.P. | 1469877 | 82.30K | 823.01K | Jun 30, 2026 |
| 11 | CORBIN CAPITAL PARTNERS, L.P. | 1509874 | 50K | 152.50K | Dec 31, 2024 |
| 12 | CABLE CAR CAPITAL, LP | 1699575 | 43.31K | 1.18M | Dec 31, 2024 |
| 13 | BURGUNDY ASSET MANAGEMENT LTD. | 1315868 | 40.60K | 508K | Jun 30, 2023 |
| 14 | LPL FINANCIAL LLC | 1403438 | 22.86K | 228.65K | Jun 30, 2026 |
| 15 | KRILOGY FINANCIAL LLC | 1659047 | 20K | 117.47K | Dec 31, 2025 |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 12.58K | 19.00 | Sep 30, 2023 |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 11.86K | 118.55K | Jun 30, 2026 |
| 18 | BANK OF NEW YORK MELLON CORP | 1390777 | 8.33K | 783.92K | Jun 30, 2026 |
| 19 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 6.07K | 42.19K | Mar 31, 2026 |
| 20 | DAYTONA STREET CAPITAL LLC | 2101936 | 3.62K | 38.09K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.