Who Owns WHLRL?
Wheeler Real Estate Investment Trust, Inc. — Institutional Ownership & 13F Holdings
$80.01
+0.01 (+0.01%)
Market Cap
$90.5M
Shares Outstanding
946,967
Institutional Holders
6
Total Inst. Value
$51K
% of Float Held
—
QoQ Holder Change
-9
Institutional data as of Q1 2025
New Positions
2
Closed Positions
3
Increased
1
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UBS Group AG | $41K | 13,077 |
| 2 | Stilwell Value LLC | $7K | 2,351 |
| 3 | Tower Research Capital LLC (TRC) | $3K | 792 |
| 4 | Park Square Financial Group, LLC | $25 | 8 |
| 5 | JPMORGAN CHASE & CONew | $0 | 1 |
| 6 | MORGAN STANLEYNew | $0 | 83 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +2K | $41K |
| JPMORGAN CHASE & CONew | +1 | $0 |
| MORGAN STANLEYNew | +83 | $0 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Stilwell Value LLC | -45K | $7K |
| Tower Research Capital LLC (TRC) | -2K | $3K |
| Park Square Financial Group, LLC | -158 | $25 |
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Frequently Asked Questions
How many institutional investors hold WHLRL?
As of Q1 2025, 6 institutional investors report holding WHLRL (Wheeler Real Estate Investment Trust, Inc.) in their 13F filings.
Which hedge fund owns the most WHLRL?
The largest institutional holder of WHLRL is UBS Group AG with $41K in shares.
Are institutions buying or selling WHLRL?
This quarter, 2 institutions opened new positions in WHLRL and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.