Wheeler Real Estate Investment Trust, Inc.
Wheeler Real Estate Investment Trust, Inc. is a real estate investment trusts company on NASDAQ, with a market cap of $5.5M. As of Q3 2025, 3327% of shares are held by 10 institutional investors, with Stilwell Value LLC as the largest holder at 11.35%.
Overview
Overview of institutional ownership in WHLR and WHLRL and WHLRL as of Q3 2025 with a market cap of $5.9M
All Institutions
- Institutions
- 10
- Value Held
- $197.3M
- Shares Held
- 2.4M
- Avg Position
- $11.6M
- Median Position
- $401.6K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $195.9M
- Shares Held
- 2.4M
- Avg Position
- $28.0M
- Median Position
- $25.9M
Ownership Breakdown
Based on market cap of $5.9M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in WHLR and WHLRL and WHLRL as of Q3 2025
| Institution | Position Value |
|---|---|
S Stilwell Value LLC Hedge Fund•Activist | $143.3M 51.02% of portfolio |
 Magnetar Financial LLC Hedge Fund•Multi-Strategy | $51.8M 0.34% of portfolio |
 Almitas Capital LLC RIA/Wealth | $1.2M 0.28% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $803.2K 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $87.4K 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $46.0K 0.00% of portfolio |
T Tower Research Capital LLC Institution | $11.6K 0.00% of portfolio |
 UBS Group AG Institution | $870.0 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $109.0 0.00% of portfolio |
 CITIGROUP INC Institution | $6.0 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for WHLR and WHLRL and WHLRL in Q3 2025
- Traded
- +$793.4K
- Buyers
- 6
- Sellers
- 2
- Total Bought
- +$865.8K
- Total Sold
- −$72.4K
- Avg Position
- $19.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$803.2K +-187.0K shares |
MORGAN STANLEY RIA/Wealth | +$45.4K +380.0 shares |
T Tower Research Capital LLC Institution | +$9.5K +1.5K shares |
BANK OF AMERICA CORP /DE/ Institution | +$7.5K +-1.9K shares |
A Advisor Group Holdings, Inc. Institution | +$109.0 +16.0 shares |
CITIGROUP INC Institution | +$6.0 +1.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
S Stilwell Value LLC Hedge Fund•Activist | −$70.4K −940.2 shares |
UBS Group AG Institution | −$2.0K −322.2 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited WHLR and WHLRL and WHLRL in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in WHLR and WHLRL and WHLRL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with WHLR and WHLRL and WHLRL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S Stilwell Value LLC Hedge Fund•Activist | 51.02% $143.3M |
Magnetar Financial LLC Hedge Fund•Multi-Strategy | 0.34% $51.8M |
Almitas Capital LLC RIA/Wealth | 0.28% $1.2M |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% $803.2K |
T Tower Research Capital LLC Institution | 0.00% $11.6K |
BANK OF AMERICA CORP /DE/ Institution | 0.00% $87.4K |
MORGAN STANLEY RIA/Wealth | 0.00% $46.0K |
UBS Group AG Institution | 0.00% $870.0 |
A Advisor Group Holdings, Inc. Institution | 0.00% $109.0 |
CITIGROUP INC Institution | 0.00% $6.0 |
Hedge Fund Spotlight
Discover hedge funds investing in WHLR and WHLRL and WHLRL
- Portfolio Value
- $15.4B
- Positions
- 724
- Last Reported
- Q3 2025
Position in Wheeler Real Estate Investment Trust, Inc.
WHLR and WHLRL and WHLRL
- Market Value
- $170.6M
- Shares Held
- 4.0M
- Portfolio Weight
- 3.11%
- Owned Since
- 2023-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $11.2B | 72.75% | |
Railroads Industrials | $107.6M | 0.70% | |
Software - Infrastructure Technology | $102.1M | 0.66% |
