DOSSIER · 13F Holders · Q4 2025
WHLR 9 PERP B

WHEELER REAL ESTATE INVT TR

11 institutions still hold WHEELER REAL ESTATE INVT TR as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 963025309·11 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$6M
visible holders
Holders
11
filers reporting
Concentration
70.37%
Stilwell Value LLC #1
top holder share
AI Holders Summary · Q4 2025

11 institutions reported WHLR 9 PERP B in Q4 2025. Stilwell Value LLC leads at 70.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Stilwell Value LLC
CIK 0001397076
$4M761K2.18%Q4 2025
02
Ursa Fund Management, LLC
CIK 0001693838
$771K149K0.03%Q4 2025
03
NEXPOINT ASSET MANAGEMENT, L.P.
CIK 0001469877
$572K82K0.04%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$159K23K0.00%Q1 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$73K10K0.00%Q1 2026
06
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$42K6K0.00%Q1 2026
07
Daytona Street Capital LLC
CIK 0002101936
$25K4K0.02%Q1 2026
08
Clear Street Group Inc.
CIK 0001881567
$17K3K0.00%Q1 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$5K6600.00%Q1 2026
10
UBS Group AG
CIK 0001610520
$710.00%Q1 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025