DOSSIER · 13F Holders · Q2 2026
WHLR 9 PERP B

WHEELER REAL ESTATE INVT TR

9 institutions still hold WHEELER REAL ESTATE INVT TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 963025309·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$9M
visible holders
Holders
9
filers reporting
Concentration
77.94%
Stilwell Value LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported WHLR 9 PERP B in Q2 2026. Stilwell Value LLC leads at 77.9% 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
$7M710K4.07%Q2 2026
02
NEXPOINT ASSET MANAGEMENT, L.P.
CIK 0001469877
$823K82K0.06%Q2 2026
03
Ursa Fund Management, LLC
CIK 0001693838
$771K149K0.03%Q4 2025
04
LPL Financial LLC
CIK 0001403438
$229K23K0.00%Q2 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$119K12K0.00%Q2 2026
06
Daytona Street Capital LLC
CIK 0002101936
$38K4K0.03%Q2 2026
07
Clear Street Group Inc.
CIK 0001881567
$25K3K0.00%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$7K6600.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025