DOSSIER · 13F Holders · Q2 2026
WHLR 7 12/31/31

WHEELER REAL ESTATE INVT TR

5 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 963025804·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$73M
visible holders
Holders
5
filers reporting
Concentration
98.33%
Stilwell Value LLC #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported WHLR 7 12/31/31 in Q2 2026. Stilwell Value LLC leads at 98.3% 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
$71M866K40.96%Q2 2026
02
Bank of New York Mellon Corp
CIK 0001390777
$784K8K0.00%Q2 2026
03
Almitas Capital LLC
CIK 0001596468
$417K132K0.10%Q2 2026
04
MORGAN STANLEY
CIK 0000895421
$16K2000.00%Q2 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025