13F Insight
DOSSIER · 13F Holders · Q4 2025Most-boughtAI cap-ex
WHLR 7 12/31/31

WHEELER REAL ESTATE INVT TR

5 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 963025804·5 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 8.2%
vs prior quarter
13F value held
$72M
55.0% inst. owned
of float
Holders
5
-51 QoQ
filers reporting
Activity
+15 / −104
+998 added · −779 reduced
this quarter
Concentration
98.29%
Stilwell Value LLC #1
top holder share
AI Holders Summary · Q4 2025

5 institutions reported WHLR 7 12/31/31 in Q4 2025. Stilwell Value LLC leads at 98.3% of the visible book. -51 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Stilwell Value LLC
CIK 0001397076
$71M883K39.03%Q4 202502
Bank of New York Mellon Corp
CIK 0001390777
$791,5408K0.00%Q1 202603
Almitas Capital LLC
CIK 0001596468
$421,6805K0.10%Q1 202604
MORGAN STANLEY
CIK 0000895421
$16,0002000.00%Q1 202605
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025