DOSSIER · 13F Holders · Q2 2026
WHLR

WHEELER REAL ESTATE INVT TR IN COM

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

CUSIP 963025754·1 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$275
visible holders
Holders
1
filers reporting
Concentration
100.00%
Allied Private Wealth LLC #1
top holder share
AI Holders Summary · Q2 2026

1 institutions reported WHLR in Q2 2026. Allied Private Wealth LLC leads at 100.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Allied Private Wealth LLC
CIK 0002132253
$2756400.00%Q2 2026
Insiders at WHEELER REAL ESTATE INVT TR IN COM
Hrt Financial LpHannon Gregory PaulCampbell Kerry G.Franklin Michael Andrew