Company Analysis

Wheeler Real Estate Investment Trust, Inc. (WHLR)

Nasdaq: WHLR · Real Estate Investment Trusts · Virginia Beach, VA · filing with the SEC since 2011
Grade4.2
◀ Past 2.5● Present 4.1▶ Future 5.8
1 est.

Who owns Wheeler Real Estate Investment Trust, Inc.

As filed with the SEC
Holders of 5% or more
5
Stilwell Value Partners VII, L.P. holds 50% of Common Stock, par value $0.01 per share, as its SCHEDULE 13D/A filed Aug 19, 2026 says.
Directors and officers
10
report now, of 38 people on the record since 2012. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Stilwell Value Partners VII, L.P.
SCHEDULE 13D/A · filed Aug 19, 2026 · Common Stock, par value $0.01 per share · 50% in Nov 24, 2025
50%
Magnetar Financial LLC
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock, $0.01 par value per share · 45% in May 15, 2026
45%
Amster Howard
SCHEDULE 13D/A · filed Feb 2, 2026 · SERIES D CUMULATIVE PREFERRED STOCK
23.5%
AY2 Capital LLC
SCHEDULE 13G/A · filed Feb 14, 2025 · Common Stock, $0.01 par value per share
9.8%
Jane Street Group, LLC
SCHEDULE 13G · filed Oct 8, 2026 · Common Stock, $0.09 par value per share
6.4%
Ursa Fund Management LLC
SCHEDULE 13G/A · filed Mar 12, 2025 · Series D Cumulative Preferred Stock · reported falling below 5%
under 5%
Diveroli Investment Group LLC
SCHEDULE 13D/A · filed Oct 2, 2025 · Common Stock, $0.01 par value per share · reported falling below 5%, from 9.48% in Sep 2, 2025
under 5%
Magnolia Capital Fund, LP
SCHEDULE 13G/A · filed Jan 8, 2025 · Series D Cumulative Convertible Preferred Stock · reported falling below 5%
under 5%
What WHLR reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Cedar Realty Trust
An entity · legal entity · owns, named in the 10-K filed Mar 5, 2026
Stilwell Activist Investments, L.P.
An investee · investee · invested in, named in the 10-K filed Mar 5, 2026

87 subsidiaries in 0 countries, from the list filed with the 10-K filed Mar 5, 2026.

Insider tradesForm 4
1sales
0purchases
0sales on a scheduled plan
1people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Oct 2, 2025 to Oct 2, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
15161718192021222326
2026 runs to Oct 2, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window5 of 58 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Snyderman David J.10% owner10$100,00000$0
Hrt Financial LP10% owner2$007$100,000
Stilwell Josephdirector1$000$0
Magnetar Capital Partners LP10% owner1$000$0
Supernova Management LLC10% owner3$000$0
SI Assistanton WHLR · research, not advice