SV
WHLRL

Stilwell Value’s Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 WHLRL Stock Holding History

Stilwell Value’s Portfolio WHLRL Stock Details WHLRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70.8M Hold
883,221
– – 42.43% 1
2025
Q4 		$70.8M Sell
883,221
-67,500
-7% -$6.1M 39.03% 1
2025
Q3 		$71.3M Sell
950,721
-469
-0% -$65.1K 31.53% 2
2025
Q2 		$71.3M Sell
951,190
-60,500
-6% -$9.74M 34.75% 2
2025
Q1 		$75.9M Hold
1,011,690
– – 39% 1
2024
Q4 		$67.2M Hold
1,011,690
– – 33.88% 1
2024
Q3 		$66.3M Buy
1,011,690
+5,017
+0.5% +$433K 31.36% 1
2024
Q2 		$64.4M Buy
1,006,673
+131
+0% +$8.32K 33.55% 1
2024
Q1 		$61.4M Buy
1,006,542
+2,108
+0.2% +$118K 31.81% 2
2023
Q4 		$57.3M Buy
1,004,434
+1,001
+0.1% +$56K 29.93% 2
2023
Q3 		$55.2M Buy
1,003,433
+3,438
+0.3% +$177K 30.14% 2
2023
Q2 		$46.2M Hold
999,995
– – 25.78% 2
2023
Q1 		$35M Buy
+999,995
New +$35.3M 19.53% 2

Other funds holding WHLRL

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stilwell Value's WHLRL Position: Q1 2026 in Review

Stilwell Value held its Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) position steady in Q1 2026 at 883,221 shares worth $70.8M. The position accounts for 42.43% of the portfolio, ranked #1.

Stilwell Value first reported a position in WHLRL in Q1 2023 and has held it in 13 quarters since. The position peaked at $75.9M in Q1 2025. 5 funds tracked by Wall St. Rank hold WHLRL as of Q1 2026.

  • Stilwell Value held 883,221 shares of Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 worth $70.8M as of Q1 2026.
  • Stilwell Value left its Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 share count unchanged in Q1 2026.
  • Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 made up 42.43% of Stilwell Value's portfolio in Q1 2026, its #1 holding.
  • Stilwell Value first reported a position in Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 in Q1 2023 and has held it in 13 quarters since.
  • Stilwell Value's Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 position peaked at $75.9M in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 as of Q1 2026.

Based on Stilwell Value's 13F filing for Q1 2026, filed 6 May 2026.