WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Trends Analyst Outlook Journalist POV

5 hedge funds and large institutions have $3.36M invested in Wheeler Real Estate Investment Trust in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$3.26M
2
+$79.9K
3
+$9.46K
4
UBS Group
UBS Group
Switzerland
+$2.65K
5
Morgan Stanley
Morgan Stanley
New York
+$533

Top Sellers

1
-$25
2
-$3
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$3.26M
Bank of America
2
Bank of America
North Carolina
$79.9K
UBS Group
3
UBS Group
Switzerland
$14K
TRCT
4
Tower Research Capital (TRC)
New York
$10.1K
Morgan Stanley
5
Morgan Stanley
New York
$606
PSFG
6
Park Square Financial Group
Georgia
–
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
–