WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Trends Analyst Outlook Journalist POV

5 hedge funds and large institutions have $51.5K invested in Wheeler Real Estate Investment Trust in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $
Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
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
+$39.6K
2
+$2.08K
3
+$262

Top Sellers

1
-$11.4K
2
-$13
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$41.3K
SV
2
Stilwell Value
New York
$7.43K
TRCT
3
Tower Research Capital (TRC)
New York
$2.5K
Morgan Stanley
4
Morgan Stanley
New York
$262
PSFG
5
Park Square Financial Group
Georgia
$25
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3
BP
7
Bandera Partners
New York
–
Bank of America
8
Bank of America
North Carolina
–