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WHLR

Wheeler Real Estate Investment Trust

4 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 2 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

6,424% more capital invested

Capital invested by funds: $51.5K → $3.36M (+$3.31M)

100% more funds holding

Funds holding: 24 (+2)

0.28% more ownership

Funds ownership: 0%0.28% (+0.28%)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$3.26M +$4.55M +1,492 +149,200%
Bank of America
2
Bank of America
North Carolina
$79.9K +$113K +37 New
UBS Group
3
UBS Group
Switzerland
$14K +$3.05K +1 +20%
TRCT
4
Tower Research Capital (TRC)
New York
$10.1K +$15.3K +5 New
Morgan Stanley
5
Morgan Stanley
New York
$606
JP Morgan Chase
6
JP Morgan Chase
New York
-$3
PSFG
7
Park Square Financial Group
Georgia
-$25