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WHLR
Wheeler Real Estate Investment Trust
WHLR
WHLR
3 hedge funds and large institutions have $686K invested in Wheeler Real Estate Investment Trust in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.16% less ownership
Funds ownership: 0.28% → 0.12% (-0.16%)
25% less funds holding
Funds holding: 4 → 3 (-1)
80% less capital invested
Capital invested by funds: $3.36M → $686K (-$2.68M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$22.8K |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$79.9K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.34K |
| 3 |
Morgan Stanley
New York
|
-$606 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $673K | – | – | – |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $11.6K | +$22.8K | +21 | +420% |
|
|
3
UBS Group
Zurich,
Switzerland
| $870 | -$4.34K | -4 | -67% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $109 | – | – | – |
|
5
Citigroup
New York
| $6 | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$79.9K | -37 | Closed |
|
|
7
Morgan Stanley
New York
| – | -$606 | – | – |
|