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WHLR

Wheeler Real Estate Investment Trust

2 hedge funds and large institutions have $686K invested in Wheeler Real Estate Investment Trust in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 22 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.01% less ownership

Funds ownership: 0.01%0.01% (-0.01%)

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: 10 (-1)

Holders
2
Holders Change
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$21.7K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$79.9K
2
Morgan Stanley
Morgan Stanley
New York
-$606

WHLR Hedge Fund Activity: Q3 2025 in Review

2 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust (WHLR) for Q3 2025, worth a combined $686K — down 80% from $3.36M a quarter earlier.

Fund positioning in WHLR was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $21.7K. The largest seller was Bank of America, exiting entirely with an estimated $79.9K sold.

  • 2 institutional investors held Wheeler Real Estate Investment Trust (WHLR) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $686K of Wheeler Real Estate Investment Trust stock for Q3 2025, down 80% quarter-over-quarter.
  • 1 fund opened new Wheeler Real Estate Investment Trust positions in Q3 2025 and 1 closed out, a net change of 0 holders.
  • The largest Wheeler Real Estate Investment Trust buyer in Q3 2025 was Tower Research Capital (TRC), an estimated $21.7K added.
  • The largest Wheeler Real Estate Investment Trust seller in Q3 2025 was Bank of America, an estimated $79.9K sold.

Based on aggregated 13F filings for Q3 2025.