WHLR

Wheeler Real Estate Investment Trust
WHLR

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

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New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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)

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
+$9.55K
2
+$109
3
+$6

Top Sellers

1
-$79.9K
2
-$2.02K
3
-$606
4
SV
Stilwell Value
New York
-$13
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
UBS Group
3
UBS Group
Switzerland
$870
Osaic Holdings
4
Osaic Holdings
Arizona
$109
Citigroup
5
Citigroup
New York
$6
Bank of America
6
Bank of America
North Carolina
–
Morgan Stanley
7
Morgan Stanley
New York
–