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WHLRL

Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031
WHLRL

4 hedge funds and large institutions have $90.6M invested in Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 in 2026 Q2 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $90.1M → $90.6M (+$444K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.77% less ownership

Funds ownership: 84.32% → 82.56% (-1.8%)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
–
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
SV
Stilwell Value
New York
-$1.41M
2
AC
Almitas Capital
California
-$426K

WHLRL Hedge Fund Activity: Q2 2026 in Review

4 of the 8,330 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) for Q2 2026, worth a combined $90.6M — up 0.49% from $90.1M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of WHLRL and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.

The largest seller was Stilwell Value, cutting an estimated $1.41M.

  • 4 institutional investors held Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) as of Q2 2026, down from 5 in Q1 2026.
  • Funds reported $90.6M of Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 stock for Q2 2026, up 0.49% quarter-over-quarter.
  • 0 funds opened new Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 positions in Q2 2026 and 1 closed out, a net change of -1 holder.
  • The largest Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 seller in Q2 2026 was Stilwell Value, an estimated $1.41M sold.

Based on aggregated 13F filings for Q2 2026.