Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031
WHLRL
5 hedge funds and large institutions have $98.3M invested in Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $102M → $98.3M (-$3.35M)
92.52% less ownership
Funds ownership: 92.52% → 0% (-93%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$52.7K |
| 2 |
Morgan Stanley
New York
|
+$27.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
-$65.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $71.3M | -$65.1K | -469 | -0% |
|
|
MF
2
Magnetar Financial
Evanston,
Illinois
| $25.9M | – | – | – |
|
|
AC
3
Almitas Capital
Santa Monica,
California
| $606K | – | – | – |
|
4
Citadel Advisors
Miami,
Florida
| $402K | – | – | – |
|
|
5
Bank of America
Charlotte,
North Carolina
| $43.7K | +$52.7K | +380 | New |
|
|
6
Morgan Stanley
New York
| $23K | +$27.8K | +200 | New |
|
WHLRL Hedge Fund Activity: Q3 2025 in Review
5 of the 7,620 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 Q3 2025, worth a combined $98.3M — down 3.3% from $102M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WHLRL positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $52.7K. The largest seller was Stilwell Value, cutting an estimated $65.1K.
- 5 institutional investors held Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) as of Q3 2025, up from 3 in Q2 2025.
- Funds reported $98.3M of Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 stock for Q3 2025, down 3.3% quarter-over-quarter.
- 2 funds opened new Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 buyer in Q3 2025 was Bank of America, an estimated $52.7K added.
- The largest Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 seller in Q3 2025 was Stilwell Value, an estimated $65.1K sold.
Based on aggregated 13F filings for Q3 2025.