Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031
WHLRL
5 hedge funds and large institutions have $88.7M invested in Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
10% less capital invested
Capital invested by funds: $98.3M → $88.7M (-$9.59M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$752K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
-$6.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$43.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $70.8M | -$6.1M | -67,500 | -7% |
|
|
MF
2
Magnetar Financial
Evanston,
Illinois
| $16.7M | – | – | – |
|
|
3
Bank of New York Mellon
New York
| $729K | +$752K | +8,332 | New |
|
|
AC
4
Almitas Capital
Santa Monica,
California
| $461K | – | – | – |
|
5
Morgan Stanley
New York
| $17.5K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$43.7K | -380 | Closed |
|
WHLRL Hedge Fund Activity: Q4 2025 in Review
5 of the 8,225 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 Q4 2025, worth a combined $88.7M — down 9.8% from $98.3M a quarter earlier.
Fund positioning in WHLRL was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $752K. The largest seller was Stilwell Value, cutting an estimated $6.1M.
- 5 institutional investors held Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $88.7M of Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 stock for Q4 2025, down 9.8% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 buyer in Q4 2025 was Bank of New York Mellon, an estimated $752K added.
- The largest Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 seller in Q4 2025 was Stilwell Value, an estimated $6.1M sold.
Based on aggregated 13F filings for Q4 2025.