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Wheeler Real Estate Invt TR

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
UNCHANGED
Shares22,865 from 22,865
Change0 (0%)
Value$204.2K (-$24.5K)
Filed 2026-11-06
Daytona Street Capital LLC
CLOSED
Shares0 from 3,624
Change-3,624 (-100%)
Value$0 (-$38.1K)
Filed 2026-10-15
Stilwell Value LLCA
N/A
Shares— from 710,466
Change-710,466 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 218,512
Change-218,512 (-100%)
Value—
Ursa Fund Management, LLC
N/A
Shares— from 161,000
Change-161,000 (-100%)
Value—
Nexpoint Asset Management, L.P.
N/A
Shares— from 82,301
Change-82,301 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,855
Change-11,855 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 660
Change-660 (-100%)
Value—
Status
LPL Financial LLC
UNCHANGED22,86522,86500%$228.7K$204.2K-$24.5K2026-11-06
Daytona Street Capital LLC
CLOSED03,624-3,624-100%$38.1K$0-$38.1K2026-10-15
Stilwell Value LLCA
N/A—710,466-710,466-100%$7.1M———
Magnetar Financial LLC
N/A—218,512-218,512-100%$1.6M———
Ursa Fund Management, LLC
N/A—161,000-161,000-100%$1.6M———
Nexpoint Asset Management, L.P.
N/A—82,301-82,301-100%$823.0K———
Susquehanna International Group, LLP
N/A—11,855-11,855-100%$118.6K———
Clear Street Group Inc.
N/A—2,500-2,500-100%$25.0K———
Osaic Holdings, Inc.
N/A—660-660-100%$6.6K———
Showing 9 of 9 institutions