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Wheeler Real Estate Invt TR

CUSIP: 963025606 | 52 institutional holders

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AAmster Howard
with Howard Amster 2019 Charitable Remainder Unitrust 1 U/A DTD 05/20/2019, Howard Amster 2019 Charitable Remainder Unitrust 3 U/A DTD 05/20/2019, Howard Amster Foundation, +1 more
371,44923.5%New 5%+ stakeJan 30, 2026No 13F filer matched
13D/AAmster Howard371,449
23.5% of class · Jan 30, 2026New 5%+ stake
with Howard Amster 2019 Charitable Remainder Unitrust 1 U/A DTD 05/20/2019, Howard Amster 2019 Charitable Remainder Unitrust 3 U/A DTD 05/20/2019, Howard Amster Foundation, +1 more
No 13F filer matched

Institutional Holders — Q4 2024

Cable Car Capital, LPA43,315
0.0% of portfolio›$1.2M
StyleTurnoverLocationFiled
Cable Car Capital, LPActivist
43,315$1.2M0.0%GrowthMediumSan Francisco, CA2025-02-14