IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wheeler Real Estate Invt TR

CUSIP: 963025796 | 5 institutional holders

Quarters

Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

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/AStilwell Value LLC1,265,97850.0%New 5%+ stakeNov 20, 2025107,521 sh (Sep 30, 2025)
13D/AStilwell Value LLC

Institutional Holders — Q3 2025

Stilwell Value LLCA107,521
0.3% of portfolio›$673.1K
Tower Research Capital LLC (TRC)1,860
0.0% of portfolio›$11.6K
UBS Group AG139
0.0% of portfolio›$870
Osaic Holdings, Inc.16
0.0% of portfolio›$109
Citigroup Inc1
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Stilwell Value LLCActivist
107,521$673.1K0.3%ValueVery LowNew York, NY2025-11-14
Tower Research Capital LLC (TRC)
1,860$11.6K0.0%GARPVery HighNew York, NY2025-11-14
UBS Group AG
139$8700.0%CoreMediumZurich, Switzerland2025-11-13
Osaic Holdings, Inc.
16$1090.0%IndexLowScottsdale, AZ2025-11-14
Citigroup Inc
1$60.0%CoreMediumNew York, NY2025-11-10
1,265,978
50.0% of class · Nov 20, 2025New 5%+ stake
107,521 sh (Sep 30, 2025)