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Wheeler Real Estate Invt TR

CUSIP: 963025812 | 6 institutional holders

Quarters

Q2 2025
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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/ADiveroli Investment Group LLC00.0%No shares heldSep 10, 2025No 13F filer matched
13D/ADiveroli Investment Group LLC0
0.0% of class · Sep 10, 2025

Institutional Holders — Q2 2025

Stilwell Value LLCA537,616
1.6% of portfolio›$3.3M
Bank of America Corp13,180
0.0% of portfolio›$79.9K
UBS Group AG2,306
0.0% of portfolio›$14.0K
Tower Research Capital LLC (TRC)1,674
0.0% of portfolio›$10.1K
Morgan Stanley100
0.0% of portfolio›$606
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Stilwell Value LLCActivist
537,616$3.3M1.6%ValueVery LowNew York, NY2025-08-06
Bank of America Corp
13,180$79.9K0.0%CoreLowCharlotte, NC2025-08-14
UBS Group AG
2,306$14.0K0.0%CoreMediumZurich, Switzerland2025-08-14
Tower Research Capital LLC (TRC)
1,674$10.1K0.0%GARPVery HighNew York, NY2025-08-15
Morgan Stanley
100$6060.0%CoreLowNew York, NY2025-08-14
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-08-12
No shares held
No 13F filer matched