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Wheeler Real Estate Invt TR

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Stilwell Value LLCA
INCREASED
Shares33,912,371 from 20,871,187
Change+13,041,184 (+62%)
Value$5.3M (-$1.0M)
Filed 2024-05-08
Bandera Partners LLC
UNCHANGED
Shares2,435,309 from 2,435,309
Change0 (0%)
Value$382.3K (-$360.4K)
Filed 2024-05-14
Geode Capital Management, LLC
INCREASED
Shares167,965 from 148,599
Change+19,366 (+13%)
Value$26.4K (-$19.0K)
Filed 2024-05-13
Jane Street Group, LLC
NEW
Shares71,336
Change+71,336
Value$11.2K
Filed 2024-05-16
HRT Financial LP
DECREASED
Shares59,956 from 64,249
Change-4,293 (-7%)
Value$9 (-$10)
Filed 2024-05-13
Goldman Sachs Group Inc
NEW
Shares22,829
Change+22,829
Value$3.6K
Filed 2024-05-15
CreativeOne Wealth, LLC
NEW
Shares15,041
Change+15,041
Value$2
Filed 2024-05-14
Vanguard Group Inc
INCREASED
Shares14,483 from 12,815
Change+1,668 (+13%)
Value$2.3K (-$1.6K)
Filed 2024-05-10
Tower Research Capital LLC (TRC)
INCREASED
Shares4,533 from 3,746
Change+787 (+21%)
Value$712 (-$431)
Filed 2024-05-15
UBS Group AG
DECREASED
Shares3,216 from 50,548
Change-47,332 (-94%)
Value$505 (-$14.9K)
Filed 2024-05-13
Chilton Capital Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$314 (-$297)
Filed 2024-05-07
Wells Fargo & Company
INCREASED
Shares352 from 136
Change+216 (+159%)
Value$55 (+$14)
Filed 2024-05-10
Colonial Trust Advisors
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$31 (-$30)
Filed 2024-05-14
Osaic Holdings, Inc.
DECREASED
Shares136 from 150
Change-14 (-9%)
Value$21 (-$25)
Filed 2024-05-10
Lanark Financial, Inc.
NEW
Shares80
Change+80
Value$1
Filed 2024-04-05
JPMorgan Chase & Co
NEW
Shares3
Change+3
Value$0
Filed 2024-12-26
Royal Bank of Canada
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2024-11-05
Virtu Financial LLC
CLOSED
Shares0 from 129,608
Change-129,608 (-100%)
Value$0 (-$40)
Filed 2024-05-20
Millennium Management LLC
CLOSED
Shares0 from 113,557
Change-113,557 (-100%)
Value$0 (-$34.6K)
Filed 2024-05-15
Susquehanna International Group, LLP
CLOSED
Shares0 from 33,115
Change-33,115 (-100%)
Value$0 (-$10.1K)
Filed 2024-05-07
StoneX Group Inc.
CLOSED
Shares0 from 24,981
Change-24,981 (-100%)
Value$0 (-$7.6K)
Filed 2025-08-13
Renaissance Technologies LLC
CLOSED
Shares0 from 18,200
Change-18,200 (-100%)
Value$0 (-$6)
Filed 2024-05-13
BlackRock Inc.
CLOSED
Shares0 from 5,674
Change-5,674 (-100%)
Value$0 (-$1.7K)
Filed 2024-05-10
Bank of America Corp
CLOSED
Shares0 from 1,485
Change-1,485 (-100%)
Value$0 (-$453)
Filed 2025-03-18
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-05-01
Status
Stilwell Value LLCA
INCREASED33,912,37120,871,187+13,041,184+62%$6.4M$5.3M-$1.0M2024-05-08
Bandera Partners LLC
UNCHANGED2,435,3092,435,30900%$742.8K$382.3K-$360.4K2024-05-14
Geode Capital Management, LLC
INCREASED167,965148,599+19,366+13%$45.3K$26.4K-$19.0K2024-05-13
Jane Street Group, LLC
NEW71,336—+71,336——$11.2K—2024-05-16
HRT Financial LP
DECREASED59,95664,249-4,293-7%$19$9-$102024-05-13
Goldman Sachs Group Inc
NEW22,829—+22,829——$3.6K—2024-05-15
CreativeOne Wealth, LLC
NEW15,041—+15,041——$2—2024-05-14
Vanguard Group Inc
INCREASED14,48312,815+1,668+13%$3.9K$2.3K-$1.6K2024-05-10
Tower Research Capital LLC (TRC)
INCREASED4,5333,746+787+21%$1.1K$712-$4312024-05-15
UBS Group AG
DECREASED3,21650,548-47,332-94%$15.4K$505-$14.9K2024-05-13
Chilton Capital Management LLC
UNCHANGED2,0002,00000%$611$314-$2972024-05-07
Wells Fargo & Company
INCREASED352136+216+159%$41$55+$142024-05-10
Colonial Trust Advisors
UNCHANGED20020000%$61$31-$302024-05-14
Osaic Holdings, Inc.
DECREASED136150-14-9%$46$21-$252024-05-10
Lanark Financial, Inc.
NEW80—+80——$1—2024-04-05
JPMorgan Chase & Co
NEW3—+3——$0—2024-12-26
Royal Bank of Canada
UNCHANGED2200%$0$0$02024-11-05
Virtu Financial LLC
CLOSED0129,608-129,608-100%$40$0-$402024-05-20
Millennium Management LLC
CLOSED0113,557-113,557-100%$34.6K$0-$34.6K2024-05-15
Susquehanna International Group, LLP
CLOSED033,115-33,115-100%$10.1K$0-$10.1K2024-05-07
StoneX Group Inc.
CLOSED024,981-24,981-100%$7.6K$0-$7.6K2025-08-13
Renaissance Technologies LLC
CLOSED018,200-18,200-100%$6$0-$62024-05-13
BlackRock Inc.
CLOSED05,674-5,674-100%$1.7K$0-$1.7K2024-05-10
Bank of America Corp
CLOSED01,485-1,485-100%$453$0-$4532025-03-18
Proequities, Inc.
UNCHANGED000—$0$0$02024-05-01
Showing 25 of 25 institutions