Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Wheeler Real Estate Investment Trust, Inc. - Preferred Stock include .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Highland Capital Management Fund Advisors, L.p. | 82,301 | 326 | ||||||
| 2025-08-13 | 13F | Clear Street Llc | 2,500 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 55,254 | 219 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 22,865 | 91 | ||||||
| 2025-08-12 | 13F | Magnetar Financial LLC | 218,512 | 866 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 460 | 2 | ||||||
| 2025-08-14 | 13F | Ursa Fund Management, LLC | 125,300 | 496 |
