WHLRNasdaqReal Estate Investment TrustsFiscal year ends December 31Also trades as WHLRD, WHLRL, WHLRP
Wheeler Real Estate Investment Trust, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$0.35−0.03 (-7.00%)
Close on Oct 19, 2026
- Market cap
- $1.75M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Who owns Wheeler Real Estate Investment Trust's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
7 buys · 16 sales
Net sold $77.53K
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Magnetar Financial LLC | 686,376 | 45.00% | 13G (passive) amendment | Jun 30, 2026 |
| Stilwell Associates L P | 556,868 | 49.99% | 13D (active) amendment | Jun 11, 2025 |
| Amster Howard | 371,449 | 23.50% | 13D (active) amendment | Jan 30, 2026 |
| Jane Street Group, LLC | 36,485 | 6.40% | 13G (passive) | Oct 2, 2026 |
| Ursa Fund Management LLC | 315,000 | 13.36% | 13G (passive) amendment | Oct 31, 2024 |
| Stilwell Activist Fund, L.P. | 2,433,708 | 49.99% | 13D (active) amendment | Aug 17, 2026 |
| Supernova Management LLC | 205,951 | 9.80% | 13G (passive) amendment | Dec 31, 2025 |
| Never Summer Holdings, LLC | 142,594 | 9.80% | 13G (passive) amendment | Dec 31, 2024 |
| Stilwell Value LLC | 1,265,978 | 49.99% | 13D (active) amendment | Nov 20, 2025 |
| Magnetar Capital Partners LP | 1,195,354 | 45.00% | 13G (passive) amendment | Mar 31, 2026 |
| Snyderman David J. | 1,055,511 | 45.00% | 13G (passive) amendment | Feb 28, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Jason Simone | Chief Financial Officer | – | Aug 20, 2026 |
| Michael Andrew Franklin | CEO | 3 | Jul 2, 2026 |
| Patrick Gundlach | Chief Accounting Officer | – | May 20, 2026 |
| Joseph Stilwell | Director, 10% owner | 87,843 | Sep 25, 2026 |
| Gregory Paul Hannon | Director | – | Jul 2, 2026 |
| Kerry G. Campbell | Director | 0 | Mar 11, 2026 |
| Stilwell Activist Fund, L.P. | 10% owner | 43,920 | Sep 25, 2026 |
| Stilwell Associates, L.P. | 10% owner | 88,403 | Sep 25, 2026 |
| Stilwell Activist Investments, L.P. | 10% owner | 245 | Sep 25, 2026 |
| Stilwell Value Partners VII, L.P. | 10% owner | 196,559 | Sep 25, 2026 |
| Value LLC Stilwell | 10% owner | 62,829 | Sep 25, 2026 |
| Financial Lp Hrt | 10% owner | 1,315 | Sep 11, 2026 |
| Capital Partners LP Magnetar | 10% owner | 163,235 | Apr 16, 2026 |
| Management LLC Supernova | 10% owner | 145,069 | Apr 16, 2026 |
| David J. Snyderman | 10% owner | 0 | Apr 16, 2026 |
| Financial LLC Magnetar | 10% owner | – | Apr 16, 2026 |
| Fund Partners LP Ursa | 10% owner | 389,206 | Mar 12, 2025 |
| Andrew Hahn | 10% owner | 399,200 | Mar 12, 2025 |
| Russell Palmer Douglas | 10% owner | 388,300 | Mar 12, 2025 |
| Opportunities 14 Segregated Portfolio Investment | – | 170,321 | Mar 12, 2025 |
| Ursa Fund Management, LLC | 10% owner | 172,674 | Mar 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Value LLC Stilwell 10% owner | Sep 23, 2026 | Award | +62,829 | – | – | 62,829 |
| Value LLC Stilwell 10% owner | Sep 23, 2026 | Award | +25,516 | – | – | 25,516 |
| Value LLC Stilwell 10% owner | Sep 23, 2026 | Award | +35,768 | – | – | 61,284 |
| Value LLC Stilwell 10% owner | Sep 23, 2026 | Award | +257,902 | – | – | 442,563 |
| Value LLC Stilwell 10% owner | Sep 23, 2026 | Award | +184,655 | – | – | 184,661 |
| Financial Lp Hrt 10% owner | Sep 10, 2026 | Sale | −5,048 | $0.37 | $1.87K | 1,315 |
| Financial Lp Hrt 10% owner | Sep 9, 2026 | Buy | +11,253 | $0.38 | $4.28K | 3,733 |
| Financial Lp Hrt 10% owner | Sep 8, 2026 | Buy | +8,197 | $0.39 | $3.20K | 7,520 |
| Financial Lp Hrt 10% owner | Jul 8, 2026 | Sale | −66,584 | $0.49 | $32.63K | 95,390 |
| Financial Lp Hrt 10% owner | Jul 7, 2026 | Buy | +40,591 | $0.61 | $24.76K | 161,974 |
| Financial Lp Hrt 10% owner | Jul 6, 2026 | Buy | +21,703 | $0.08 | $1.74K | 121,383 |
| Financial Lp Hrt 10% owner | Jul 2, 2026 | Buy | +17,348 | $1.39 | $24.11K | 99,680 |
| Financial Lp Hrt 10% owner | Jul 1, 2026 | Buy | +14,698 | $1.14 | $16.76K | 82,333 |
| Financial Lp Hrt 10% owner | Jun 30, 2026 | Buy | +24,997 | $1.38 | $34.50K | 67,635 |
| David J. Snyderman 10% owner | Apr 15, 2026 | Sale | −3,127 | $0.80 | $2.50K | 0 |
| David J. Snyderman 10% owner | Apr 14, 2026 | Sale | −4,910 | $0.77 | $3.78K | 3,127 |
| David J. Snyderman 10% owner | Apr 13, 2026 | Sale | −87,177 | $0.86 | $74.97K | 8,037 |
| David J. Snyderman 10% owner | Apr 10, 2026 | Sale | −1,413 | $0.83 | $1.17K | 95,214 |
| David J. Snyderman 10% owner | Apr 9, 2026 | Sale | −12,346 | $0.83 | $10.25K | 96,627 |
| David J. Snyderman 10% owner | Apr 8, 2026 | Sale | −6,234 | $0.86 | $5.36K | 108,973 |
| David J. Snyderman 10% owner | Apr 7, 2026 | Sale | −6,774 | $0.85 | $5.76K | 115,207 |
| David J. Snyderman 10% owner | Apr 6, 2026 | Sale | −6,503 | $0.92 | $5.98K | 121,981 |
| David J. Snyderman 10% owner | Apr 2, 2026 | Sale | −13,253 | $0.93 | $12.33K | 128,484 |
| David J. Snyderman 10% owner | Apr 1, 2026 | Sale | −3,332 | $0.95 | $3.17K | 141,737 |
| Management LLC Supernova 10% owner | Mar 31, 2026 | Sale | −12,378 | $0.93 | $11.51K | 145,069 |
| Management LLC Supernova 10% owner | Mar 30, 2026 | Sale | −2,103 | $0.97 | $2.04K | 157,447 |
| Management LLC Supernova 10% owner | Mar 27, 2026 | Sale | −3,685 | $1.04 | $3.83K | 159,550 |
| Capital Partners LP Magnetar 10% owner | Mar 26, 2026 | Sale | −8,840 | $1.10 | $9.72K | 163,235 |
| Capital Partners LP Magnetar 10% owner | Mar 24, 2026 | Option exercise | +172,075 | $0.01 | $1.72K | 172,075 |
| Joseph Stilwell Director, 10% owner | Nov 5, 2025 | Award | +6,682 | – | – | 87,843 |
| Value LLC Stilwell 10% owner | Jun 11, 2025 | Conversion | +88,333 | $2.82 | $249.10K | 88,399 |
| Value LLC Stilwell 10% owner | Jun 11, 2025 | Conversion | +405,580 | $2.82 | $1.14M | 405,812 |
| Value LLC Stilwell 10% owner | Jun 11, 2025 | Conversion | +42,564 | $2.82 | $120.03K | 42,599 |
| Value LLC Stilwell 10% owner | Jun 5, 2025 | Award | +806 | – | – | 806 |
| Fund Partners LP Ursa 10% owner | Jan 6, 2025 | Other | −10,000 | $39.82 | $398.20K | 389,206 |
| Andrew Hahn 10% owner | Dec 31, 2024 | Buy | +3,600 | $27.12 | $97.63K | 399,200 |
| Andrew Hahn 10% owner | Dec 30, 2024 | Buy | +7,300 | $26.73 | $195.13K | 395,600 |
| Russell Palmer Douglas 10% owner | Dec 20, 2024 | Buy | +4,399 | $26.13 | $114.95K | 388,300 |
| Russell Palmer Douglas 10% owner | Dec 19, 2024 | Buy | +13,901 | $25.10 | $348.92K | 383,901 |
| Russell Palmer Douglas 10% owner | Dec 12, 2024 | Other | −170,321 | $25.56 | $4.35M | 0 |
| Russell Palmer Douglas 10% owner | Dec 12, 2024 | Other | +170,321 | $25.56 | $4.35M | 337,934 |
| Russell Palmer Douglas 10% owner | Dec 12, 2024 | Buy | +32,066 | $25.11 | $805.18K | 370,000 |
| Opportunities 14 Segregated Portfolio Investment 10% owner | Dec 5, 2024 | Other | −10,000 | $40.01 | $400.10K | 170,321 |
| Opportunities 14 Segregated Portfolio Investment 10% owner | Dec 5, 2024 | Other | −5,000 | $40.01 | $200.05K | 167,613 |
| Opportunities 14 Segregated Portfolio Investment 10% owner | Dec 3, 2024 | Buy | +1,350 | $26.49 | $35.76K | 180,321 |
| Opportunities 14 Segregated Portfolio Investment 10% owner | Dec 3, 2024 | Buy | +150 | $26.50 | $3.98K | 172,613 |
| Opportunities 14 Segregated Portfolio Investment 10% owner | Dec 2, 2024 | Buy | +4,150 | $26.14 | $108.48K | 172,463 |
| Opportunities 14 Segregated Portfolio Investment 10% owner | Dec 2, 2024 | Buy | +3,200 | $26.21 | $83.87K | 178,971 |
| Opportunities 14 Segregated Portfolio Investment 10% owner | Nov 25, 2024 | Buy | +1,300 | $25.02 | $32.53K | 175,771 |
| Opportunities 14 Segregated Portfolio Investment 10% owner | Nov 25, 2024 | Buy | +1,810 | $25.01 | $45.27K | 168,313 |
| Opportunities 14 Segregated Portfolio Investment 10% owner | Nov 22, 2024 | Buy | +1,797 | $25.30 | $45.46K | 174,471 |
| Opportunities 14 Segregated Portfolio Investment 10% owner | Nov 22, 2024 | Buy | +3,936 | $25.23 | $99.31K | 166,503 |
| Ursa Fund Management, LLC 10% owner | Nov 18, 2024 | Buy | +2,674 | $26.00 | $69.52K | 172,674 |
| Ursa Fund Management, LLC 10% owner | Nov 18, 2024 | Buy | +2,567 | $26.25 | $67.38K | 162,567 |
| Ursa Fund Management, LLC 10% owner | Nov 15, 2024 | Buy | +8,069 | $25.64 | $206.89K | 170,000 |
| Ursa Fund Management, LLC 10% owner | Nov 15, 2024 | Buy | +3,500 | $25.42 | $88.97K | 160,000 |
| Ursa Fund Management, LLC 10% owner | Nov 14, 2024 | Buy | +1,500 | $22.95 | $34.43K | 156,500 |
| Ursa Fund Management, LLC 10% owner | Nov 14, 2024 | Buy | +1,931 | $23.04 | $44.49K | 161,931 |
| Magnolia Group, Llc 10% owner | Sep 18, 2024 | Sale | −11,700 | $20.40 | $238.68K | 249,626 |
| Magnolia Group, Llc 10% owner | Sep 17, 2024 | Sale | −9,380 | $20.48 | $192.10K | 261,326 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Value LLC Stilwell 10% Stockholder | Sep 30, 2026 | 32,069 | $2.73M | Sep 30, 2026 | Subscription through rights offering |
| Value LLC Stilwell 10% Stockholder | Jun 26, 2026 | 25,000 | $250.75K | Jun 26, 2026 | Shares received in lieu of interest payment |
| Value LLC Stilwell 10% Stockholder | Jun 26, 2026 | 17,000 | $646.00K | Jun 26, 2026 | Shares received in lieu of interest payment |
| Value LLC Stilwell 10% Stockholder | Jun 3, 2026 | 42,500 | $3.51M | Jun 3, 2026 | Subscription through rights offering |
| Value LLC Stilwell 10% Stockholder | Mar 18, 2026 | 26,000 | $180.94K | Mar 18, 2026 | Shares received in lieu of interest payment |
| Kerry G. Campbell Director | Mar 10, 2026 | 168 | $5.46K | Mar 10, 2026 | Shares received in lieu of Interest payment |
| Value LLC Stilwell 10% Stockholder | Dec 23, 2025 | 15,000 | $558.75K | Dec 23, 2025 | Shares received in lieu of interest payment |
| Value LLC Stilwell 10% Stockholder | Dec 10, 2025 | 28,000 | $120.43K | Dec 10, 2025 | Shares received in lieu of interest payment |
| Value LLC Stilwell 10% Stockholder | Nov 13, 2025 | 80,000 | $6.40M | Nov 13, 2025 | Subscription through rights offering |
| Kerry G. Campbell Director | Nov 10, 2025 | 1,741 | $61.89K | Nov 10, 2025 | Shares Received in Lieu of Interest Payment |
| Value LLC Stilwell 10% Stockholder | Sep 30, 2025 | 10,000 | $800.00K | Sep 30, 2025 | Subscription through rights offering |
| Value LLC Stilwell 10% Stockholder | Sep 16, 2025 | 16,000 | $581.80K | Sep 16, 2025 | Shares received in lieu of interest payment |
| Value LLC Stilwell 10% Stockholder | Jul 3, 2025 | 14,955 | $59.82K | Jul 3, 2025 | Shares received in lieu of interest payment |
| Value LLC Stilwell 10% Stockholder | Jun 17, 2025 | 17,500 | $581.46K | Jun 12, 2025 | SHARES RECEIVED IN LIEU OF INTEREST PAYMENT |
| Value LLC Stilwell 10% Stockholder | Jun 16, 2025 | 17,500 | $581.46K | Jun 12, 2025 | SHARES RECEIVED IN LIEU OF INTEREST PAYMENT |