Wheeler Real Estate Investment Trust, Inc. (WHLRP) shareholders
Close on Oct 30, 2026Market cap $258.38KP/E –Yield –
Ownership
Who owns Wheeler Real Estate Investment Trust's shares
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Stilwell Activist Fund, L.P. Joint filing with Stilwell Value Partners VII, L.P. (49.99%), Stilwell Activist Investments, L.P. (49.99%) and 3 more | 2,433,708 | 49.99% | 13D (active) amendment | Aug 17, 2026 |
| Stilwell Value LLC Joint filing with Stilwell Value Partners VII, L.P. (49.99%), Stilwell Activist Fund, L.P. (49.99%) and 3 more | 1,265,978 | 49.99% | 13D (active) amendment | Nov 20, 2025 |
| Magnetar Capital Partners LP Joint filing with Magnetar Financial LLC (45.00%), Supernova Management LLC (45.00%) and 1 more | 1,195,354 | 45.00% | 13G (passive) amendment | Mar 31, 2026 |
| Snyderman David J. Joint filing with Magnetar Financial LLC (45.00%), Magnetar Capital Partners LP (45.00%) and 1 more | 1,055,511 | 45.00% | 13G (passive) amendment | Feb 28, 2026 |
| Magnetar Financial LLC Joint filing with Magnetar Capital Partners LP (45.00%), Supernova Management LLC (45.00%) and 1 more | 686,376 | 45.00% | 13G (passive) amendment | Jun 30, 2026 |
| Stilwell Associates L P Joint filing with Stilwell Value Partners VII, L.P. (49.99%), Stilwell Activist Fund, L.P. (49.99%) and 3 more | 556,868 | 49.99% | 13D (active) amendment | Jun 11, 2025 |
| Amster Howard | 371,449 | 23.50% | 13D (active) amendment | Jan 30, 2026 |
| Ursa Fund Management LLC Joint filing with Andrew Hahn (13.36%), Russell Douglas (13.36%) and 2 more | 315,000 | 13.36% | 13G (passive) amendment | Oct 31, 2024 |
| Supernova Management LLC Joint filing with Magnetar Financial LLC (9.80%), Magnetar Capital Partners LP (9.80%) and 1 more | 205,951 | 9.80% | 13G (passive) amendment | Dec 31, 2025 |
| Never Summer Holdings, LLC Joint filing with AY2 Capital LLC (9.80%), Harrison Wreschner (9.80%) and 2 more | 142,594 | 9.80% | 13G (passive) amendment | Dec 31, 2024 |
| Jane Street Group, LLC Joint filing with Jane Street Global Trading, LLC (6.30%) | 36,485 | 6.40% | 13G (passive) | Oct 2, 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.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Wheeler Real Estate Investment Trust's stock actually held short. No settlement fails above the SEC's reporting threshold in the last 90 days.
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 |