Wheeler Real Estate Investment Trust, 8.75% Series D Cumul Conv Preferred Stock

Historical 13F Holders

Symbol
WHLRD
CUSIP
963025606
All holders as of
Q4 2024
Type
Equity
Class
PFD CNV SER D
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 963025606 since 12/18/2024, largest first.

Filer % of Class Filed
Amster Howard 13D/A
23.5% 2/2/2026
Event 1/30/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (2)
Ursa Fund Management, LLC 13G/A
13.4%
Checked 5% or less
 3/12/2025
Event 10/31/2024
Magnolia Capital Fund, LP 13G/A
0% 1/8/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2024 Q4 1 43.3 k $1.18 M
2024 Q3 1 43.2 k $919 k
2024 Q2 1 86.3 k $1.60 M
2024 Q1 1 139 k $2.10 M
2023 Q4 2 257 k $3.42 M
2023 Q3 5 1.13 M $11.8 M
2023 Q2 14 1.65 M $20.5 M
2023 Q1 14 1.53 M $19.2 M
2022 Q4 13 1.51 M $19.3 M
2022 Q3 14 1.41 M $16.5 M
2022 Q2 18 1.45 M $19.2 M
2022 Q1 17 1.42 M $20.4 M
2021 Q4 17 1.13 M $17.1 M
2021 Q3 1 59.5 k $1.00 M
2021 Q2 1 69.5 k $1.25 M
2021 Q1 1 136 k $2.45 M
2020 Q4 3 842 k $15.2 M
2020 Q3 14 2.33 M $35.2 M
2020 Q2 14 2.40 M $28.3 M
2020 Q1 15 2.38 M $21.1 M
2019 Q4 17 2.41 M $36.2 M
2019 Q3 17 2.18 M $30.7 M
2019 Q2 20 2.19 M $32.8 M
2019 Q1 19 2.22 M $31.8 M
2018 Q4 21 2.28 M $23.3 M
2018 Q3 20 2.34 M $48.0 M
2018 Q2 22 2.47 M $45.8 M
2018 Q1 20 2.50 M $39.0 M
2017 Q4 15 1.65 M $33.3 M
2017 Q3 13 1.22 M $27.4 M
2017 Q2 13 1.18 M $27.2 M
2017 Q1 11 1.18 M $30.6 M
2016 Q4 11 1.22 M $28.8 M
2016 Q3 10 950 k $24.2 M