| 4 | Virtu Financial LLC | 20K | $18 | +88.5% | 0.000% | 0.00% |
| 5 | OSAIC HOLDINGS, INC. | 2 | $1 | -75.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WHLR — a direct measure of their conviction.
| 46.26% |
| 42.32 pp |
| $0M |
| 78% |
| Q3 2024 | 6 | 40% | 88.58% | 111.41 pp | $1M | 79% |
| Q2 2024 | 10 | — | 199.99% | — | $5M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
2 institutions opened new positions in WHLR during Q1 2026, while 6 fully exited. 0 added to existing positions and 2 trimmed.
WHLR institutional ownership fell by 0.02 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 100.0% of all reported 13F value in WHLR, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Wheeler Real Estate Investment Trust, Inc. (WHLR) Institutional Ownership