— of institutions opening or closing positions this quarter
0.0% institutional ownership
Cable Car Capital, portfolio allocation
Institutional ownership vs REIT - Retail peers
No Form 4 insider transactions on file
Latest positioning in WHLRD across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q4 2024 13F market value
Share of total reported institutional value in WHLRD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Cable Car Capital, LP | 43K | $1.2M | +0.2% | 0.041% | 0.05% |
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 WHLRD — a direct measure of their conviction.
Filings activity in WHLRD during Q4 2024, grouped by how each filer changed its position.
Institutions that opened a new WHLRD position in Q4 2024
No new institutional buyers this quarter.
Institutions that fully closed their WHLRD position in Q4 2024
No institutional exits this quarter.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q4 2024 | 1 | +0.0% | 0.03% | +0.01 pp | $1M | +28% |
| Q3 2024 | 1 | +0.0% | 0.02% | 0.02 pp | $1M | 42% |
| Q2 2024 | 1 | +0.0% | 0.04% | 0.01 pp | $2M | 24% |
| Q1 2024 | 1 | +0.0% | 0.05% | +0.02 pp | $2M | +68% |
| Q2 2021 | 1 | +0.0% | 0.03% | 0.03 pp | $1M | 49% |
| Q1 2021 | 1 | 67% | 0.06% | 0.31 pp | $2M | 84% |
| Q4 2020 | 3 | 79% | 0.37% | 0.49 pp | $15M | 57% |
| Q3 2020 | 14 | — | 0.86% | — | $35M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for WHLRD.
Quick answers to the most common questions about buying WHLRD stock.
Based on Q4 2024 13F filings, institutional ownership of Wheeler Real Estate Investment Trust, Inc. stands at 0.0%, held across 1 reporting institutions.
Cable Car Capital, LP is the largest reported institutional holder of WHLRD, with approximately 43,315 shares worth $0.00B as of Q4 2024.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WHLRD.
Our composite Smart Money Score for WHLRD is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
0 institutions opened new positions in WHLRD during Q4 2024, while 0 fully exited. 1 added to existing positions and 0 trimmed.
WHLRD institutional ownership rose by 0.01 percentage points quarter-over-quarter, with a net change of — holders.
The top 10 institutions account for 100.0% of all reported 13F value in WHLRD, 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.