Question 1

What percentage of WHLRP is owned by institutions?

Accepted Answer

Based on Q1 2026 13F filings, institutional ownership of Wheeler Real Estate Investment Trust, Inc. stands at 1.0%, held across 11 reporting institutions.

Question 2

Who is the largest institutional holder of WHLRP?

Accepted Answer

Stilwell Value LLC is the largest reported institutional holder of WHLRP, with approximately 735,466 shares worth $0.01B as of Q1 2026.

Question 3

Is WHLRP a hedge fund favorite?

Accepted Answer

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of WHLRP, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.

Question 4

What is WHLRP's Smart Money Score?

Accepted Answer

Our composite Smart Money Score for WHLRP is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

Question 5

How many institutions bought WHLRP this quarter?

Accepted Answer

1 institutions opened new positions in WHLRP during Q1 2026, while 1 fully exited. 8 added to existing positions and 2 trimmed.

Question 6

How is institutional ownership of WHLRP changing?

Accepted Answer

WHLRP institutional ownership rose by 0.22 percentage points quarter-over-quarter, with a net change of +0 holders.

Question 7

How concentrated is WHLRP ownership among the top holders?

Accepted Answer

The top 10 institutions account for 100.0% of all reported 13F value in WHLRP, and the top 25 account for 100.0%.

Question 8

Where does this WHLRP institutional ownership data come from?

Accepted Answer

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.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	Stilwell Value LLC	735K	$5.1M	-3.4%	0.688%	3.06%
2	Magnetar Financial LLC	219K	$1.6M	0.0%	0.204%	0.02%
3	Ursa Fund Management, LLC	160K	$1.1M	+7.7%	0.150%	2.25%
4	HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P.	82K	$572K	0.0%	0.077%	0.04%
5	LPL Financial LLC	23K	$159K	0.0%	0.021%	0.00%
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	10K	$73K	-30.2%	0.010%	0.00%
7	WOLVERINE ASSET MANAGEMENT LLC	6K	$42K	-76.3%	0.006%	0.00%
8	Daytona Street Capital LLC	4K	$25K	0.0%	0.003%	0.02%
9	Clear Street Group Inc.	3K	$17K	0.0%	0.002%	0.00%
10	ADVISOR GROUP HOLDINGS, INC.	660	$5K	+43.5%	0.001%	0.00%
11	UBS Group AG	1	$7	—	0.000%	0.00%

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	11	+0.0%	1.00%	+0.22 pp	$9M	+28%
Q4 2025	11	+0.0%	0.78%	+0.11 pp	$7M	+16%
Q3 2025	11	+22%	0.67%	+0.08 pp	$6M	+15%
Q2 2025	9	+800%	0.59%	+0.22 pp	$5M	+60%
Q1 2025	1	90%	0.37%	0.14 pp	$3M	28%
Q4 2024	10	+900%	0.51%	+0.51 pp	$4M	+266286%
Q3 2024	1	50%	0.00%	0.21 pp	$0M	100%
Q2 2024	2	—	0.21%	—	$2M	—

Wheeler Real Estate Investment Trust, Inc. (WHLRP) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of WHLRP

Quarterly Institutional Activity

New Buyers

Exited Positions

WHLRP Institutional Ownership by Quarter

WHLRP — Frequently Asked Questions