How many institutions own WHLRD stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own WHLRD shares is 2, representing 24.66% of the company's common stock.

Who are the major shareholders selling Wheeler Real Estate Investment Trust, Inc. stock?

STEAMBOAT CAPITAL PARTNERS, LLC, in the last quarter, reduced its stake in WHLRD by -100% restricting it's holding to 0 shares of worth nearly -. STILWELL VALUE LLC also lessened -100% of the WHLRD shares from its portfolio, reducing its holding to 0 shares of worth -. BANDERA PARTNERS LLC also shunned WHLRD shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying WHLRD stock?

As per its latest 13F filing, CABLE CAR CAPITAL LLC increased its stake in WHLRD by 0.16% in the last quarter. The institutional holder raised its holding to 43.32 thousand shares having worth more than $1.18M. CABLE CAR CAPITAL LLC also added 100% more shares of WHLRD to its portfolio, raising its holding to 138.75 thousand shares of worth $1.81M. also increased its WHLRD shares holding by 100% which brought its holding to 138.75 thousand shares worth $1.81M.

WHLRD's major insiders: who are they?

The insider with the most stakes in WHLRD is STILWELL JOSEPH , at the company. Additionally, WHLRD stock is highly held by 10 percent owner Ursa Fund Management, LLC and Corbin Capital Partners, L.P. among others.

Did an insider recently sell WHLRD stock?

Company executives, directors, and other insiders own 36.08% percent of Wheeler Real Estate Investment Trust, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which WHLRD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MAGNOLIA CAPITAL FUND, LP, STEAMBOAT CAPITAL PARTNERS, LLC, and CORBIN CAPITAL PARTNERS, L.P..

Which insider recently purchased WHLRD stock?

There have been 0 transaction(s) during the past 6-months in which Wheeler Real Estate Investment Trust, Inc. insiders have bought stock, totalling 0 shares

How much of WHLRD does insiders own?

Around 0 Wheeler Real Estate Investment Trust, Inc. shares are held by insiders, which represents about 36.08% of WHLRD stock.

Who is the insider with the largest stake?

WHLRD , STILWELL JOSEPH holds the largest portfolio of the company's shares. WHLRD shares owned by STILWELL total nearly 2.33 million.

Which institution holds the most shares in WHLRD?

CABLE CAR CAPITAL LLC is the largest institutional owner in WHLRD which holds 43.32 thousand shares worth $1.18M or 1.12% of the total WHLRD shares outstanding followed by CABLE CAR CAPITAL LLC with ownership of 138.75 thousand shares representing 2.17% of the WHLRD ownership. STEAMBOAT CAPITAL PARTNERS, LLC is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Wheeler Real Estate Investment Trust, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the WHLRD is concerned, it is a stock which is optionable.

Is there a short position on WHLRD's shares?

Number of WHLRD shares short is N/A. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding WHLRD shares are there?

As of today, N/A shares of WHLRD are outstanding.

Is there many float in WHLRD stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, WHLRD has N/A shares in float.

WHLRD short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for WHLRD is N/A.

Wheeler Real Estate Investment Trust (WHLRD) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

36.08% Percentage of Shares held by All Insiders

24.66% Percentage of Shares held by All Institutions

38.57% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 24.66% of WHLRD shares are held by financial institutions. CABLE CAR CAPITAL LLC is the top corporate investor, holding 43.32K shares valued at $1.18M. A 1.12% stake in Wheeler Real Estate Investment Trust, Inc. is owned by the company. CABLE CAR CAPITAL LLC owns 138.75K shares valued at $2.10M, which translates its holding of 2.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2024	CABLE CAR CAPITAL LLC	1.12%	43.32K	1.18M	69	+0.16%
Mar 31, 2024	CABLE CAR CAPITAL LLC	2.17%	138.75K	2.1M	0	0
Mar 31, 2024	STEAMBOAT CAPITAL PARTNERS, LLC	0%	0	-	-118.45K	-100.00%
Dec 31, 2023	STILWELL VALUE LLC	0%	0	-	-207.71K	-100.00%
Dec 31, 2023	BANDERA PARTNERS LLC	0%	0	-	-153K	-100.00%
Dec 31, 2023	CABLE CAR CAPITAL LLC	0.01%	138.75K	1.81M	138.75K	+100.00%
Dec 31, 2023	MAGNOLIA GROUP, LLC	0%	0	-	-327.66K	-100.00%
Dec 31, 2023	JCP INVESTMENT MANAGEMENT, LLC	0%	0	-	-117.78K	-100.00%
Dec 31, 2023		0.01%	138.75K	1.81M	138.75K	+100.00%
Dec 31, 2023	STEAMBOAT CAPITAL PARTNERS, LLC	0.01%	118.45K	1.62M	-200.67K	-62.88%

Insiders

Among the WHLRD insiders holding of 36.08% of the stake in company, STILWELL JOSEPH, , holds the largest shares of 2.33M. URSA FUND MANAGEMENT, LLC, 10 percent owner, is the second largest WHLRD insider with ownership of 399.2K shares. CORBIN CAPITAL PARTNERS, L.P., , stands third with possession of 264.52K shares of that stake.

Insiders	Designation	Shares Held
STILWELL JOSEPH		2.33M
URSA FUND MANAGEMENT, LLC	10 percent owner	399.2K
CORBIN CAPITAL PARTNERS, L.P.		264.52K
MAGNOLIA CAPITAL FUND, LP	10 percent owner	249.63K
STEAMBOAT CAPITAL PARTNERS, LLC	10 percent owner	3.04K
CAMPBELL KERRY G.	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 31, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	27.12	3.6K	97.64K	399.2K
Dec 30, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	26.73	7.3K	195.12K	395.6K
Dec 20, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	26.13	4.4K	114.94K	388.3K
Dec 19, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	25.10	13.9K	348.92K	383.9K
Dec 12, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	25.11	32.07K	805.27K	370K
Dec 03, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	26.50	150	3.98K	172.61K
Dec 02, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	26.14	4.15K	108.48K	172.46K
Nov 25, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	25.01	1.81K	45.27K	168.31K
Nov 22, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	25.23	3.94K	99.32K	166.5K
Nov 18, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	26.25	2.57K	67.38K	162.57K
Nov 15, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	25.42	3.5K	88.97K	160K
Nov 14, 2024	URSA FUND MANAGEMENT, LLC	PURCHASE	22.95	1.5K	34.43K	156.5K
Sep 18, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	20.40	11.7K	238.68K	249.63K
Sep 17, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	20.48	9.38K	192.1K	261.33K
Sep 11, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	20.30	4.55K	92.37K	270.71K
Sep 09, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	20.15	5.03K	101.41K	275.26K
Sep 05, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	19.17	13.5K	258.8K	280.29K
Sep 03, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	19.05	2.9K	55.25K	293.79K
Aug 30, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	19.16	13.5K	258.66K	296.69K
Aug 29, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	19.14	3.6K	68.9K	310.19K
Aug 26, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	18.94	3.86K	73.05K	313.79K
Aug 12, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	19.00	3.52K	66.8K	317.65K
Aug 01, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	19.40	3.5K	67.9K	321.16K
Jul 31, 2024	MAGNOLIA CAPITAL FUND, LP	SALE	19.70	3K	59.1K	324.66K
Dec 21, 2023	STILWELL JOSEPH	PURCHASE	0.28	62K	17.65K	2.33M
Dec 20, 2023	STILWELL JOSEPH	PURCHASE	0.28	134.14K	38.22K	2.27M
Nov 10, 2023	STILWELL JOSEPH	PURCHASE	0.46	0	-	0
Nov 07, 2023	STEAMBOAT CAPITAL PARTNERS, LLC	SALE	169.60	74	12.55K	3.04K
Oct 09, 2023	CORBIN CAPITAL PARTNERS, L.P.	SALE	1.03	254.96K	263.73K	264.52K
Sep 27, 2023	STILWELL JOSEPH	PURCHASE	62.50	0	-	0
Sep 13, 2023	STEAMBOAT CAPITAL PARTNERS, LLC	SALE	400.00	39	15.6K	1.61K
Sep 12, 2023	STEAMBOAT CAPITAL PARTNERS, LLC	SALE	400.00	4	1.6K	1.65K
Sep 11, 2023	STEAMBOAT CAPITAL PARTNERS, LLC	SALE	400.00	4	1.6K	1.65K
Sep 08, 2023	STEAMBOAT CAPITAL PARTNERS, LLC	SALE	400.00	22	8.8K	1.65K
Sep 07, 2023	STEAMBOAT CAPITAL PARTNERS, LLC	SALE	7.60	65	494.27	0
Jun 01, 2023	CAMPBELL KERRY G.	SALE	40.00	3.27K	130.72K	0
Nov 29, 2022	STEAMBOAT CAPITAL PARTNERS, LLC	PURCHASE	1.90	31	58.9	654
Nov 28, 2022	STEAMBOAT CAPITAL PARTNERS, LLC	PURCHASE	1.87	72	134.89	623
Nov 22, 2022	STEAMBOAT CAPITAL PARTNERS, LLC	PURCHASE	1.85	22	40.7	551
Nov 21, 2022	STEAMBOAT CAPITAL PARTNERS, LLC	PURCHASE	1.82	131	238.22	529
Nov 14, 2022	STEAMBOAT CAPITAL PARTNERS, LLC	PURCHASE	1.77	89	157.28	398
Nov 11, 2022	STEAMBOAT CAPITAL PARTNERS, LLC	PURCHASE	1.66	110	182.3	309
Nov 09, 2022	STEAMBOAT CAPITAL PARTNERS, LLC	PURCHASE	1.72	199	341.8	199
Dec 15, 2021	STEAMBOAT CAPITAL PARTNERS, LLC	SALE	13.54	1.88K	25.52K	62.55K

WHLRD Stock Ownership Breakdown