As of 30 Sep 2025, 11 institutional investors reported holding 1,412,364 shares of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1,412,364 | $5,912,550 | +$469,335 | $4.23 | 11 |
| 2025 Q2 | 1,300,524 | $5,151,166 | +$1,949,994 | $3.96 | 8 |
| 2025 Q1 | 808,377 | $3,217,340 | -$1,854,771 | $3.98 | 1 |
| 2024 Q4 | 1,452,793 | $4,469,599 | +$4,465,324 | $3.05 | 9 |
| 2024 Q3 | 700 | $1,675 | -$1,838,441 | $2.39 | 1 |
| 2024 Q2 | 817,785 | $1,840,016 | -$725,785 | $2.25 | 2 |
| 2024 Q1 | 1,254,202 | $2,051,333 | -$22,322 | $1.62 | 8 |
| 2023 Q4 | 1,271,749 | $1,653,469 | +$4,298 | $1.30 | 10 |
| 2023 Q3 | 1,266,408 | $1,895,319 | -$352,984 | $1.50 | 10 |
| 2023 Q2 | 1,487,260 | $2,379,328 | -$260 | $1.60 | 11 |
| 2023 Q1 | 1,487,428 | $2,401,031 | +$1,293,560 | $1.60 | 10 |
| 2022 Q4 | 682,092 | $1,036,079 | +$237,967 | $1.52 | 10 |
| 2022 Q3 | 524,316 | $1,206,000 | -$1,679,953 | $2.30 | 10 |
| 2022 Q2 | 852,062 | $4,275,000 | +$1,955,337 | $4.98 | 11 |
| 2022 Q1 | 438,064 | $3,011,000 | +$63,574 | $6.87 | 8 |
| 2021 Q4 | 455,036 | $3,061,000 | +$2,744,007 | $6.72 | 9 |
| 2021 Q3 | 29,859 | $320,000 | -$621,236 | $10.37 | 2 |
| 2021 Q2 | 87,706 | $1,316,000 | -$1,760,853 | $15.28 | 2 |
| 2021 Q1 | 205,104 | $2,256,000 | -$5,678,518 | $11.06 | 2 |
| 2020 Q4 | 633,597 | $8,236,000 | -$2,313,640 | $13.00 | 4 |
| 2020 Q3 | 929,502 | $8,948,000 | +$195,744 | $9.55 | 13 |
| 2020 Q2 | 911,736 | $6,542,000 | -$207,650 | $7.11 | 14 |
| 2020 Q1 | 942,604 | $5,884,000 | +$258,684 | $6.17 | 14 |
| 2019 Q4 | 901,222 | $9,894,000 | +$1,043,982 | $10.99 | 15 |
| 2019 Q3 | 803,417 | $9,528,000 | +$296,029 | $11.88 | 17 |
| 2019 Q2 | 752,114 | $10,440,000 | +$1,510,611 | $13.89 | 14 |
| 2019 Q1 | 647,298 | $8,350,000 | -$93,716 | $13.00 | 16 |
| 2018 Q4 | 661,992 | $5,148,000 | -$1,706,662 | $7.77 | 14 |
| 2018 Q3 | 758,736 | $14,108,000 | -$324,520 | $18.65 | 16 |
| 2018 Q2 | 775,970 | $12,417,000 | -$1,601,758 | $16.07 | 10 |
| 2018 Q1 | 886,171 | $12,663,000 | -$726,527 | $14.23 | 12 |
| 2017 Q4 | 936,290 | $20,054,000 | -$109,300 | $21.75 | 10 |
| 2017 Q3 | 753,989 | $16,738,000 | -$181,935 | $22.20 | 8 |
| 2017 Q2 | 762,207 | $17,072,000 | +$174,866 | $22.44 | 10 |
| 2017 Q1 | 754,424 | $18,150,000 | +$54,668 | $23.93 | 10 |
| 2016 Q4 | 752,222 | $16,647,000 | -$173,369 | $22.14 | 9 |
| 2016 Q3 | 760,092 | $16,341,000 | +$14,969,560 | $21.57 | 9 |
| 2016 Q2 | 64,185 | $1,339,000 | -$338,475 | $20.83 | 5 |
| 2016 Q1 | 80,632 | $1,537,000 | -$1,958,835 | $19.75 | 6 |
| 2015 Q4 | 165,152 | $3,723,000 | -$418,547 | $22.53 | 6 |
| 2015 Q3 | 183,754 | $4,260,000 | -$9,231,583 | $23.25 | 5 |
| 2015 Q2 | 574,025 | $13,813,646 | +$9,263,692 | $23.93 | 10 |
| 2015 Q1 | 189,322 | $4,519,000 | +$2,474,154 | $23.89 | 8 |
| 2014 Q4 | 86,190 | $1,918,000 | +$300,999 | $22.25 | 4 |
| 2014 Q3 | 95,825 | $2,271,000 | +$1,612,375 | $23.70 | 6 |
| 2014 Q2 | 27,644 | $694,000 | +$694,000 | $25.00 | 4 |