SEC Form 4 · Updated Daily

WHLR

— WHEELER REAL ESTATE INVESTMENT TRUST, INC. Ownership

Insider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.

Financials Ownership

Current Reporting Owners

Owner	Role	Shares Owned	As Of	Last Activity
BERNARD RUSSEL S	10%+ Owner	2,925,000	2015-06-04	—
WCP Real Estate Fund IV, L.P.	10%+ Owner	2,925,000	2015-06-04	—
Westport Capital Partners LLC	10%+ Owner	2,925,000	2015-06-04	—
Porosoff Marc	10%+ Owner	2,925,000	2015-06-04	—
Geiger Wm. Gregory	10%+ Owner	2,925,000	2015-06-04	—
Socaransky Jordan S.	10%+ Owner	2,925,000	2015-06-04	—
WCP Real Estate Fund IV (ERISA), L.P.	10%+ Owner	2,925,000	2015-06-04	—
Khoshaba Daniel	10%+ Owner · Director · Officer	1,102,084	2021-05-17	P
Stilwell Value LLC	10%+ Owner	584,578	2026-09-30	A
Stilwell Associates, L.P.	10%+ Owner	584,578	2026-09-30	A
Stilwell Value Partners VII, L.P.	10%+ Owner	584,578	2026-09-30	A
Stilwell Activist Investments, L.P.	10%+ Owner	584,578	2026-09-30	A
Stilwell Activist Fund, L.P.	10%+ Owner	584,578	2026-09-30	A
Stilwell Joseph	10%+ Owner · Director	584,578	2026-09-30	A
Ursa Fund Partners LP	10%+ Owner	389,206	2025-01-06	J
Ursa Fund Management, LLC	10%+ Owner	389,206	2025-01-06	J
Douglas Russell Palmer	10%+ Owner	389,206	2025-01-06	J
Hahn Andrew	10%+ Owner	389,206	2025-01-06	J
Investment Opportunities 14 Segregated Portfolio	Reporting Owner	370,000	2024-12-12	P
Kiai Parsa	Director	282,794	2023-11-07	S
Steamboat Capital Partners, LLC	10%+ Owner	282,794	2023-11-07	S
CEOF Holdings LP	Reporting Owner	264,523	2023-10-09	S
Corbin Capital Partners, L.P.	Reporting Owner	264,523	2023-10-09	S
Corbin Capital Partners GP, LLC	Reporting Owner	264,523	2023-10-09	S
Peterson Adam K	10%+ Owner	261,326	2024-09-17	S
MAGNOLIA GROUP, LLC	10%+ Owner	261,326	2024-09-17	S
MAGNOLIA CAPITAL FUND, LP	10%+ Owner	261,326	2024-09-17	S
Wheeler Jon S	Director · Officer	110,997	2017-08-25	P
Sweet John	Director	60,611	2019-02-27	A
McGowan Carl B. Jr.	Director	58,673	2019-02-27	A
BROWN STEWART J	Director	53,564	2019-12-17	S
Graham Wilkes Jackson	Officer	51,492	2017-03-29	S
Poskon Paula	Director	50,200	2020-05-15	P
Hanisch Robin A	Officer	39,232	2017-02-28	A
ARMSTRONG SEAN F	Director	39,104	2019-02-27	A
Jones Andrew R	Director	34,441	2021-03-30	S
Kelly David	Director · Officer	31,904	2019-12-30	P
Reddy Matthew Thomas	Officer	29,521	2017-02-28	A
McKinney Ann L	Director	26,840	2015-12-03	A
Plum Crystal	Officer	22,022	2021-08-13	A
BELOTE STEVEN M	Officer	21,181	2015-12-03	A
McAuliffe John P	Director	17,474	2019-09-19	S
Zwerdling Jeffrey M.	Director	17,188	2015-02-09	P
HARRINGTON KURT R	Director	14,824	2018-02-06	A
King William Walter	Director	14,130	2018-02-06	A
Ettel Christopher James	Director	12,171	2015-08-14	A
Parker Jeffrey B.	Director	10,876	2016-04-29	A
Harris Warren D	Director	9,415	2015-08-14	A
Madhu Sanjay	Director · Officer	7,669	2014-06-11	A
Fox George H.	Officer	6,752	2015-01-01	—
Paul Victoria V.	Officer	3,364	2015-01-01	—
Carter Stefani D	Director	1,800	2021-06-02	P
HRT FINANCIAL LP	10%+ Owner	1,315	2026-09-10	S
Franklin Michael Andrew	Officer	1,205	2017-01-01	—
Campbell Kerry G.	Director	0	2023-06-01	S
Magnetar Financial LLC	10%+ Owner	0	2026-04-15	S
Magnetar Capital Partners LP	10%+ Owner	0	2026-04-15	S
Supernova Management LLC	10%+ Owner	0	2026-04-15	S
Snyderman David J.	10%+ Owner	0	2026-04-15	S
Steamboat Capital Partners Master Fund, LP	10%+ Owner	0	2020-05-13	P
Steamboat Capital Partners II LP	10%+ Owner	0	2020-05-13	P
Steamboat Capital Partners GP, LLC	10%+ Owner	0	2020-05-13	P

Recent Filings

Date	Owner	Activity	Shares	Price	Owned After
2026-09-30	Stilwell Associates, L.P.	Disposition to issuer (derivative)	3,903	—	61,693
2026-09-30	Stilwell Associates, L.P.	Disposition to issuer (derivative)	26,897	—	469,288
2026-09-30	Stilwell Associates, L.P.	Disposition to issuer (derivative)	899	—	17,688
2026-09-30	Stilwell Associates, L.P.	Disposition to issuer (derivative)	6,801	—	121,302
2026-09-30	Stilwell Associates, L.P.	Open-market buy (derivative)	—	$246925.00	—
2026-09-30	Stilwell Associates, L.P.	Open-market sale (derivative)	—	$2725865.00	—
2026-09-30	Stilwell Associates, L.P.	Open-market buy (derivative)	—	$1287410.00	—
2026-09-30	Stilwell Associates, L.P.	Grant / award	19,685	—	80,969
2026-09-30	Stilwell Associates, L.P.	Open-market sale	5	$3.03	584,573
2026-09-30	Stilwell Associates, L.P.	Grant / award	142,015	—	584,578
2026-09-30	Stilwell Value Partners VII, L.P.	Disposition to issuer (derivative)	3,903	—	61,693
2026-09-30	Stilwell Value Partners VII, L.P.	Disposition to issuer (derivative)	26,897	—	469,288
2026-09-30	Stilwell Value Partners VII, L.P.	Disposition to issuer (derivative)	899	—	17,688
2026-09-30	Stilwell Value Partners VII, L.P.	Disposition to issuer (derivative)	6,801	—	121,302
2026-09-30	Stilwell Value Partners VII, L.P.	Open-market buy (derivative)	—	$246925.00	—
2026-09-30	Stilwell Value Partners VII, L.P.	Open-market sale (derivative)	—	$2725865.00	—
2026-09-30	Stilwell Value Partners VII, L.P.	Open-market buy (derivative)	—	$1287410.00	—
2026-09-30	Stilwell Value Partners VII, L.P.	Grant / award	19,685	—	80,969
2026-09-30	Stilwell Value Partners VII, L.P.	Open-market sale	5	$3.03	584,573
2026-09-30	Stilwell Value Partners VII, L.P.	Grant / award	142,015	—	584,578
2026-09-30	Stilwell Activist Fund, L.P.	Disposition to issuer (derivative)	3,903	—	61,693
2026-09-30	Stilwell Activist Fund, L.P.	Disposition to issuer (derivative)	26,897	—	469,288
2026-09-30	Stilwell Activist Fund, L.P.	Disposition to issuer (derivative)	899	—	17,688
2026-09-30	Stilwell Activist Fund, L.P.	Disposition to issuer (derivative)	6,801	—	121,302
2026-09-30	Stilwell Activist Fund, L.P.	Open-market buy (derivative)	—	$246925.00	—
2026-09-30	Stilwell Activist Fund, L.P.	Open-market sale (derivative)	—	$2725865.00	—
2026-09-30	Stilwell Activist Fund, L.P.	Open-market buy (derivative)	—	$1287410.00	—
2026-09-30	Stilwell Activist Fund, L.P.	Grant / award	19,685	—	80,969
2026-09-30	Stilwell Activist Fund, L.P.	Open-market sale	5	$3.03	584,573
2026-09-30	Stilwell Activist Fund, L.P.	Grant / award	142,015	—	584,578
2026-09-30	Stilwell Activist Investments, L.P.	Disposition to issuer (derivative)	3,903	—	61,693
2026-09-30	Stilwell Activist Investments, L.P.	Disposition to issuer (derivative)	26,897	—	469,288
2026-09-30	Stilwell Activist Investments, L.P.	Disposition to issuer (derivative)	899	—	17,688
2026-09-30	Stilwell Activist Investments, L.P.	Disposition to issuer (derivative)	6,801	—	121,302
2026-09-30	Stilwell Activist Investments, L.P.	Open-market buy (derivative)	—	$246925.00	—
2026-09-30	Stilwell Activist Investments, L.P.	Open-market sale (derivative)	—	$2725865.00	—
2026-09-30	Stilwell Activist Investments, L.P.	Open-market buy (derivative)	—	$1287410.00	—
2026-09-30	Stilwell Activist Investments, L.P.	Grant / award	19,685	—	80,969
2026-09-30	Stilwell Activist Investments, L.P.	Open-market sale	5	$3.03	584,573
2026-09-30	Stilwell Activist Investments, L.P.	Grant / award	142,015	—	584,578

Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.