Wheeler Real Estate Investment Trust Ownership | Who Owns Wheeler Real Estate Investment Trust?
Wheeler Real Estate Investment Trust Ownership Summary
Wheeler Real Estate Investment Trust is owned by 1.21% institutional investors, and 98.79% retail investors. Fidelity Extended Market Index is the top mutual fund, with 0.04% of its assets in Wheeler Real Estate Investment Trust shares.
WHLR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wheeler Real Estate Investment Trust | 1.21% | - | 98.79% |
| Sector | Real Estate Stocks | 46.98% | 8.71% | 44.31% |
| Industry | Retail REIT Stocks | 47.21% | 8.26% | 44.53% |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2023 | 1 | -94.74% | 118,129 | -95.19% | 1 | 0.19% | - | -100.00% | 1 | -66.67% |
| Jun 30, 2023 | 19 | - | 2,456,979 | 0.36% | 25 | 4.01% | 6 | 100.00% | 3 | -25.00% |
| Mar 31, 2023 | 19 | -5.00% | 2,448,282 | 4.00% | 24 | 4.33% | 3 | -66.67% | 4 | - |
| Dec 31, 2022 | 20 | 17.65% | 2,354,098 | -6.52% | 24 | 3.63% | 9 | 80.00% | 4 | - |
| Sep 30, 2022 | 17 | -5.56% | 2,518,296 | -0.69% | 25 | 3.79% | 5 | -28.57% | 4 | -33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Extended Market Index | 1.56K | 0.04% | 1.53K |
| Amundi Fds Pio Flexible Opps A EUR C | 1.24K | 0.03% | 993.00 |
| Fidelity Nasdaq Composite Index | 117.00 | 0.01% | -4.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 20.00 | 0.00% | - |
| Fidelity Series Total Market Index | 43.00 | 0.00% | -1.00 |
| Spartan Extended Market Index Pool E | 6.00 | 0.00% | - |
| SSgA U.S. Extended Market Index Class I | 908.00 | 0.00% | - |
| State St US Extended Mkt Indx NL Cl C | 1.00 | 0.00% | - |
| NT Ext Equity Mkt Idx Fd - NL | 1.00 | 0.00% | - |
| Northern Trust Extended Eq Market Idx | 1.00 | 0.00% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 5 |
| 2025 Q1 | - | 10 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | 2 | - |
| 2024 Q2 | 1 | - |
WHLR Ownership FAQ
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