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Wheeler Real Estate Investment Trust Ownership | Who Owns Wheeler Real Estate Investment Trust?

OverviewForecastRevenueFinancialsChart

Wheeler Real Estate Investment Trust Ownership Summary

Wheeler Real Estate Investment Trust is owned by 1.21% institutional investors, and 98.79% retail investors. Amundi Fds Pio Flexible Opps A EUR C is the top mutual fund, with 0.10% of its assets in Wheeler Real Estate Investment Trust shares.

WHLR Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWheeler Real Estate Investment Trust1.21%-98.79%
SectorReal Estate Stocks 42.65%9.09%48.26%
IndustryRetail REIT Stocks 45.74%8.10%46.15%

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20231-94.74%118,129-95.19%10.19%--100.00%1-66.67%
Jun 30, 202319-2,456,9790.36%254.01%6100.00%3-25.00%
Mar 31, 202319-5.00%2,448,2824.00%244.33%3-66.67%4-
Dec 31, 20222017.65%2,354,098-6.52%243.63%980.00%4-
Sep 30, 202217-5.56%2,518,296-0.69%253.79%5-28.57%4-33.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Amundi Fds Pio Flexible Opps A EUR C1.24K0.10%827.00
Fidelity Series Total Market Index797.000.06%797.00
Fidelity Extended Market Index545.000.04%-
Fidelity Nasdaq Composite Index117.000.01%-4.00
Vanguard Institutional Extnd Mkt Idx Tr20.000.00%-
Spartan Total Market Index Pool G13.000.00%-
Spartan Extended Market Index Pool E6.000.00%-
Spartan Extended Market Index Pool F22.000.00%22.00
SSgA U.S. Extended Market Index Class I908.000.00%-
Northern Trust Extended Eq Market Idx1.000.00%-

Insider Transactions Trends

DateBuySell
2026 Q1-7
2025 Q428
2025 Q3-9
2025 Q2-8
2025 Q1-10

WHLR Ownership FAQ

Who Owns Wheeler Real Estate Investment Trust?

Wheeler Real Estate Investment Trust shareholders are primarily institutional investors at 1.21%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Wheeler Real Estate Investment Trust's industry, Retail REIT Stocks , is 45.74%, which Wheeler Real Estate Investment Trust falls below.

Does Blackrock own Wheeler Real Estate Investment Trust?

BlackRock is not among the top 10 institutional shareholders of Wheeler Real Estate Investment Trust.

Who is the top mutual fund holder of Wheeler Real Estate Investment Trust shares?

Amundi Fds Pio Flexible Opps A EUR C is the top mutual fund holder of Wheeler Real Estate Investment Trust shares, with 0.10% of its total shares outstanding invested in 1.24K Wheeler Real Estate Investment Trust shares.

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