Jason F. Simone was named Chief Financial Officer of Wheeler Real Estate Investment Trust, Inc., effective August 10, 2026. As of November 6, 2026, Wheeler Real Estate Investment Trust, Inc. has reported one leadership change filing to the SEC under Item 5.02 of Form 8-K, on August 14, 2026, naming 1 appointment (Form 8-K, August 14, 2026).
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Wheeler Real Estate Investment Trust, Inc. reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-08-14. It names 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Wheeler Real Estate Investment Trust, Inc. files it.
Also on the record for Wheeler Real Estate Investment Trust, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 8, 2026 | Stake report, Schedule 13G, by JANE STREET GROUP, LLC | 6.4% of the class | 5%+ stakes | Source |
| August 19, 2026 | Stake report, Schedule 13D/A, by STILWELL JOSEPH | 49.99% of the class | 5%+ stakes | Source |
| August 14, 2026 | Stake report, Schedule 13G/A, by Magnetar Financial LLC | 45% of the class | 5%+ stakes | Source |
| May 15, 2026 | Stake report, Schedule 13G/A, by Magnetar Financial LLC | 45% of the class | 5%+ stakes | Source |
| March 3, 2026 | Stake report, Schedule 13G/A, by Magnetar Financial LLC | 45% of the class | 5%+ stakes | Source |
| February 17, 2026 | Stake report, Schedule 13G/A, by Magnetar Financial LLC | 9.8% of the class | 5%+ stakes | Source |
| February 2, 2026 | Stake report, Schedule 13D/A, by Amster Howard | 23.5% of the class | 5%+ stakes | Source |
| November 24, 2025 | Stake report, Schedule 13D/A, by STILWELL JOSEPH | 49.99% of the class | 5%+ stakes | Source |
| November 14, 2025 | Stake report, Schedule 13G/A, by Magnetar Financial LLC | 9.8% of the class | 5%+ stakes | Source |
| October 2, 2025 | Stake report, Schedule 13D/A, by Diveroli Investment Group LLC | — | 5%+ stakes | Source |
| September 2, 2025 | Stake report, Schedule 13D, by Diveroli Investment Group LLC | 9.48% of the class | 5%+ stakes | Source |
| August 14, 2025 | Stake report, Schedule 13G/A, by Magnetar Financial LLC | 9.8% of the class | 5%+ stakes | Source |
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More on Wheeler Real Estate Investment Trust, Inc. and the records around it.
Wheeler Real Estate Investment Trust, Inc. elsewhere on the record
- 5%+ stake filings Oct 2026
- Who owns it
Companies that share a holder
- Amster Howard also filed stake reports on 4 other companies: REDWOOD TRUST INC (Sep 2026), CBL & ASSOCIATES PROPERTIES INC (Aug 2026), ADAMAS TRUST, INC. (Aug 2026)
- Diveroli Investment Group LLC also filed stake reports on 6 other companies: AYRO, Inc. (May 2026), PetMed Express, Inc. (Feb 2026), BATTALION OIL CORP (Jan 2026)
- Stilwell Value Partners VII, L.P. also filed stake reports on 8 other companies: Catalyst Bancorp, Inc. (Aug 2026), CSB Financial Inc. (Aug 2026), PEOPLES FINANCIAL CORP /MS/ (Aug 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-08-14 | In | Chief Financial Officer | 2026-08-10 | 8-K, 2026-08-14 |
Who leads Wheeler Real Estate Investment Trust, Inc., as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chief Financial Officer: Jason F. Simone, appointed, effective 2026-08-10 (filed 2026-08-14).
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Find candidates like Chief Financial Officer at Wheeler Real Estate Investment Trust, Inc.Every change, in the filing's words
Appointed: Jason F. Simone, Chief Financial Officer, effective 2026-08-10
Effective August 10, 2026, Jason F. Simone was appointed to serve as the Company's Chief Financial Officer.
- Mr. Simone, age 48, has been employed by the Company since 2022 in various positions of increasing responsibility, mostly recently as the Company's Director of Corporate Finance.
- In these positions, Mr. Simone was responsible for corporate accounting, capital markets, corporate finance, and investor relations.
- Prior to joining the Company, Mr. Simone was employed by Cedar Realty Trust, Inc., which is now the Company's wholly-owned subsidiary, where he was responsible for corporate accounting and finance.
- No new compensatory arrangements will be entered into with Mr. Simone in connection with his appointment as the Company's Chief Financial Officer.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.