Wheeler Real Estate Investment Trust, Inc.: 5%+ holders

Wheeler Real Estate Investment Trust, Inc. has 11 Schedule 13D or 13G filings on record since 2025-08-14. 3 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

Purpose of Transaction (Item 4)

Stilwell Joseph

We are filing this Thirty-Eighth Amendment to report that on August 17, 2026, the Group entered into the Third Letter Agreement Amendment and a Registration Rights Agreement with the Issuer, which agreements are defined and further discussed in Item 6 of this Thirty-Eighth Amendment. Copies of the Third Letter Agreement Amendment and the Registration Rights Agreement are attached as Exhibits 27 and 28, respectively, hereto. Our purpose in acquiring the Common Stock of the Issuer is to profit from the appreciation in the Issuer's securities and the market price of the shares of Common Stock through asserting shareholder rights. Members of the Group may seek to make additional purchases or sales of shares of Common Stock. Except as described in this filing, no member of the Group has any plans or proposals which relate to, or could result in, any of the matters referred to in paragraphs (a) through (j), inclusive, of Item 4 of Schedule 13D. Members of the Group may, at any time and from time to time, review or reconsider their positions and formulate plans or proposals with respect thereto. Since 2000, members or affiliates of the Group have taken an "activist position" in 80 other publicly-traded companies. In each instance, our purpose has been to profit from the appreciation in the market price of the shares we held by asserting shareholder rights. In addition, we believed that the values of the companies' assets were not adequately reflected in the market prices of …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-08-19; the filing has the rest

Timeline

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

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