As of November 6, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of Wheeler Real Estate Investment Trust, Inc. The largest reported stake is Stilwell Joseph's, at 49.99%. 12 filings are on record since August 14, 2025 (Schedule 13D/A, August 19, 2026).
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Key facts
- · Reporting person: Jane Street Group, LLC · Sole voting: 0 · Shared voting: 36,485 · Sole dispositive: 0 · Shared dispositive: 36,485 · SCHEDULE 13G, 2026-10-08
- · Reporting person: Stilwell Value Partners VII, L.P. · Sole voting: 0 · Shared voting: 2,433,708 · Sole dispositive: 0 · Shared dispositive: 2,433,708 · SCHEDULE 13D/A, 2026-08-19
- · Reporting person: Magnetar Financial LLC · Sole voting: 0 · Shared voting: 686,376 · Sole dispositive: 0 · Shared dispositive: 686,376 · SCHEDULE 13G/A, 2026-08-14
- · Holder: Magnetar Financial LLC · Percent: 45% · SCHEDULE 13G/A
- · Holder: Magnetar Financial LLC · Percent: 45% · SCHEDULE 13G/A
Wheeler Real Estate Investment Trust, Inc. has 12 Schedule 13D or 13G filings on record since 2025-08-14. 4 holders' latest filing reports 5% or more of common stock, $0.09 par value per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 49.99% | 2,433,708 | SCHEDULE 13D/A, 2026-08-19 | 2026-08-17 | |
| Magnetar Financial LLC | 45% | 686,376 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| 23.5% | 371,449 | SCHEDULE 13D/A, 2026-02-02 | 2026-01-30 | |
| Jane Street Group, LLC | 6.4% | 36,485 | SCHEDULE 13G, 2026-10-08 | 2026-10-02 |
| Diveroli Investment Group LLC | 0% | 0 | SCHEDULE 13D/A, 2025-10-02 | 2025-09-10 |
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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
- Leadership changes Aug 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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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Stilwell Value Partners VII, L.P. | 0 | 2,433,708 | 0 | 2,433,708 | SCHEDULE 13D/A, 2026-08-19 |
| Stilwell Activist Fund, L.P. | 0 | 2,433,708 | 0 | 2,433,708 | SCHEDULE 13D/A, 2026-08-19 |
| Stilwell Activist Investments, L.P. | 0 | 2,433,708 | 0 | 2,433,708 | SCHEDULE 13D/A, 2026-08-19 |
| Stilwell Associates L P | 0 | 2,433,708 | 0 | 2,433,708 | SCHEDULE 13D/A, 2026-08-19 |
| Stilwell Value LLC | 0 | 2,433,708 | 0 | 2,433,708 | SCHEDULE 13D/A, 2026-08-19 |
| Stilwell Joseph | 0 | 2,433,708 | 0 | 2,433,708 | SCHEDULE 13D/A, 2026-08-19 |
| Magnetar Financial LLC | 0 | 686,376 | 0 | 686,376 | SCHEDULE 13G/A, 2026-08-14 |
| Magnetar Capital Partners LP | 0 | 686,376 | 0 | 686,376 | SCHEDULE 13G/A, 2026-08-14 |
| Supernova Management LLC | 0 | 686,376 | 0 | 686,376 | SCHEDULE 13G/A, 2026-08-14 |
| Snyderman David J. | 0 | 686,376 | 0 | 686,376 | SCHEDULE 13G/A, 2026-08-14 |
| Jane Street Group, LLC | 0 | 36,485 | 0 | 36,485 | SCHEDULE 13G, 2026-10-08 |
| Jane Street Capital, LLC | 0 | 540 | 0 | 540 | SCHEDULE 13G, 2026-10-08 |
| Jane Street Global Trading, LLC | 0 | 35,945 | 0 | 35,945 | SCHEDULE 13G, 2026-10-08 |
The latest filing identifies Wheeler Real Estate Investment Trust, Inc. by CUSIP 963025721 and gives its principal executive office as RIVERSEDGE NORTH, 2529 VIRGINIA BEACH BLVD., SUITE 200, VIRGINIA BEACH, VA 23452 (SCHEDULE 13G, 2026-10-08).
Source of funds (Item 3)
Other than as set forth in Schedule C, since we last reported purchases and sales of Common Stock, Stilwell Value Partners VII, Stilwell Activist Fund, Stilwell Activist Investments, and Stilwell Associates have not expended any monies to acquire securities of the Issuer.Stilwell Joseph, SCHEDULE 13D/A, 2026-08-19
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
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | Magnetar Financial LLC | 9.8% | SCHEDULE 13G/A |
| 2025-09-02 | Diveroli Investment Group LLC | 9.48% | SCHEDULE 13D |
| 2025-10-02 | Diveroli Investment Group LLC | 0% | SCHEDULE 13D/A |
| 2025-11-14 | Magnetar Financial LLC | 9.8% | SCHEDULE 13G/A |
| 2025-11-24 | Stilwell Joseph | 49.99% | SCHEDULE 13D/A |
| 2026-02-02 | Amster Howard | 23.5% | SCHEDULE 13D/A |
| 2026-02-17 | Magnetar Financial LLC | 9.8% | SCHEDULE 13G/A |
| 2026-03-03 | Magnetar Financial LLC | 45% | SCHEDULE 13G/A |
| 2026-05-15 | Magnetar Financial LLC | 45% | SCHEDULE 13G/A |
| 2026-08-14 | Magnetar Financial LLC | 45% | SCHEDULE 13G/A |
| 2026-08-19 | Stilwell Joseph | 49.99% | SCHEDULE 13D/A |
| 2026-10-08 | Jane Street Group, LLC | 6.4% | SCHEDULE 13G |
Questions about who owns Wheeler Real Estate Investment Trust, Inc.
Who owns Wheeler Real Estate Investment Trust, Inc.?
On this page, 4 holders' latest ownership filings report 5% or more of Wheeler Real Estate Investment Trust, Inc.: Stilwell Joseph (49.99%, Schedule 13D/A, filed 2026-08-19), Magnetar Financial LLC (45%, Schedule 13G/A, filed 2026-08-14), Amster Howard (23.5%, Schedule 13D/A, filed 2026-02-02) and Jane Street Group, LLC (6.4%, Schedule 13G, filed 2026-10-08).
Who are the largest shareholders of Wheeler Real Estate Investment Trust, Inc.?
By the share each holder's latest filing reports, the largest holders of Wheeler Real Estate Investment Trust, Inc. on this page are Stilwell Joseph (49.99%), Magnetar Financial LLC (45%) and Amster Howard (23.5%).
When did Stilwell Joseph buy into Wheeler Real Estate Investment Trust, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Stilwell Joseph on this page is the Schedule 13D/A, filed 2025-11-24, reporting 49.99%; its latest, Schedule 13D/A filed 2026-08-19, reports 49.99%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 12 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Wheeler Real Estate Investment Trust, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 14, 2026 | Leadership change: Jason F. Simone appointed, Chief Financial Officer | — | Leadership changes | Source |
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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.