As of November 6, 2026, Wheeler Real Estate Investment Trust, Inc. is a publicly traded company (Nasdaq: WHLR). The largest holder reporting an active stake on Schedule 13D is Joseph Stilwell, a director and 10% owner, at 49.99%. No bankruptcy or receivership appears in its SEC Form 8-K filings. Passive holders reporting on Schedule 13G include Magnetar Financial LLC (45%), Jane Street (6.4%) (Schedule 13D/A, August 19, 2026).
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Is Wheeler Real Estate Investment Trust, Inc. a real, registered company?
- Wheeler Real Estate Investment Trust, Inc. files with the SEC under CIK 1527541 (its SEC filings).
- Its shares are listed under the ticker WHLR on Nasdaq (also WHLRD, WHLRL, WHLRP) (SEC company record).
- Incorporated in Maryland; business address in Virginia Beach, Virginia, as its SEC filings state.
- Court and bankruptcy records: see Before you sign or pay below.
Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under Wheeler Real Estate Investment Trust, Inc. in our court records and SEC 8-K records (as of 2026-11-06).
- Leadership changes: the latest reported is Jason F. Simone, Chief Financial Officer (Form 8-K filed 2026-08-14). Check you are dealing with the people now in charge.
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names Jane Street (filed 2026-10-08).
Who are Wheeler Real Estate Investment Trust, Inc.'s owners and officers?
Wheeler Real Estate Investment Trust, Inc.: incorporated in Maryland; business address in Virginia Beach, Virginia; industry Real Estate Investment Trusts (Schedule 13G, 2026-10-08).
| Report | Holder | Share |
|---|---|---|
| Schedule 13G, 2026-10-08 | Jane Street Group, LLC | 6.4% |
| Schedule 13D/A, 2026-08-19 | Stilwell Joseph | 49.99% |
| Schedule 13G/A, 2026-08-14 | Magnetar Financial LLC | 45% |
| Schedule 13G/A, 2026-05-15 | Magnetar Financial LLC | 45% |
| Schedule 13G/A, 2026-03-03 | Magnetar Financial LLC | 45% |
| Schedule 13G/A, 2026-02-17 | Magnetar Financial LLC | 9.8% |
| Schedule 13D/A, 2026-02-02 | Amster Howard | 23.5% |
| Schedule 13D/A, 2025-11-24 | Stilwell Joseph | 49.99% |
| Schedule 13G/A, 2025-11-14 | Magnetar Financial LLC | 9.8% |
| Schedule 13D/A, 2025-10-02 | Diveroli Investment Group LLC | 0% |
| Schedule 13D, 2025-09-02 | Diveroli Investment Group LLC | 9.48% |
| Schedule 13G/A, 2025-08-14 | Magnetar Financial LLC | 9.8% |
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.
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| Filed | Person | Role | Change | Effective |
|---|---|---|---|---|
| Form 8-K, 2026-08-14 | Jason F. Simone | Chief Financial Officer | appointed | 2026-08-10 |
Which insiders own Wheeler Real Estate Investment Trust, Inc. shares?
Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.
- Stilwell Activist Investments, L.P., a 10% owner: 80,969 shares (4.5% of shares outstanding), held indirectly (the form names the holder only in its footnotes), on a joint filing (Form 4, 2026-10-02).
- Stilwell Associates, L.P., a 10% owner: 80,969 shares (4.5% of shares outstanding), held indirectly (the form names the holder only in its footnotes), on a joint filing (Form 4, 2026-10-02).
- Stilwell Value LLC, a 10% owner: 80,969 shares (4.5% of shares outstanding), held indirectly (the form names the holder only in its footnotes), on a joint filing (Form 4, 2026-10-02).
- , a director and 10% owner: 80,969 shares (4.5% of shares outstanding), held indirectly (the form names the holder only in its footnotes), on a joint filing (Form 4, 2026-10-02).
- Stilwell Activist Fund, L.P., a 10% owner: 80,969 shares (4.5% of shares outstanding), held indirectly (the form names the holder only in its footnotes), on a joint filing (Form 4, 2026-10-02).
Shares outstanding: 1,788,532 as of 2026-11-03, from the company's latest SEC cover page.
How much has Wheeler Real Estate Investment Trust, Inc. raised?
Latest IPO step: Wheeler Real Estate Investment Trust, Inc. withdrew its IPO registration (RW, 2026-02-24).
IPO filings: RW, 2026-02-24.
Keep reading
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
- Leadership changes Aug 2026
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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