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

OverviewRevenueFinancialsChart

Wheeler Real Estate Investment Trust Ownership Summary

Wheeler Real Estate Investment Trust is owned by 1.21% institutional investors, and 98.79% retail investors. Fidelity Extended Market Index is the top mutual fund, with 0.07% 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 66.62%8.14%25.24%
IndustryRetail REIT Stocks 76.66%8.21%15.13%

Institutional Shareholders

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
Fidelity Extended Market Index704.000.07%-2.00
Fidelity Nasdaq Composite Index121.000.01%-1.00
Fidelity Series Total Market Index56.000.01%-1.00
Vanguard Institutional Extnd Mkt Idx Tr41.000.00%-
SSgA U.S. Extended Market Index Class I908.000.00%-
NT Ext Equity Mkt Idx Fd - NL1.000.00%-
State St US Extended Mkt Indx NL Cl C2.000.00%-
Northern Trust Extended Eq Market Idx1.000.00%-
NT Ext Equity Mkt Idx Fd - L1.000.00%-
NT Ext Equity Mkt Idx Fd - DC - NL - T21.000.00%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 14, 2024STILWELL JOSEPH Sell$3.08B
Nov 14, 2024STILWELL JOSEPH Sell$442.29M
Nov 14, 2024STILWELL JOSEPH Sell$445.16M
Aug 27, 2024STILWELL JOSEPH Buy-
Aug 23, 2024STILWELL JOSEPH Buy-

Insider Transactions Trends

DateBuySell
2024 Q32-
2024 Q21-
2024 Q12-
2023 Q455
2023 Q3123

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 76.66%, 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?

Fidelity Extended Market Index is the top mutual fund holder of Wheeler Real Estate Investment Trust shares, with 0.07% of its total shares outstanding invested in 704 Wheeler Real Estate Investment Trust shares.

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