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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 11/13/2023 | STILWELL VALUE LLC | 118,129 | $387,463 | -90.00% | 1.21% |
| 11/13/2023 | WELLS FARGO & COMPANY/MN | 0 | $0 | -100.00% | 0.00% |
| 11/13/2023 | NORTHERN TRUST CORP | 0 | $0 | -100.00% | 0.00% |
| 11/14/2023 | STATE STREET CORP | 0 | $0 | -100.00% | 0.00% |
| 12/18/2023 | VANGUARD GROUP INC | 0 | $0 | -100.00% | 0.00% |
| 11/15/2023 | MORGAN STANLEY | 0 | $0 | -100.00% | 0.00% |
| 11/02/2023 | NISA INVESTMENT ADVISORS, LLC | 0 | $0 | -100.00% | 0.00% |
| 11/14/2023 | RENAISSANCE TECHNOLOGIES LLC | 0 | $0 | -100.00% | 0.00% |
| 11/14/2023 | CHILTON CAPITAL MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 11/13/2023 | GEODE CAPITAL MANAGEMENT, LLC | 0 | $0 | -100.00% | 0.00% |
| 11/14/2023 | MILLENNIUM MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 11/13/2023 | WOLVERINE ASSET MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 11/14/2023 | AMUNDI | 0 | $0 | -100.00% | 0.00% |
| 11/13/2023 | BLACKROCK INC. | 0 | $0 | -100.00% | 0.00% |
| 11/14/2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0 | $0 | -100.00% | 0.00% |
| 11/15/2023 | JANE STREET GROUP, LLC | 0 | $0 | -100.00% | 0.00% |
| 11/14/2023 | STEAMBOAT CAPITAL PARTNERS, LLC | 0 | $0 | -100.00% | 0.00% |
| 11/01/2023 | KRILOGY FINANCIAL LLC | 0 | $0 | -100.00% | 0.00% |
| 11/13/2023 | ADVISOR GROUP HOLDINGS, INC. | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 6 institutional investors and hedge funds held shares of Wheeler Real Estate Investment Trust, Inc.. The most heavily invested institutionals were:
Eidelman Virant Capital: 699,000
AMUNDI ASSET MANAGEMENT US, INC.: 1,241
LADENBURG THALMANN FINANCIAL SERVICES INC.: 4,600
LOEB PARTNERS CORP: 0
Acrospire Investment Management LLC: 0
Virtu KCG Holdings LLC: 10,079
A. 1.21% of Wheeler Real Estate Investment Trust, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 714,920 shares in the last 24 months. This purchase volume represents approximately $11.10 M in transactions.
