Arkolith/Stocks/WHLR 9 PERP B

WHLR 9 PERP B

Wheeler REIT Inc
UnclassifiedNASDAQ/NCMCUSIP 963025309◍ Confluence graph
Tracked 13F Holders
10
-8 QoQ
13F Value (tracked)
$10.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)1 adding · 1 trimming
Insider net (180d)$0

Who owns WHLR 9 PERP B?

10 tracked 13F filers

10 tracked 13F filers disclose a position in WHLR 9 PERP B as of the latest SEC 13F filings, a combined $10.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Stilwell Value LLC
$7.1M
710K
−3.4%
Reduced · −25K sh
Q2 2026
2Magnetar Financial LLC
$1.6M
219K
Held
Q1 2026
3Ursa Fund Management, LLC
$1.1M
160K
+7.7%
Added · +11K sh
Q1 2026
4NEXPOINT ASSET MANAGEMENT, L.P.
$572K
82K
Held
Q1 2026
5LPL Financial LLC
$159K
23K
Held
Q1 2026
6SUSQUEHANNA INTERNATIONAL GROUP, LLP
$73K
10K
−30%
Reduced · −5K sh
Q1 2026
7Daytona Street Capital LLC
$38K
4K
Held
Q2 2026
8Clear Street Group Inc.
$17K
3K
Held
Q1 2026
9OSAIC HOLDINGS, INC.
$5K
660
+43%
Added · +200 sh
Q1 2026
10UBS Group AG
$7
1
New
+1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is WHLR 9 PERP B being bought or sold by institutions?

Last quarter, 0 funds opened a new position in WHLR 9 PERP B and 1 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
1
funds
Reduced
1
funds
Exited
0
funds

Funds that own WHLR 9 PERP B also own

CompanyCo-held byCombined value
WARNER BROS DISCOVERY INCWBD3 funds$105.7M
AIR LEASE CORPAL2 funds$163.1M
MASIMO CORPMASI2 funds$131.1M
NEXPOINT REAL ESTATE FINANCENREF2 funds$127.3M
CHART INDUSTRIES INCGTLS2 funds$125.2M
TXNM ENERGY INCTXNM2 funds$117.8M
PROASSURANCE CORPPRA2 funds$115.3M
PENUMBRA INCPEN2 funds$94.1M
ARCELLX INCACLXGBX2 funds$88.2M
AMICUS THERAPEUTICS INCAM62 funds$87.1M
TECK RESOURCES LTD-CLS BTECK2 funds$78.4M

Ranked by how many of WHLR 9 PERP B's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

1 funds-2 since Q4 2024
059Q4 2024Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $38K

Share classes

Class13F holdersValue held
WHLR 9 PERP Bthis pageEQUITY10 funds$10.7M
WHLR 7 12/31/317% SR NT 315 funds$90.8M
963025770SHS4 funds$153K
963025747COM1 funds$2K
963025754REIT1 funds$275

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in WHLR 9 PERP B

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WHLR 9 PERP B/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WHLR 9 PERP B.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WHLR 9 PERP B. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.