Funds holding WHEELER REAL ESTATE INVESTMENT TRUST
ISIN US9630257700 · United States · LEI 5493005TOFFG62ETJY29
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 12.3K $
- Share of capital
- 0.3 % of 1.9M shares on Aug 4, 2026
2 tracked funds declare this company. So these figures do not say who owns it.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 5,701 | 10.8K $ | 0.30 % | as of Feb 28, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 797 | 1.5K $ | 0.04 % | as of Feb 28, 2026 ↗ |
Institutional managers
5 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Magnetar Financial LLC | 145,069 | 152.3K $ | as of Mar 31, 2026 |
| Virtu Financial LLC | 19,898 | 18 $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 636 | 589 $ | as of Mar 31, 2026 |
| UBS Group AG | 52 | 48 $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 2 | 1 $ | as of Mar 31, 2026 |
Declared shareholders of WHEELER REAL ESTATE INVESTMENT TRUST
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Magnetar Financial LLC and 3 others | 45.00 % | 1,195,354 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding WHEELER REAL ESTATE INVESTMENT TRUST". https://titelia.com/en/stocks/wheeler-real-estate-investment-trust-US9630257700