HRT Financial LP (NASDAQ: WHLR) reports 67,635 common shares in Form 3
Rhea-AI Filing Summary
HRT Financial LP filed an initial ownership report for Wheeler Real Estate Investment Trust, Inc. common stock. The filing shows direct ownership of 67,635 shares of common stock as of the reported date, with no buy or sell transactions disclosed in this report.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
HRT FINANCIAL LP
Role
10% Owner
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 67,635 shares (Direct)
Key Figures
Common stock held: 67,635 shares
1 metrics
Common stock held
67,635 shares
Direct ownership reported on Form 3
Key Terms
Form 3, ten percent owner, beneficial ownership
3 terms
Form 3 regulatory
"HRT Financial LP filed a Form 3 initial ownership report."
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
ten percent owner financial
"HRT Financial LP is identified as a ten percent owner of WHLR."
beneficial ownership financial
"The Form 3 establishes HRT Financial LP’s beneficial ownership baseline in WHLR."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What does HRT Financial LP report in its Form 3 for WHLR?
HRT Financial LP reports its initial ownership of Wheeler Real Estate Investment Trust common stock. The filing shows it as a ten percent owner and discloses its direct holdings in WHLR shares as of the stated date without detailing any recent trades.
Does the HRT Financial LP Form 3 show buying or selling of WHLR stock?
The Form 3 does not show any specific buying or selling transactions in WHLR stock. It is an initial ownership filing, listing HRT Financial LP’s direct holdings rather than detailing recent trades or changes in its position.
What is HRT Financial LP’s status in relation to Wheeler Real Estate Investment Trust?
HRT Financial LP is identified as a ten percent owner of Wheeler Real Estate Investment Trust. This status means it beneficially owns at least ten percent of the company’s common stock, triggering the requirement to file a Form 3 ownership report.
Are there any derivative securities reported by HRT Financial LP for WHLR?
The filing does not report any derivative securities such as options or warrants for WHLR. It lists only common stock holdings, so the disclosed position consists solely of directly owned common shares without additional derivative exposure.