HRT Financial lists 67,635 WHLR shares

HRT Financial LP filed an initial ownership report for Wheeler Real Estate Investment Trust, Inc. common stock.

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.

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

How many WHLR shares does HRT Financial LP hold in this Form 3?

HRT Financial LP reports holding 67,635 shares of Wheeler Real Estate Investment Trust common stock. This total represents its direct ownership position following the reported date, serving as a baseline of its beneficial stake in WHLR at that time.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/02/2026 - 02:09 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

HRT FINANCIAL LP

(Last) (First) (Middle)

3 WORLD TRADE CENTER, 175 GREENWICH STRE

76TH FLOOR

(Street)

NEW YORK NEW YORK 10007

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
06/30/2026

3. Issuer Name and Ticker or Trading Symbol
Wheeler Real Estate Investment Trust, Inc. [ WHLR ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	67,635	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	Adam Nunes	07/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)