WHLR officer Patrick Gundlach files initial ownership

Wheeler Real Estate Investment Trust, Inc. reported that Patrick Gundlach serves as its Chief Accounting Officer in a Form 3 insider ownership filing.

Rhea-AI Filing Summary

Wheeler Real Estate Investment Trust, Inc. reported that Patrick Gundlach serves as its Chief Accounting Officer in a Form 3 insider ownership filing. This initial report lists him as an officer, not a director and not a ten percent owner, and shows no reported transactions or specific share holdings in the provided data.

Key Terms

Form 3, Chief Accounting Officer, ten percent owner

3 terms

Form 3 regulatory

"INSIDER FILING DATA (Form 3)"

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.

Chief Accounting Officer financial

""officer_title": "Chief Accounting Officer""

A chief accounting officer is a senior executive responsible for overseeing a company's financial records and ensuring all accounting practices are accurate and compliant with regulations. They play a key role in preparing financial reports that help investors understand the company's financial health, much like a trusted navigator guiding a ship through complex waters. Their work ensures transparency and trust in the company's financial information.

ten percent owner regulatory

""is_ten_percent_owner": 0"

FAQ

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

What does the WHLR Form 3 filing for Patrick Gundlach show?

The Form 3 shows that Patrick Gundlach is an officer of Wheeler Real Estate Investment Trust, Inc., serving as Chief Accounting Officer. It is an initial insider ownership report and, in the provided data, does not list any specific transactions or share amounts.

What is Patrick Gundlach’s role at Wheeler Real Estate Investment Trust (WHLR)?

Patrick Gundlach is identified as the Chief Accounting Officer of Wheeler Real Estate Investment Trust, Inc. This officer role is disclosed in the Form 3 insider filing and indicates he is a reporting person for regulatory ownership purposes at the company.

Is Patrick Gundlach a ten percent owner of WHLR according to this Form 3?

According to the Form 3 data, Patrick Gundlach is not classified as a ten percent owner of Wheeler Real Estate Investment Trust, Inc. He is reported solely in his capacity as an officer, specifically the Chief Accounting Officer of the company.

Does the WHLR Form 3 for Patrick Gundlach report any stock transactions?

The provided Form 3 data for Patrick Gundlach shows no reported stock transactions. Transaction counts and share amounts are all zero, indicating this filing serves as an initial ownership report without buy, sell, or derivative activity in the disclosed information.

Why is a Form 3 filed for Patrick Gundlach at Wheeler Real Estate Investment Trust?

A Form 3 is filed to establish an insider’s baseline ownership when they become a reporting person. For Patrick Gundlach, it records his status as Chief Accounting Officer of Wheeler Real Estate Investment Trust, Inc. and provides a starting point for future ownership reporting.

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

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Accepted by SEC EDGAR 05/20/2026 - 04:17 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^*

Gundlach Patrick

(Last) (First) (Middle)

2529 VIRGINIA BEACH BOULEVARD

(Street)

VIRGINIA BEACH VIRGINIA 23452

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
03/14/2026

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

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)

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:

Remarks:

This Form 3 is being filed late due to an administrative oversight.

No securities are beneficially owned.

	/s/ Patrick Gundlach	05/20/2026
	** 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)