Every Form 4 that Wheeler Real Estate Investment Trust, Inc. Preferred Stock (WHLRP) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WHLRP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WHLRP filings page.
Wheeler Real Estate Investment Trust, Inc. (WHLR) had a Form 4 filed by ten percent owner HRT FINANCIAL LP reporting a sale of 5,048 shares of common stock on September 10, 2026 at $0.369 per share in an open-market or private transaction.
After this transaction, the reporting person shows 1,315 shares resulting in short sales, held as a direct position. No transactions are reported as made under a Rule 10b5-1 trading plan.
Wheeler Real Estate Investment Trust, Inc. (WHLR) reported that major shareholder HRT FINANCIAL LP purchased WHLR common stock in two open-market or private transactions. On September 8, 2026, it bought 8,197 shares at $0.3900 per share, and on September 9, 2026, it bought 11,253 shares at $0.3760 per share, totaling 19,450 shares acquired. A footnote states that the September 8 transaction resulted in short sales. No Rule 10b5-1 trading plan is reported.
HRT Financial LP, a ten percent owner of Wheeler Real Estate Investment Trust, Inc., reported mixed trading in the company’s common stock. On July 7, 2026, it made an open-market purchase of 40,591 shares at $0.605 per share. On July 8, 2026, it executed an open-market sale of 66,584 shares at $0.49 per share. After these transactions, HRT Financial directly held 95,390 shares of Wheeler’s common stock, reflecting a net reduction in its position over the two days.
HRT Financial LP, a ten percent owner of Wheeler Real Estate Investment Trust, Inc., reported open-market purchases of a total of 39,051 shares of Common Stock. The firm bought 21,703 shares at $0.0814 per share on July 6, 2026 and 17,348 shares at $1.39 per share on July 2, 2026. Following these transactions, HRT Financial LP directly owns 121,383 Common shares.
Wheeler Real Estate Investment Trust, Inc. reported that investment entities associated with director and ten percent owner Joseph Stilwell adjusted their positions in preferred securities and convertible notes. The filing shows indirect holdings through several Stilwell-managed limited partnerships, with Stilwell disclaiming beneficial ownership except for his pecuniary interest.
On June 30, 2026, Stilwell Value Partners VII, L.P. sold 1,103 shares of the company’s Series D Cumulative Convertible Preferred Stock at $36.00 per share, while continuing to hold additional Series D shares. On the same date, the issuer paid interest on its 7.00% Subordinated Convertible Notes due 2031 in the form of Series D Preferred Stock, increasing the indirect Series D holdings of several Stilwell entities.
The notes are convertible into common stock at a conversion price of $2.771041 per share, and Series D Preferred Stock is itself convertible into common stock at a very high stated conversion price, with no expiration date. Overall, the Form 4 reflects a modest net sale alongside ongoing, sizable indirect positions in the company’s preferred stock and convertible notes.
HRT Financial LP, a ten percent owner of Wheeler Real Estate Investment Trust, Inc., reported open-market purchases of the company’s Common Stock. The firm bought a total of 39,695 shares in two transactions at prices of $1.14 and $1.38 per share. Following these buys, HRT Financial LP directly owns 82,333 shares of Wheeler Real Estate Investment Trust, Inc. common stock.
Wheeler Real Estate Investment Trust director Gregory Paul Hannon, through Oakmont Capital Inc., reported indirect holdings and an interest payment related to the company’s convertible securities. Oakmont Capital holds 7.00% Subordinated Convertible Notes due 2031 that are convertible into Wheeler common stock at a conversion price of $2.771041 per share, representing 157,882 underlying common shares.
On June 30, 2026, interest on these notes was paid in kind as 528 shares of Series D Cumulative Convertible Preferred Stock, bringing Oakmont Capital’s total Series D holdings to 1,054 shares. The Series D preferred stock is itself convertible into Wheeler common stock at a very high stated conversion price per share and has no expiration date. The filing notes that these securities are owned directly by Oakmont Capital, with Hannon reporting them indirectly and disclaiming beneficial ownership except for his pecuniary interest.
Wheeler Real Estate Investment Trust, Inc. CEO Michael Andrew Franklin reported changes in his holdings of the company’s convertible securities. He holds 7.00% Subordinated Convertible Notes due 2031 that are convertible into 9,491 shares of common stock at a conversion price of $2.771041 per share, or 9.021881 common shares for each $25.00 of principal.
On June 30, 2026, interest on these Notes was paid to him in the form of Series D Cumulative Convertible Preferred Stock. He received 44 shares of Series D Preferred Stock as interest, bringing his total Series D holdings to 88 shares, based on a per share value of $20.698249 determined under the Indenture’s volume‑weighted average price formula. The Series D Preferred Stock is itself convertible into common stock at a very high stated conversion price and has no expiration date.
Wheeler Real Estate Investment Trust, Inc. reported that investment entities associated with director and ten percent owner Joseph Stilwell sold a total of 25,000 shares of Series B Convertible Preferred Stock on June 26, 2026 at $8.6423 per share. According to the footnotes, Stilwell Activist Fund, L.P. sold 11,105 shares and Stilwell Value Partners VII, L.P. sold 13,895 shares, with Joseph Stilwell reporting these holdings indirectly through Stilwell Value LLC and disclaiming beneficial ownership except for his pecuniary interest. After these sales, the filing shows continuing indirect positions in Series B Preferred Stock and substantial indirect holdings of the company’s 7.00% Subordinated Convertible Notes due 2031, which are convertible into common stock.
An entity associated with Wheeler Real Estate Investment Trust, Inc. director Gregory Paul Hannon, Oakmont Capital Inc., made an open-market purchase of the company’s 7.00% Subordinated Convertible Notes due 2031. These notes are convertible into common stock at a conversion price of approximately $0.69 per share, or about 36.09 shares for each $25.00 of principal amount, representing up to 180,437 shares of common stock underlying the purchased notes. The filing also reports Oakmont Capital Inc.’s indirect holdings of Series D Cumulative Convertible Preferred Stock, each share of which is convertible into 0.00000002 common shares at a stated conversion value of $1,538,611,200 per common share. Hannon disclaims beneficial ownership of securities held by Oakmont Capital Inc. except to the extent of his pecuniary interest.
Wheeler Real Estate Investment Trust, Inc. insider entities reported indirect trades in the company’s 7.00% Subordinated Convertible Notes due 2031. Partnerships associated with Joseph Stilwell executed one open-market purchase and one open-market sale of these notes on June 3, 2026, as indirect holdings.
The notes are convertible into common stock at a conversion price of $1.026988 per share, or 24.343042 common shares for each $25.00 of principal amount. The filing also shows indirect holdings of these notes that are convertible into 2,439,124 and 16,708,065 shares of common stock through different entities. Stilwell disclaims beneficial ownership of the indirectly held securities except to the extent of his pecuniary interest.
Magnetar-affiliated entities reported a small open-market sale of Wheeler Real Estate Investment Trust, Inc. common stock. On April 15, 2026, entities managed by Magnetar Financial LLC sold 3,127 shares of WHLR common stock at a weighted average price of $0.7958 per share in multiple trades between $0.78 and $0.80. Following the reported transaction, the Form 4 shows 0 shares of this class held in the reported indirect position. The filing notes that Magnetar entities and related parties disclaim beneficial ownership of the shares except to the extent of their pecuniary interest.
Wheeler Real Estate Investment Trust, Inc. insiders linked to Magnetar entities reported net open-market sales of 93,500 shares of Common Stock. The sales occurred on April 10, 13 and 14, 2026 at weighted average prices of $0.8337, $0.8559 and $0.7658 per share.
The shares are held indirectly through various Magnetar-managed investment vehicles, and Magnetar Financial LLC and related parties disclaim beneficial ownership except for their pecuniary interest. After these transactions, the reporting structure shows 3,127 shares of Common Stock remaining indirectly held.
Wheeler Real Estate Investment Trust, Inc. insider entities reported open-market sales of Common Stock linked to Magnetar-managed vehicles. Over April 7–9, 2026, Magnetar-related funds sold a total of 25,354 shares of Wheeler common stock in three transactions.
The shares were sold at weighted average prices between $0.82 and $0.88 per share, with one line showing 96,627 shares remaining indirectly owned after the latest sale. The positions are held through various Magnetar investment vehicles, and Magnetar Financial LLC, Magnetar Capital Partners LP, Supernova Management LLC and David J. Snyderman each disclaim beneficial ownership except to the extent of their pecuniary interest.
Wheeler Real Estate Investment Trust, Inc. reported that entities affiliated with Magnetar Financial LLC conducted open-market sales of Common Stock held indirectly through various investment vehicles. Across three transactions on April 1–6, these entities sold a total of 23,088 shares at weighted average prices in the $0.92–$0.95 range. Following the latest sale, the filing shows 121,981 shares of Common Stock held indirectly. The Magnetar-related entities and David J. Snyderman disclaim beneficial ownership of these shares except to the extent of their pecuniary interest.
Magnetar-affiliated entities reported open-market sales of Wheeler Real Estate Investment Trust, Inc. common stock totaling 18,166 shares. The sales occurred on March 27, 30 and 31, 2026 at weighted average prices of about $1.04, $0.97 and $0.93 per share, respectively.
After the final transaction, 145,069 shares of common stock were reported as indirectly owned. The securities are held across various Magnetar investment vehicles managed by Magnetar Financial LLC, and Magnetar Financial LLC, Magnetar Capital Partners LP, Supernova Management LLC and David J. Snyderman each disclaim beneficial ownership except to the extent of any pecuniary interest.
Wheeler Real Estate Investment Trust insiders linked to Magnetar reported an option exercise and a small share sale. Entities managed by Magnetar Financial LLC exercised Common Stock Purchase Warrants to acquire 172,075 shares of common stock at a conversion price of $0.01 per share, fully exhausting the warrants. They then sold 8,840 common shares in open-market transactions at a weighted average price of $1.0964 per share, leaving 163,235 common shares indirectly owned. Footnotes explain the structure of the Magnetar investment vehicles and note that David J. Snyderman disclaims beneficial ownership except to the extent of his pecuniary interest.
Wheeler Real Estate Investment Trust insider affiliates reported open-market sales of Series B Convertible Preferred Stock. On March 18, 2026, Stilwell Activist Investments, L.P. sold 13,470 Series B shares at $6.9593 per share and Stilwell Value Partners VII, L.P. sold 12,530 Series B shares at $6.9593 per share.
After these sales, Stilwell Activist Investments, L.P. reported 547,518 Series B shares and Stilwell Value Partners VII, L.P. reported 104,460 Series B shares held indirectly. The group also reported significant indirect holdings of 7.00% Subordinated Convertible Notes due 2031, which are convertible into Wheeler common stock at a conversion price of $1.036670 per share (24.115672 common shares for each $25 principal amount).
The filing notes these securities are held by various Stilwell limited partnerships, with Joseph Stilwell reporting indirect ownership through Stilwell Value LLC and disclaiming beneficial ownership except to the extent of his pecuniary interest.
Wheeler Real Estate Investment Trust director Kerry G. Campbell reported an open‑market sale of 168 shares of Series D Cumulative Convertible Preferred Stock at $37.50 per share, reducing his holdings of this security to zero. The Series D Preferred is convertible into common stock at a stated conversion price of $512,870,400 per common share, according to the terms described. Campbell continues to hold 7.00% Subordinated Convertible Notes due 2031 that are convertible, at the holder’s option, into 96,462 shares of common stock at a conversion price of $1.03667 per share, with the notes maturing on December 31, 2031.
Joseph Stilwell and affiliated entities reported multiple transactions in Wheeler Real Estate Investment Trust, Inc. The filing shows Stilwell and related funds hold large indirect positions through 7.00% Subordinated Convertible Notes due 2031 that convert at about $0.9815 per share, representing roughly 23.7 million common shares on a fully converted basis across the reporting entities. The Form 4 also records sales of Series D Cumulative Convertible Preferred Stock by three affiliated vehicles at $36.3625 per share. Stilwell remains identified as a director and a greater-than-10% owner through direct and indirect holdings.