13FBOX
WHEELER REAL ESTA 9 PFDCONV SER B · 13F Institutional Holdings
Options Calculator Rankings
W

WHEELER REAL ESTA 9 PFDCONV SER B

Institutions
9
Combined AUM (Q2 2026)
$11.1M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1,423
1 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-31,072
3 · 2 Exit · ≈
⚖️ Net
-29,649
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$11.1M
Institutions
9
New Buys
0
Adds
1
Reduces
1
Exits
2
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Stilwell Value LLC
4.07%3.06%#1$7.1M710,466$5.1M735,466-25,000-3.40%Reduce
Magnetar Financial LLC
0.01%0.02%#5$1.6M218,512$1.6M218,51200.00%Unchanged
Ursa Fund Management, LLC
0.37%0.35%#2$1.1M160,000$1.1M160,00000.00%Unchanged
NEXPOINT ASSET MANAGEMENT, L.P.
0.05%0.04%#3$823,01082,301$571,99282,30100.00%Unchanged
LPL Financial LLC
<0.01%<0.01%#7$228,65022,865$158,91422,86500.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#8$118,55011,855$72,50210,432+1,423+13.64%Add
Daytona Street Capital LLC
0.03%0.02%#4$38,0883,624$25,1873,62400.00%Unchanged
Clear Street Group Inc.
<0.01%<0.01%#6$25,0002,500$17,3752,50000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$6,600660$4,58766000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow