As of the latest SEC filings, Wheeler Real Estate Investment Trust, Inc. (WHLR) is held by 4 institutional funds. The largest fund shareholder is Highland Opportunities and Income Fund (HFRO), holding an estimated $571,991.95 in market value, representing 0.09% of its portfolio.
Funds holding Wheeler Real Estate Investment Trust, Inc. (WHLR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WHLR
- CIK:
- 0001527541
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
HFRO
Highland Opportunities and Income Fund
|
CEF | Independent / Boutique | 0.09% | $571,991.95 | 82,301 | Mar 31, 2026 | Jun 1, 2026 |
|
HFRO
Highland Opportunities and Income Fund
|
CEF | Independent / Boutique | 0.02% | $115,503.70 | 2,990 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $10,831.90 | 5,701 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,514.30 | 797 | Feb 28, 2026 | Apr 24, 2026 |
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