WHLR (Wheeler Real Estate Investment Trust) Institutional Ownership: 2.92% (As of Aug. 09, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

WHLR Wheeler Real Estate Investment Trust Inc WHLR
27 GF Score
Price $0.44
! 3 Warning Signs
View Full Analysis

What is Wheeler Real Estate Investment Trust Institutional Ownership?

Wheeler Real Estate Investment Trust WHLR -7.66% 27 Institutional Ownership is 2.92% as of Aug. 09, 2026. GuruFocus rates WHLR with a GF Score™ of 27/100. The stock has 3 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Wheeler Real Estate Investment Trust's institutional ownership is 2.92%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Wheeler Real Estate Investment Trust's Insider Ownership is 48.10%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Wheeler Real Estate Investment Trust's Float Percentage Of Total Shares Outstanding is 99.86%.

Wheeler Real Estate Investment Trust Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Wheeler Real Estate Investment Trust's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Wheeler Real Estate Investment Trust Institutional Ownership Chart

Wheeler Real Estate Investment Trust Historical Data

The historical data trend for Wheeler Real Estate Investment Trust can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 0.48 0.42 0.46 0.41 1.23 0.65 2.52 1.92 0.23 0.04
WHLR
27GF Score
Wheeler Real Estate Investment Trust Inc WHLR
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Wheeler Real Estate Investment Trust Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 2.92% mean?
Wheeler Real Estate Investment Trust (WHLR) has a Institutional Ownership of 2.92% as of Aug. 09, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Wheeler Real Estate Investment Trust and its competitors.
Is Wheeler Real Estate Investment Trust's Institutional Ownership too high?
Wheeler Real Estate Investment Trust's current Institutional Ownership is 2.92%. Overall, Wheeler Real Estate Investment Trust has a GF Score™ of 27/100, reflecting its overall financial health beyond just this single metric.
How does Wheeler Real Estate Investment Trust's Institutional Ownership compare to GIPR and SQFT?
Wheeler Real Estate Investment Trust's Institutional Ownership of 2.92% can be compared against companies in the REITs industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a REITs company?
A good Institutional Ownership depends on the REITs industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Wheeler Real Estate Investment Trust and its competitors. Wheeler Real Estate Investment Trust's current Institutional Ownership is 2.92%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wheeler Real Estate Investment Trust stock overvalued right now?
Wheeler Real Estate Investment Trust (WHLR) has a current Institutional Ownership of 2.92%. The current Institutional Ownership is 2.92%. Wheeler Real Estate Investment Trust's overall GF Score™ is 27/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Wheeler Real Estate Investment Trust (WHLR), the current Institutional Ownership is 2.92% as of Aug. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Wheeler Real Estate Investment Trust Business Description

Industry Real EstateREITs
Other Exchanges WHLRP.PFD:USAWHLRD.PFD:USA
Address 2529 Virginia Beach Boulevard, Virginia Beach, VA, USA, 23452
Wheeler Real Estate Investment Trust Inc is a self-managed commercial real estate investment company. It owns, leases, and operates income-producing retail properties with a primary focus on grocery-anchored centers. The company's properties include Alex City Marketplace in Alexander City, Alabama; Bryan Station in Lexington, Kentucky; Cardinal Plaza in Henderson, North Carolina; Clover Plaza in Clover, South Carolina; Cypress Shopping Center in Boiling Springs, South Carolina, and others.
27GF Score

Get the complete analysis for WHLR

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$0.44
Price