Reporting owner
Stilwell Associates, L.P.
Reporting owner CIK 0000913960 · 10% owner
These transactions appear in filings associated with this reporting owner. Jointly reported quantities and amounts are unallocated; they are not this owner's individual purchases or total holdings. Names and roles reflect the relevant filing, and a reporting owner may be a person or an organization.
Transaction timeline
Who reported an acquisition, and when the transaction occurred.
PurchaseStock awardGift receivedExercise / conversionConversionOther acquisition
6 dated transactions · 6 of 6 reporting owners shown. Select one owner to focus the chart.
View timeline as a table
| Transaction date | Company / security | Reporting owners | Acquisition type |
|---|---|---|---|
| Sep 30, 2026 | Wheeler Real Estate Investment Trust, Inc.7.00% Subordinated Convertible Notes due 2031 | Stilwell Associates, L.P. · Stilwell Joseph · Stilwell Value LLC · Stilwell Value Partners VII, L.P. · Stilwell Activist Fund, L.P. · Stilwell Activist Investments, L.P. | Purchase |
| Sep 30, 2026 | Wheeler Real Estate Investment Trust, Inc.7.00% Subordinated Convertible Notes due 2031 | Stilwell Associates, L.P. · Stilwell Joseph · Stilwell Value LLC · Stilwell Value Partners VII, L.P. · Stilwell Activist Fund, L.P. · Stilwell Activist Investments, L.P. | Purchase |
| Sep 30, 2026 | Wheeler Real Estate Investment Trust, Inc.Common Stock | Stilwell Associates, L.P. · Stilwell Joseph · Stilwell Value LLC · Stilwell Value Partners VII, L.P. · Stilwell Activist Fund, L.P. · Stilwell Activist Investments, L.P. | Stock award |
| Sep 30, 2026 | Wheeler Real Estate Investment Trust, Inc.Common Stock | Stilwell Associates, L.P. · Stilwell Joseph · Stilwell Value LLC · Stilwell Value Partners VII, L.P. · Stilwell Activist Fund, L.P. · Stilwell Activist Investments, L.P. | Stock award |
| Nov 13, 2025 | Wheeler Real Estate Investment Trust, Inc.7.00% Subordinated Convertible Notes due 2031 | Stilwell Associates, L.P. · Stilwell Joseph · Stilwell Value LLC · Stilwell Value Partners VII, L.P. · Stilwell Activist Fund, L.P. · Stilwell Activist Investments, L.P. | Purchase |
| Nov 5, 2025 | Wheeler Real Estate Investment Trust, Inc.Common Stock | Stilwell Associates, L.P. · Stilwell Joseph · Stilwell Value LLC · Stilwell Value Partners VII, L.P. · Stilwell Activist Fund, L.P. · Stilwell Activist Investments, L.P. | Stock award |
Only transactions on this page are shown. Date windows end on the latest transaction date in this sample. Joint filings may appear on more than one row. Sales are not included. Share-price charts use a separate data source.
Transactions in associated filings
| Filed / transacted | Company | Reporting owners | Type / security | Quantity | Price / reference value | Details |
|---|---|---|---|---|---|---|
| Trade: | Wheeler Real Estate Investment Trust, Inc.WHLR · WHLRD · WHLRL · WHLRP · company listings | Stilwell Associates, L.P.10% owner Stilwell JosephDirector · 10% owner Stilwell Value LLC10% owner Stilwell Value Partners VII, L.P.10% owner Stilwell Activist Fund, L.P.10% owner Stilwell Activist Investments, L.P.10% owner Joint filing · amounts unallocated | Purchase7.00% Subordinated Convertible Notes due 2031Derivative security · Code P | Not reported | 246,925 *Value: Not reportedCurrency not specified | View ↗ |
| Trade: | Wheeler Real Estate Investment Trust, Inc.WHLR · WHLRD · WHLRL · WHLRP · company listings | Stilwell Associates, L.P.10% owner Stilwell JosephDirector · 10% owner Stilwell Value LLC10% owner Stilwell Value Partners VII, L.P.10% owner Stilwell Activist Fund, L.P.10% owner Stilwell Activist Investments, L.P.10% owner Joint filing · amounts unallocated | Purchase7.00% Subordinated Convertible Notes due 2031Derivative security · Code P | Not reported | 1,287,410 *Value: Not reportedCurrency not specified | View ↗ |
| Trade: | Wheeler Real Estate Investment Trust, Inc.WHLR · WHLRD · WHLRL · WHLRP · company listings | Stilwell Associates, L.P.10% owner Stilwell JosephDirector · 10% owner Stilwell Value LLC10% owner Stilwell Value Partners VII, L.P.10% owner Stilwell Activist Fund, L.P.10% owner Stilwell Activist Investments, L.P.10% owner Joint filing · amounts unallocated | Stock awardCommon StockNon-derivative security · Code A | 19,685 | Not reported *Value: Not reportedCurrency not specified | View ↗ |
| Trade: | Wheeler Real Estate Investment Trust, Inc.WHLR · WHLRD · WHLRL · WHLRP · company listings | Stilwell Associates, L.P.10% owner Stilwell JosephDirector · 10% owner Stilwell Value LLC10% owner Stilwell Value Partners VII, L.P.10% owner Stilwell Activist Fund, L.P.10% owner Stilwell Activist Investments, L.P.10% owner Joint filing · amounts unallocated | Stock awardCommon StockNon-derivative security · Code A | 142,015 | Not reported *Value: Not reportedCurrency not specified | View ↗ |
| Trade: | Wheeler Real Estate Investment Trust, Inc.WHLR · WHLRD · WHLRL · WHLRP · company listings | Stilwell Associates, L.P.10% owner Stilwell JosephDirector · 10% owner Stilwell Value LLC10% owner Stilwell Value Partners VII, L.P.10% owner Stilwell Activist Fund, L.P.10% owner Stilwell Activist Investments, L.P.10% owner Joint filing · amounts unallocated | Purchase7.00% Subordinated Convertible Notes due 2031Derivative security · Code P | Not reported | 1,000,000 *Value: Not reportedCurrency not specified | View ↗ |
| Trade: | Wheeler Real Estate Investment Trust, Inc.WHLR · WHLRD · WHLRL · WHLRP · company listings | Stilwell Associates, L.P.10% owner Stilwell JosephDirector · 10% owner Stilwell Value LLC10% owner Stilwell Value Partners VII, L.P.10% owner Stilwell Activist Fund, L.P.10% owner Stilwell Activist Investments, L.P.10% owner Joint filing · amounts unallocated | Stock awardCommon StockNon-derivative security · Code A | 6,682 | Not reported *Value: Not reportedCurrency not specified | View ↗ |
6 transactions on this page. Filing date, newest first.