Stilwell Associates, L.P.
Reporting owner on Forms 3, 4 and 5, CIK 913960.
- In the filer group STILWELL VALUE LLC
Stilwell Associates, L.P. reported on 1 issuer in 2 filings, the latest a Form 4 filed 2026-10-02.
Issuers
| Issuer | Roles in the latest filing | Filings | Last filed |
|---|---|---|---|
| Wheeler Real Estate Investment Trust, Inc. CIK 1527541 | 10% owner | 2 | 2026-10-02 |
Transactions and holdings
Every row of the person's Forms 3, 4 and 5, newest first, with the price and the amount owned after the row as filed.
| Security | Date | Code | Shares | Price | Owned after | Filing |
|---|---|---|---|---|---|---|
| Wheeler Real Estate Investm… Common Stock | 2026-09-30 | A granted | +142,015 | 584,578 | Form 4 | |
| Wheeler Real Estate Investm… Common Stock | 2026-09-30 | S sold | -5 | $3.03 | 584,573 | Form 4 |
| Wheeler Real Estate Investm… Common Stock | 2026-09-30 | A granted | +19,685 | 80,969 | Form 4 | |
| Wheeler Real Estate Investm… Common Stock, holding | 1 | Form 4 | ||||
| Wheeler Real Estate Investm… Common Stock, holding | 62,829 | Form 4 | ||||
| Wheeler Real Estate Investm… 7.00% Subordinated Convertible Notes du…, derivative | 2026-09-30 | P bought | + | $1,287,410 | Form 4 | |
| Wheeler Real Estate Investm… 7.00% Subordinated Convertible Notes du…, derivative | 2026-09-30 | S sold | - | $2,725,865 | Form 4 | |
| Wheeler Real Estate Investm… 7.00% Subordinated Convertible Notes du…, derivative | 2026-09-30 | P bought | + | $246,925 | Form 4 | |
| Wheeler Real Estate Investm… Series D Cumulative Convertible Preferr…, derivative | 2026-09-30 | D returned to the issuer | -6,801 | 121,302 | Form 4 | |
| Wheeler Real Estate Investm… Series D Cumulative Convertible Preferr…, derivative | 2026-09-30 | D returned to the issuer | -899 | 17,688 | Form 4 | |
| Wheeler Real Estate Investm… Series B Preferred Stock, derivative | 2026-09-30 | D returned to the issuer | -26,897 | 469,288 | Form 4 | |
| Wheeler Real Estate Investm… Series B Preferred Stock, derivative | 2026-09-30 | D returned to the issuer | -3,903 | 61,693 | Form 4 | |
| Wheeler Real Estate Investm… 7.00% Subordinated Convertible Notes du…, derivative, holding | Form 4 | |||||
| Wheeler Real Estate Investm… Series D Cumulative Convertible Preferr…, derivative, holding | 21,148 | Form 4 | ||||
| Wheeler Real Estate Investm… Series B Preferred Stock, derivative, holding | 90,565 | Form 4 | ||||
| Wheeler Real Estate Investm… Common Stock | 2026-09-23 | A granted | +184,655 | 184,661 | Form 4 | |
| Wheeler Real Estate Investm… Common Stock | 2026-09-23 | A granted | +257,902 | 442,563 | Form 4 | |
| Wheeler Real Estate Investm… Common Stock | 2026-09-23 | A granted | +25,516 | 25,516 | Form 4 | |
| Wheeler Real Estate Investm… Common Stock | 2026-09-23 | A granted | +35,768 | 61,284 | Form 4 | |
| Wheeler Real Estate Investm… Common Stock | 2026-09-23 | A granted | +62,829 | 62,829 | Form 4 | |
| Wheeler Real Estate Investm… Common Stock, holding | 1 | Form 4 | ||||
| Wheeler Real Estate Investm… Series D Cumulative Convertible Preferr…, derivative | 2026-09-23 | D returned to the issuer | -3,287 | 134,678 | Form 4 | |
| Wheeler Real Estate Investm… Series D Cumulative Convertible Preferr…, derivative | 2026-09-23 | D returned to the issuer | -6,575 | 128,103 | Form 4 | |
| Wheeler Real Estate Investm… Series D Cumulative Convertible Preferr…, derivative | 2026-09-23 | D returned to the issuer | -491 | 19,542 | Form 4 | |
| Wheeler Real Estate Investm… Series D Cumulative Convertible Preferr…, derivative | 2026-09-23 | D returned to the issuer | -955 | 18,587 | Form 4 | |
| Wheeler Real Estate Investm… Series D Cumulative Convertible Preferr…, derivative | 2026-09-23 | D returned to the issuer | -3,222 | 0 | Form 4 | |
| Wheeler Real Estate Investm… Series B Convertible Preferred Stock, derivative | 2026-09-23 | D returned to the issuer | -24,730 | 522,788 | Form 4 | |
| Wheeler Real Estate Investm… Series B Convertible Preferred Stock, derivative | 2026-09-23 | D returned to the issuer | -26,603 | 496,185 | Form 4 | |
| Wheeler Real Estate Investm… Series B Convertible Preferred Stock, derivative | 2026-09-23 | D returned to the issuer | -3,270 | 69,113 | Form 4 | |
| Wheeler Real Estate Investm… Series B Convertible Preferred Stock, derivative | 2026-09-23 | D returned to the issuer | -3,517 | 65,596 | Form 4 | |
| Wheeler Real Estate Investm… 7.00% Subordinated Convertible Notes du…, derivative, holding | Form 4 | |||||
| Wheeler Real Estate Investm… 7.00% Subordinated Convertible Notes du…, derivative, holding | Form 4 | |||||
| Wheeler Real Estate Investm… 7.00% Subordinated Convertible Notes du…, derivative, holding | Form 4 | |||||
| Wheeler Real Estate Investm… 7.00% Subordinated Convertible Notes du…, derivative, holding | Form 4 | |||||
| Wheeler Real Estate Investm… Series D Cumulative Convertible Preferr…, derivative, holding | 21,148 | Form 4 | ||||
| Wheeler Real Estate Investm… Series B Convertible Preferred Stock, derivative, holding | 90,565 | Form 4 |
Filings
The person's Forms 3, 4 and 5, and any 13D or 13G naming it.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| Form 4 0001213900-26-106486 | Wheeler Real Estate Investment Trust, Inc. | 2026-10-02 | ||
| Form 4 0001213900-26-103642 | Wheeler Real Estate Investment Trust, Inc. | 2026-09-25 |