Monitor for a subsequent Schedule 13D filing if HRT Financial LP's stake exceeds 5% or if they engage with management. The appearance of a quantitative trading firm as a holder could signal future trading activity or a catalyst-driven position.
Price Chart
Executive Summary
HRT Financial LP filed a Form 3 initial statement of beneficial ownership, reporting 67,635 shares of Wheeler Real Estate Investment Trust common stock as of June 30, 2026. This discloses a new significant holder in a micro-cap REIT, but no intent or further action is indicated.
Key Facts
- HRT Financial LP filed Form 3 on 2026-07-02, reporting beneficial ownership of 67,635 shares of WHLR common stock.
- The filing is an initial statement of ownership, not a change in position.
- WHLR has a market cap of approximately $1M, making this stake potentially material relative to float.
Financial Impact
No financial figures disclosed; stake of 67,635 shares at a $1M market cap implies a significant percentage ownership.
Risk Factors
- HRT Financial LP may reduce or exit the position without public disclosure until a 13D threshold is crossed.
- No indication of activist intent or strategic involvement.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 3 Filing (Primary) | 0001475597-26-000134 |
| Document: 0001475597-26-000134-index.html | 0001475597-26-000134 |
| Document: 0001475597-26-000134.txt | 0001475597-26-000134 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | EFFECT | $0.3656 $0.2298 | ▲ +37.14% | ▲ +37.25% | $2.85 (−679.54%) |
Sep 9, 2026 23d ago | 8-K | $0.3817 $0.3829 | ▼ −0.31% | ▼ −0.97% | $2.85 (−646.66%) |
Sep 2, 2026 4w ago | 8-K | $0.5119 $0.3918 | ▲ +23.46% | ▲ +22.31% | $2.85 (−456.75%) |
Aug 21, 2026 6w ago | 8-K | $0.3569 $1.07 | ▲ +199.80% | ▲ +199.33% | $2.85 (+698.54%) |
Aug 14, 2026 7w ago | 8-K | $0.3646 $0.3569 | ▼ −2.11% | ▼ −0.74% | $2.85 (+681.68%) |
Aug 11, 2026 7w ago | 8-K | $1.83 $1.50 | ▲ +18.12% | ▲ +17.72% | $2.85 (−55.57%) |
Aug 7, 2026 8w ago | 8-K | $0.4439 $0.3646 | ▲ +17.86% | ▲ +18.26% | $2.85 (−542.04%) |
Jul 7, 2026 12w ago | 8-K | $0.5550 $0.3900 | ▲ +29.73% | ▲ +30.28% | $2.85 (−413.51%) |
Jul 6, 2026 12w ago | EFFECT | $0.7375 $0.4098 | ▼ −44.43% | ▼ −44.92% | $2.85 (+286.44%) |
Jul 2, 2026 13w ago | Insider Cluster | $1.03 $0.4300 | ▲ +58.25% | ▲ +59.18% | $2.85 (−176.70%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access