| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner
1 company
Ursa Fund Management, LLC last filed a Form 4 in January 2025, as 10% Owner at WHLR.
Historically, Ursa Fund Management, LLC's trades have earned a below-average insider score of 20/100 across 12 rated trades. Over a 12-month horizon, none of those trades were profitable, with an average 12-month return of -100.0%.
At the last filing, the largest reported position was 389,206 shares of WHLR. Net of sales, the WHLR filings show accumulation of 99,200 shares.
Ursa Fund Management, LLC has 8 Form 4 filings on record from November 2024 to January 2025, all as 10% Owner at Wheeler Real Estate Investment Trust (WHLR), 2024–2025.
The 24 reported transactions were 19 open-market purchases and 5 other transactions.
Counted by filing, the open-market trades come to 6 purchases worth about $2.5M and no sales.
The largest open-market purchase was 32,066 shares of WHLR at an average $25.11 on December 12, 2024, about $805K. Twelve months later WHLR was down 100%.
Shares as reported in the last Form 4 for each company; the most recent is from January 2025. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Buy | 10,900 | $26.86 | $292,760.19 | +2.8% | -95.3% | -100.0% | |
| Dec 20, 2024 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Buy | 18,300 | $25.35 | $463,863.96 | +4.9% | -93.0% | -100.0% | |
| Dec 12, 2024 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Buy10b5-1 | 32,066 | $25.11 | $805,273.46 | +9.5% | -93.8% | -100.0% | |
| Dec 3, 2024 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Buy | 8,850 | $26.22 | $232,080.81 | +5.2% | -91.5% | -100.0% | |
| Nov 25, 2024 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Buy | 8,843 | $25.17 | $222,581.91 | +5.3% | -90.3% | -100.0% | |
| Nov 18, 2024 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Buy | 20,241 | $25.28 | $511,682.15 | +13.3% | -91.8% | -100.0% |