Howard Amster Trusts Amend Wheeler REIT 13D Filing
Ticker: WHLRL · Form: SC 13D/A · Filed: Mar 21, 2024 · CIK: 1527541
| Field | Detail |
|---|---|
| Company | Wheeler Real Estate Investment Trust, Inc. (WHLRL) |
| Form Type | SC 13D/A |
| Filed Date | Mar 21, 2024 |
| Risk Level | medium |
| Sentiment | neutral |
Sentiment: neutral
Topics: 13D-filing, amendment, preferred-stock, ownership-change
Related Tickers: WHE
TL;DR
Howard Amster's trusts updated their 13D filing for Wheeler REIT, watch for changes in ownership.
AI Summary
Howard Amster, through various trusts including the Howard Amster 2019 Charitable Remainder Unitrust #1 and #3, and Pleasant Lake Apartments Limited Partnership, has amended their Schedule 13D filing regarding Wheeler Real Estate Investment Trust, Inc. The filing, dated March 21, 2024, indicates a change in the group members and their holdings in the company's Series D Cumulative Preferred Stock.
Why It Matters
This amendment signals potential shifts in significant beneficial ownership and could influence future strategic decisions or shareholder activism concerning Wheeler Real Estate Investment Trust.
Risk Assessment
Risk Level: medium — Amendments to Schedule 13D filings can indicate changes in activist investor intentions or significant shifts in beneficial ownership, which may impact stock price and corporate strategy.
Key Players & Entities
- Howard Amster (person) — Filer and beneficial owner
- Wheeler Real Estate Investment Trust, Inc. (company) — Subject company
- Howard Amster 2019 Charitable Remainder Unitrust #1 (company) — Filing group member
- Howard Amster 2019 Charitable Remainder Unitrust #3 (company) — Filing group member
- Pleasant Lake Apartments Limited Partnership (company) — Filing group member
- Series D Cumulative Preferred Stock (security) — Class of securities held
FAQ
What specific changes were made in the group members listed in this amendment?
The filing lists Howard Amster, Howard Amster 2019 Charitable Remainder Unitrust #1, Howard Amster 2019 Charitable Remainder Unitrust #3, and Pleasant Lake Apartments Limited Partnership as group members.
What is the CUSIP number for the securities in question?
The CUSIP number for the Series D Cumulative Preferred Stock is 963025-60-6.
What is the filing date of this Schedule 13D/A amendment?
The filing date is March 21, 2024.
What is the principal business address of Wheeler Real Estate Investment Trust, Inc.?
The principal business address is Riversedge North, 2529 Virginia Beach Blvd., Suite 200, Virginia Beach, VA 23452.
Who is listed as the person authorized to receive communications for the filer?
Howard Amster is listed as the person authorized to receive communications, with a contact number of (216)595-1047.
Filing Details
This Form SC 13D/A (Form SC 13D/A) was filed with the SEC on March 21, 2024 by Howard Amster regarding Wheeler Real Estate Investment Trust, Inc. (WHLRL).