Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CEDAR REALTY TRUST, INC.CDR · Entity 9759 | Chief Financial Officer | August 20, 2026 | August 20, 2026 |
| Wheeler Real Estate Investment Trust, Inc.WHLR · Entity 8666 | Chief Financial Officer | August 10, 2026 | August 20, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CEDAR REALTY TRUST, INC.
Report date August 20, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 7.25% Series B Cumulative Redeemable Preferred StockSEC Table I · non-derivative | IndirectIndividual Retirement Account (IRA) | 2,000 |
Reported balance
After 2026-08-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-20 · Purchase · Acquired 400 · Balance 2,000 |
Wheeler Real Estate Investment Trust, Inc.
Report date August 10, 2026 · Filed August 20, 2026
This filing explicitly reported no securities owned.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 20, 2026 18:56 UTC | CEDAR REALTY TRUST, INC. CDR · Entity 9759 | Purchase7.25% Series B Cumulative Redeemable Preferred Stock | 400 | $17.00 | $6,799.80 |
DisclosureSEC source: 0002134882-26-000006 · wk-form4_1787252173.xml · nonDerivative · entry 1 Simone Jason · CIK 0002134882 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Individual Retirement Account (IRA) Disclosed balance after: 2,000 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.