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Wheeler Real Estate Investment Trust Inc | SC 13D/A: Statement of acquisition of beneficial ownership by individuals (Amendment)-Stilwell Value Partners VII, L.P.(49.99%),Stilwell Activist Fund, L.P.(49.99%), etc.

Wheeler Real Estate Investment Trust | SC 13D/A:超過5%持股股東披露文件(修正)-Stilwell Value Partners VII, L.P.(49.99%),Stilwell Activist Fund, L.P.(49.99%)等

美股sec公告 ·  02/07 21:32
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On February 5, 2024, Wheeler Real Estate Investment Trust Inc. (Wheeler REIT) filed an amendment to its Schedule 13D, disclosing significant transactions by Stilwell Value Partners VII, L.P., Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Associates, L.P., Stilwell Value LLC, and Joseph Stilwell (collectively, the Stilwell Group). The Stilwell Group, which includes entities and individuals with shared voting and disposition power, reported beneficial ownership of approximately 49.99% of Wheeler REIT's common stock. This ownership includes shares owned of record, shares issuable upon conversion of preferred stock, and shares issuable upon conversion of senior subordinated convertible notes, subject to ownership limits described in the Excepted Holder Agreement. The Stilwell Group engaged in transactions involving the acquisition and disposition...Show More
On February 5, 2024, Wheeler Real Estate Investment Trust Inc. (Wheeler REIT) filed an amendment to its Schedule 13D, disclosing significant transactions by Stilwell Value Partners VII, L.P., Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Associates, L.P., Stilwell Value LLC, and Joseph Stilwell (collectively, the Stilwell Group). The Stilwell Group, which includes entities and individuals with shared voting and disposition power, reported beneficial ownership of approximately 49.99% of Wheeler REIT's common stock. This ownership includes shares owned of record, shares issuable upon conversion of preferred stock, and shares issuable upon conversion of senior subordinated convertible notes, subject to ownership limits described in the Excepted Holder Agreement. The Stilwell Group engaged in transactions involving the acquisition and disposition of common stock and Series D Preferred Stock, and entered into an Excepted Holder Agreement Amendment with Wheeler REIT, which increased their ownership limits to 60% of the capital stock and 90% of the common stock. The Stilwell Group's actions are part of their ongoing involvement with Wheeler REIT, with members currently serving on the REIT's board of directors.
2024年2月5日,惠勒房地產投資信託公司(惠勒房地產投資信託公司)提交了附表13D的修正案,披露了史迪威價值合夥人七合夥人、史迪威激進基金有限責任公司、史迪威激進投資有限責任公司、史迪威會計師事務所和約瑟夫·史迪威(統稱史迪威集團)的重大交易。史迪威集團包括擁有共同投票權和處置權的實體和個人,報告了惠勒房地產投資信託基金普通股約49.99%的實益所有權。該所有權包括在冊持有的股份、轉換優先股後可發行的股票以及優先次級可轉換票據轉換後可發行的股份,但須遵守例外持有人協議中描述的所有權限制。史迪威集團參與了涉及收購和處置普通股和D系列優先股的交易,並與惠勒房地產投資信託基金簽訂了例外持有人協議修正案,該修正案將其所有權限額提高到資本存量的60%和普通股的90%。史迪威集團的行動是他們持續參與惠勒房地產投資信託基金的一部分,其成員目前在房地產投資信託基金的董事會任職。
2024年2月5日,惠勒房地產投資信託公司(惠勒房地產投資信託公司)提交了附表13D的修正案,披露了史迪威價值合夥人七合夥人、史迪威激進基金有限責任公司、史迪威激進投資有限責任公司、史迪威會計師事務所和約瑟夫·史迪威(統稱史迪威集團)的重大交易。史迪威集團包括擁有共同投票權和處置權的實體和個人,報告了惠勒房地產投資信託基金普通股約49.99%的實益所有權。該所有權包括在冊持有的股份、轉換優先股後可發行的股票以及優先次級可轉換票據轉換後可發行的股份,但須遵守例外持有人協議中描述的所有權限制。史迪威集團參與了涉及收購和處置普通股和D系列優先股的交易,並與惠勒房地產投資信託基金簽訂了例外持有人協議修正案,該修正案將其所有權限額提高到資本存量的60%和普通股的90%。史迪威集團的行動是他們持續參與惠勒房地產投資信託基金的一部分,其成員目前在房地產投資信託基金的董事會任職。
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