APW
WHLR

Allied Private Wealth’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Allied Private Wealth’s Portfolio WHLR Stock Details WHLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275 Buy
+32
New +$3.62K ﹤0.01% 862

Other funds holding WHLR

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Allied Private Wealth's WHLR Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Wheeler Real Estate Investment Trust (WHLR) in Q2 2026: 32 shares worth $275. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings.

5 funds tracked by Wall St. Rank hold WHLR as of Q2 2026.

  • Allied Private Wealth held 32 shares of Wheeler Real Estate Investment Trust worth $275 as of Q2 2026.
  • Wheeler Real Estate Investment Trust was a new Allied Private Wealth position in Q2 2026.
  • Wheeler Real Estate Investment Trust made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #862 holding.
  • 5 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.