CS
WHLRP

Clear Street’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Clear Street’s Portfolio WHLRP Stock Details WHLRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.4K Hold
2,500
– – ﹤0.01% 903
2025
Q4 		$13K Hold
2,500
– – ﹤0.01% 769
2025
Q3 		$10.6K Hold
2,500
– – ﹤0.01% 680
2025
Q2 		$9.9K Buy
+2,500
New +$9.93K ﹤0.01% 512
2025
Q1 		– Sell
-2,500
Closed -$7.63K – 611
2024
Q4 		$7.63K Buy
+2,500
New +$8.07K ﹤0.01% 373

Other funds holding WHLRP

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Street's WHLRP Position: Q1 2026 in Review

Clear Street held its Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) position steady in Q1 2026 at 2,500 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Clear Street first reported a position in WHLRP in Q4 2024 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold WHLRP as of Q1 2026.

  • Clear Street held 2,500 shares of Wheeler Real Estate Investment Trust Preferred Stock worth $17.4K as of Q1 2026.
  • Clear Street left its Wheeler Real Estate Investment Trust Preferred Stock share count unchanged in Q1 2026.
  • Wheeler Real Estate Investment Trust Preferred Stock made up ﹤0.01% of Clear Street's portfolio in Q1 2026, its #903 holding.
  • Clear Street first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q4 2024 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.