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WHLRP

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

Daytona Street Capital’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
Q2 		$38.1K Hold
3,624
– – 0.03% 199
2026
Q1 		$25.2K Hold
3,624
– – 0.02% 219
2025
Q4 		$18.8K Buy
+3,624
New +$15.1K 0.01% 243

Other funds holding WHLRP

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Daytona Street Capital's WHLRP Position: Q2 2026 in Review

Daytona Street Capital held its Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) position steady in Q2 2026 at 3,624 shares worth $38.1K. The position accounts for 0.03% of the portfolio, ranked #199.

Daytona Street Capital first reported a position in WHLRP in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold WHLRP as of Q2 2026.

  • Daytona Street Capital held 3,624 shares of Wheeler Real Estate Investment Trust Preferred Stock worth $38.1K as of Q2 2026.
  • Daytona Street Capital left its Wheeler Real Estate Investment Trust Preferred Stock share count unchanged in Q2 2026.
  • Wheeler Real Estate Investment Trust Preferred Stock made up 0.03% of Daytona Street Capital's portfolio in Q2 2026, its #199 holding.
  • Daytona Street Capital first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q2 2026.

Based on Daytona Street Capital's 13F filing for Q2 2026, filed 3 Aug 2026.