Jeff Yass’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Jeff Yass’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	$119K	Buy	11,855 +1,423	+14%	+$11.1K	﹤0.01%	12380
2026 Q1	$72.5K	Sell	10,432 -4,521	-30%	-$29.4K	﹤0.01%	12492
2025 Q4	$76.3K	Sell	14,953 -904	-6%	-$3.77K	﹤0.01%	11589
2025 Q3	$67.1K	Buy	+15,857	New	+$63.2K	﹤0.01%	11755
2024 Q1	–	Sell	-19,055	Closed	-$24.8K	–	13478
2023 Q4	$24.8K	Buy	+19,055	New	+$26.8K	﹤0.01%	11928
2023 Q1	–	Sell	-11,710	Closed	-$17.8K	–	13587
2022 Q4	$17.8K	Buy	11,710 +1,283	+12%	+$3.11K	﹤0.01%	11799
2022 Q3	$24K	Buy	+10,427	New	+$42.9K	﹤0.01%	12538
2015 Q1	–	Sell	-9,000	Closed	-$200K	–	10012
2014 Q4	$200K	Hold	9,000	–	–	﹤0.01%	8825
2014 Q3	$213K	Buy	+9,000	New	+$223K	﹤0.01%	8578

Other funds holding WHLRP

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's WHLRP Position: Q2 2026 in Review

Jeff Yass increased its Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) stake by 14% in Q2 2026, buying an estimated $11.1K and bringing the position to 11,855 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #12380.

Jeff Yass first reported a position in WHLRP in Q3 2014 and has held it in 9 quarters since. The position peaked at $213K in Q3 2014. 9 funds tracked by Wall St. Rank hold WHLRP as of Q2 2026.

Jeff Yass held 11,855 shares of Wheeler Real Estate Investment Trust Preferred Stock worth $119K as of Q2 2026.
Jeff Yass bought 1,423 Wheeler Real Estate Investment Trust Preferred Stock shares in Q2 2026, an estimated $11.1K.
Wheeler Real Estate Investment Trust Preferred Stock made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12380 holding.
Jeff Yass first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q3 2014 and has held it in 9 quarters since.
Jeff Yass's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $213K in Q3 2014.
9 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.