KF
WHLRP

Krilogy Financial’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Krilogy Financial’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 		– Sell
-20,000
Closed -$117K – 1063
2025
Q4 		$117K Sell
20,000
-8,839
-31% -$36.9K ﹤0.01% 899
2025
Q3 		$118K Buy
+28,839
New +$115K ﹤0.01% 840

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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Krilogy Financial's WHLRP Position: Q1 2026 in Review

Krilogy Financial sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q1 2026, closing a stake of 20,000 shares — an estimated $117K sold.

Krilogy Financial first reported a position in WHLRP in Q3 2025 and held it in 2 quarters. The position peaked at $118K in Q3 2025. 11 funds tracked by Wall St. Rank hold WHLRP as of Q1 2026.

  • Krilogy Financial reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q1 2026 after selling out during the quarter.
  • Krilogy Financial sold 20,000 Wheeler Real Estate Investment Trust Preferred Stock shares in Q1 2026, an estimated $117K.
  • Krilogy Financial first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q3 2025 and held it in 2 quarters.
  • Krilogy Financial's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $118K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.