LPL Financial
WHLRP

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

LPL 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 		$159K Hold
22,865
– – ﹤0.01% 5571
2025
Q4 		$119K Hold
22,865
– – ﹤0.01% 5568
2025
Q3 		$96.7K Hold
22,865
– – ﹤0.01% 5526
2025
Q2 		$90.5K Buy
+22,865
New +$90.8K ﹤0.01% 5283
2025
Q1 		– Sell
-22,865
Closed -$69.8K – 5535
2024
Q4 		$69.8K Buy
+22,865
New +$73.8K ﹤0.01% 5064

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's WHLRP Position: Q1 2026 in Review

LPL Financial held its Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) position steady in Q1 2026 at 22,865 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #5571.

LPL Financial 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.

  • LPL Financial held 22,865 shares of Wheeler Real Estate Investment Trust Preferred Stock worth $159K as of Q1 2026.
  • LPL Financial 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 LPL Financial's portfolio in Q1 2026, its #5571 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.