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
Q2 		$229K Hold
22,865
– – ﹤0.01% 5662
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 $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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
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

LPL Financial's WHLRP Position: Q2 2026 in Review

LPL Financial held its Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) position steady in Q2 2026 at 22,865 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #5662.

LPL Financial first reported a position in WHLRP in Q4 2024 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold WHLRP as of Q2 2026.

  • LPL Financial held 22,865 shares of Wheeler Real Estate Investment Trust Preferred Stock worth $229K as of Q2 2026.
  • LPL Financial left its Wheeler Real Estate Investment Trust Preferred Stock share count unchanged in Q2 2026.
  • Wheeler Real Estate Investment Trust Preferred Stock made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5662 holding.
  • LPL Financial first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q4 2024 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.