Morgan Stanley
WHLRL

Morgan Stanley’s Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 WHLRL Stock Holding History

Morgan Stanley’s Portfolio WHLRL Stock Details WHLRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16K Hold
200
– – ﹤0.01% 6801
2025
Q4 		$17.5K Hold
200
– – ﹤0.01% 6735
2025
Q3 		$23K Buy
+200
New +$27.8K ﹤0.01% 6646

Other funds holding WHLRL

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Morgan Stanley's WHLRL Position: Q1 2026 in Review

Morgan Stanley held its Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) position steady in Q1 2026 at 200 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #6801.

Morgan Stanley first reported a position in WHLRL in Q3 2025 and has held it in 3 quarters since. The position peaked at $23K in Q3 2025. 5 funds tracked by Wall St. Rank hold WHLRL as of Q1 2026.

  • Morgan Stanley held 200 shares of Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 worth $16K as of Q1 2026.
  • Morgan Stanley left its Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 share count unchanged in Q1 2026.
  • Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6801 holding.
  • Morgan Stanley first reported a position in Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 in Q3 2025 and has held it in 3 quarters since.
  • Morgan Stanley's Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 position peaked at $23K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.