Stilwell Value’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Stilwell Value’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	$5.11M	Sell	735,466 -26,000	-3%	-$169K	3.06%	6
2025 Q4	$3.95M	Sell	761,466 -28,000	-4%	-$117K	2.18%	8
2025 Q3	$3.34M	Sell	789,466 -3,866	-0.5%	-$15.4K	1.48%	8
2025 Q2	$3.14M	Sell	793,332 -15,045	-2%	-$59.8K	1.53%	7
2025 Q1	$3.22M	Sell	808,377 -8,708	-1%	-$33.5K	1.65%	7
2024 Q4	$2.5M	Buy	+817,085	New	+$2.64M	1.26%	9
2024 Q3	–	Sell	-817,085	Closed	-$1.84M	–	36
2024 Q2	$1.84M	Hold	817,085	–	–	0.96%	10
2024 Q1	$1.32M	Hold	817,085	–	–	0.69%	12
2023 Q4	$1.06M	Hold	817,085	–	–	0.55%	15
2023 Q3	$1.23M	Hold	817,085	–	–	0.67%	14
2023 Q2	$1.31M	Hold	817,085	–	–	0.73%	13
2023 Q1	$1.31M	Buy	+817,085	New	+$1.41M	0.73%	13
2022 Q3	–	Sell	-328,033	Closed	-$1.64M	–	42
2022 Q2	$1.64M	Buy	+328,033	New	+$1.84M	1.13%	12
2020 Q4	–	Sell	-8,200	Closed	-$78K	–	40
2020 Q3	$78K	Hold	8,200	–	–	0.08%	35
2020 Q2	$62K	Hold	8,200	–	–	0.07%	34
2020 Q1	$55K	Buy	+8,200	New	+$83.2K	0.07%	35

Other funds holding WHLRP

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Stilwell Value's WHLRP Position: Q1 2026 in Review

Stilwell Value reduced its Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) stake by 3.4% in Q1 2026, selling an estimated $169K and leaving 735,466 shares worth $5.11M. The position accounts for 3.06% of the portfolio, ranked #6.

Stilwell Value first reported a position in WHLRP in Q1 2020 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold WHLRP as of Q1 2026.

Stilwell Value held 735,466 shares of Wheeler Real Estate Investment Trust Preferred Stock worth $5.11M as of Q1 2026.
Stilwell Value sold 26,000 Wheeler Real Estate Investment Trust Preferred Stock shares in Q1 2026, an estimated $169K.
Wheeler Real Estate Investment Trust Preferred Stock made up 3.06% of Stilwell Value's portfolio in Q1 2026, its #6 holding.
Stilwell Value first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q1 2020 and has held it in 16 quarters since.
11 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2026.

Based on Stilwell Value's 13F filing for Q1 2026, filed 6 May 2026.