UBS Group’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1
| Closed | -$7 | – | 11100 |
|
|
2026
Q1 | $7 | Buy |
+1
| New | +$6 | ﹤0.01% | 10352 |
|
|
2025
Q4 | – | Sell |
-42
| Closed | -$178 | – | 11232 |
|
|
2025
Q3 | $178 | Buy |
+42
| New | +$168 | ﹤0.01% | 9840 |
|
|
2024
Q2 | – | Sell |
-1,315
| Closed | -$2.13K | – | 10161 |
|
|
2024
Q1 | $2.13K | Buy |
1,315
+1,291
| +5,379% | +$1.81K | ﹤0.01% | 7972 |
|
|
2023
Q4 | $31 | Sell |
24
-713
| -97% | -$1K | ﹤0.01% | 9041 |
|
|
2023
Q3 | $1.11K | Buy |
737
+613
| +494% | +$1.04K | ﹤0.01% | 8101 |
|
|
2023
Q2 | $198 | Sell |
124
-188
| -60% | -$272 | ﹤0.01% | 8398 |
|
|
2023
Q1 | $501 | Sell |
312
-39
| -11% | -$67 | ﹤0.01% | 9007 |
|
|
2022
Q4 | $534 | Buy |
+351
| New | +$852 | ﹤0.01% | 10145 |
|
|
2022
Q2 | – | Sell |
-82
| Closed | -$1K | – | 11006 |
|
|
2022
Q1 | $1K | Buy |
82
+34
| +71% | +$232 | ﹤0.01% | 9942 |
|
|
2021
Q4 | $0 | Buy |
+48
| New | +$380 | ﹤0.01% | 10763 |
|
|
2020
Q3 | – | Sell |
-1,164
| Closed | -$8K | – | 8446 |
|
|
2020
Q2 | $8K | Sell |
1,164
-1,130
| -49% | -$8.29K | ﹤0.01% | 7160 |
|
|
2020
Q1 | $14K | Sell |
2,294
-419
| -15% | -$4.25K | ﹤0.01% | 6739 |
|
|
2019
Q4 | $30K | Buy |
2,713
+2,230
| +462% | +$26.5K | ﹤0.01% | 6644 |
|
|
2019
Q3 | $6K | Buy |
483
+67
| +16% | +$901 | ﹤0.01% | 7430 |
|
|
2019
Q2 | $6K | Sell |
416
-2,485
| -86% | -$34.5K | ﹤0.01% | 7329 |
|
|
2019
Q1 | $38K | Buy |
2,901
+1,735
| +149% | +$18.3K | ﹤0.01% | 5756 |
|
|
2018
Q4 | $9K | Sell |
1,166
-441
| -27% | -$7.12K | ﹤0.01% | 7295 |
|
|
2018
Q3 | $30K | Buy |
+1,607
| New | +$29.5K | ﹤0.01% | 6548 |
|
|
2018
Q2 | – | Sell |
-2,515
| Closed | -$36K | – | 8292 |
|
|
2018
Q1 | $36K | Buy |
+2,515
| New | +$40.6K | ﹤0.01% | 5959 |
|
|
2017
Q3 | – | Sell |
-688
| Closed | -$15K | – | 8027 |
|
|
2017
Q2 | $15K | Buy |
688
+388
| +129% | +$8.96K | ﹤0.01% | 6500 |
|
|
2017
Q1 | $7K | Buy |
+300
| New | +$7.08K | ﹤0.01% | 6834 |
|
|
2016
Q3 | – | Sell |
-297
| Closed | -$6K | – | 7963 |
|
|
2016
Q2 | $6K | Sell |
297
-1,491
| -83% | -$30.7K | ﹤0.01% | 7058 |
|
|
2016
Q1 | $35K | Sell |
1,788
-1,457
| -45% | -$28.6K | ﹤0.01% | 5765 |
|
|
2015
Q4 | $73K | Sell |
3,245
-5,270
| -62% | -$121K | ﹤0.01% | 5491 |
|
|
2015
Q3 | $198K | Buy |
8,515
+8,012
| +1,593% | +$187K | ﹤0.01% | 4654 |
|
|
2015
Q2 | $12K | Buy |
503
+26
| +5% | +$634 | ﹤0.01% | 7322 |
|
|
2015
Q1 | $11K | Buy |
+477
| New | +$9.85K | ﹤0.01% | 7576 |
|
Other funds holding WHLRP
SV
MF
UFM
NAM
DSC
CS
UBS Group's WHLRP Position: Q2 2026 in Review
UBS Group sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q2 2026, closing a stake of 1 share — an estimated $7 sold.
UBS Group first reported a position in WHLRP in Q1 2015 and held it in 27 quarters. The position peaked at $198K in Q3 2015. 9 funds tracked by Wall St. Rank hold WHLRP as of Q2 2026.
- UBS Group reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q2 2026 after selling out during the quarter.
- UBS Group sold 1 Wheeler Real Estate Investment Trust Preferred Stock share in Q2 2026, an estimated $7.
- UBS Group first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q1 2015 and held it in 27 quarters.
- UBS Group's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $198K in Q3 2015.
- 9 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.