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
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
WAM
DSC
CS
UBS Group's WHLRP Position: Q1 2026 in Review
UBS Group opened a new position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q1 2026: 1 share worth $7. The stake represents ﹤0.01% of the portfolio and ranks #10352 among its holdings. This is a return to the name: UBS Group previously reported a position in WHLRP as recently as Q3 2025.
UBS Group first reported a position in WHLRP in Q1 2015 and has held it in 27 quarters since. The position peaked at $198K in Q3 2015. 11 funds tracked by Wall St. Rank hold WHLRP as of Q1 2026.
- UBS Group held 1 share of Wheeler Real Estate Investment Trust Preferred Stock worth $7 as of Q1 2026.
- Wheeler Real Estate Investment Trust Preferred Stock was a new UBS Group position in Q1 2026.
- Wheeler Real Estate Investment Trust Preferred Stock made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10352 holding.
- UBS Group first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q1 2015 and has held it in 27 quarters since.
- UBS Group's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $198K in Q3 2015.
- 11 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.