WH
AWP

Willner & Heller’s abrdn Global Premier Properties Fund AWP Stock Holding History

Willner & Heller’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,367
Closed -$38.8K – 162
2025
Q4 		$38.8K Hold
3,367
– – 0.03% 165
2025
Q3 		$40.1K Hold
3,367
– – 0.03% 160
2025
Q2 		$40K Buy
+3,367
New +$38.9K 0.03% 152

Other funds holding AWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Willner & Heller's AWP Position: Q1 2026 in Review

Willner & Heller sold out of abrdn Global Premier Properties Fund (AWP) in Q1 2026, closing a stake of 3,367 shares — an estimated $38.8K sold.

Willner & Heller first reported a position in AWP in Q2 2025 and held it in 3 quarters. The position peaked at $40.1K in Q3 2025. 80 funds tracked by Wall St. Rank hold AWP as of Q1 2026.

  • Willner & Heller reported no remaining abrdn Global Premier Properties Fund position as of Q1 2026 after selling out during the quarter.
  • Willner & Heller sold 3,367 abrdn Global Premier Properties Fund shares in Q1 2026, an estimated $38.8K.
  • Willner & Heller first reported a position in abrdn Global Premier Properties Fund in Q2 2025 and held it in 3 quarters.
  • Willner & Heller's abrdn Global Premier Properties Fund position peaked at $40.1K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2026.

Based on Willner & Heller's 13F filing for Q1 2026, filed 17 Apr 2026.