WAM
WHLRP

Wolverine Asset Management’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Wolverine Asset Management’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 		$42.2K Sell
6,071
-19,515
-76% -$127K ﹤0.01% 1277
2025
Q4 		$133K Sell
25,586
-28,644
-53% -$119K ﹤0.01% 1154
2025
Q3 		$229K Sell
54,230
-1,024
-2% -$4.08K ﹤0.01% 996
2025
Q2 		$219K Buy
+55,254
New +$220K ﹤0.01% 1015
2025
Q1 		– Sell
-58,830
Closed -$180K – 1791
2024
Q4 		$180K Buy
+58,830
New +$190K ﹤0.01% 1045
2024
Q2 		– Sell
-64,304
Closed -$104K – 1801
2024
Q1 		$104K Buy
64,304
+637
+1% +$894 ﹤0.01% 1044
2023
Q4 		$82.8K Hold
63,667
– – ﹤0.01% 1145
2023
Q3 		$95.5K Hold
63,667
– – ﹤0.01% 1153
2023
Q2 		$102K Hold
63,667
– – ﹤0.01% 1071
2023
Q1 		$102K Hold
63,667
– – ﹤0.01% 1117
2022
Q4 		$96.8K Buy
63,667
+2,508
+4% +$6.08K ﹤0.01% 1279
2022
Q3 		$140K Buy
61,159
+9,693
+19% +$39.9K ﹤0.01% 1341
2022
Q2 		$256K Buy
51,466
+9,263
+22% +$51.9K ﹤0.01% 1141
2022
Q1 		$290K Sell
42,203
-5,010
-11% -$34.2K ﹤0.01% 1095
2021
Q4 		$317K Buy
+47,213
New +$373K ﹤0.01% 1131
2020
Q4 		– Sell
-33,925
Closed -$323K – 1897
2020
Q3 		$323K Sell
33,925
-394
-1% -$3.75K ﹤0.01% 851
2020
Q2 		$246K Sell
34,319
-5,395
-14% -$39.6K ﹤0.01% 875
2020
Q1 		$245K Buy
39,714
+6,769
+21% +$68.7K ﹤0.01% 846
2019
Q4 		$362K Buy
32,945
+9,130
+38% +$109K ﹤0.01% 863
2019
Q3 		$282K Buy
23,815
+9,751
+69% +$131K ﹤0.01% 919
2019
Q2 		$195K Sell
14,064
-9,963
-41% -$138K ﹤0.01% 1040
2019
Q1 		$312K Sell
24,027
-11,075
-32% -$117K ﹤0.01% 968
2018
Q4 		$273K Buy
+35,102
New +$567K ﹤0.01% 1183

Other funds holding WHLRP

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Asset Management's WHLRP Position: Q1 2026 in Review

Wolverine Asset Management reduced its Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) stake by 76% in Q1 2026, selling an estimated $127K and leaving 6,071 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Wolverine Asset Management first reported a position in WHLRP in Q4 2018 and has held it in 23 quarters since. The position peaked at $362K in Q4 2019. 11 funds tracked by Wall St. Rank hold WHLRP as of Q1 2026.

  • Wolverine Asset Management held 6,071 shares of Wheeler Real Estate Investment Trust Preferred Stock worth $42.2K as of Q1 2026.
  • Wolverine Asset Management sold 19,515 Wheeler Real Estate Investment Trust Preferred Stock shares in Q1 2026, an estimated $127K.
  • Wheeler Real Estate Investment Trust Preferred Stock made up ﹤0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #1277 holding.
  • Wolverine Asset Management first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q4 2018 and has held it in 23 quarters since.
  • Wolverine Asset Management's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $362K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.