Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
11 hedge funds and large institutions have $6.84M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 1 closing their positions.
16% more capital invested
Capital invested by funds: $5.91M → $6.84M (+$924K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
12% less ownership
Funds ownership: 152.03% → 140.03% (-12%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UFM
Ursa Fund Management
Danville,
California
|
-$203K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$119K |
| 3 |
SV
Stilwell Value
New York
|
-$117K |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$36.9K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $3.95M | -$117K | -28,000 | -4% |
|
|
MF
2
Magnetar Financial
Evanston,
Illinois
| $1.21M | – | – | – |
|
|
UFM
3
Ursa Fund Management
Danville,
California
| $771K | -$203K | -48,700 | -25% |
|
|
NAM
4
Nexpoint Asset Management
Dallas,
Texas
| $427K | – | – | – |
|
|
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| $133K | -$119K | -28,644 | -53% |
|
6
LPL Financial
San Diego,
California
| $119K | – | – | – |
|
|
KF
7
Krilogy Financial
St. Louis,
Missouri
| $117K | -$36.9K | -8,839 | -31% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $76.3K | -$3.77K | -904 | -6% |
|
|
DSC
9
Daytona Street Capital
Saint Louis,
Missouri
| $18.8K | +$15.1K | +3,624 | New |
|
|
CS
10
Clear Street
New York
| $13K | – | – | – |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $2.39K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| – | -$178 | -42 | Closed |
|
WHLRP Hedge Fund Activity: Q4 2025 in Review
11 of the 8,235 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q4 2025, worth a combined $6.84M — up 16% from $5.91M a quarter earlier.
Fund positioning in WHLRP was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 5 trimmed.
The largest seller was Ursa Fund Management, cutting an estimated $203K.
- 11 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $6.84M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2025, up 16% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q4 2025 was Ursa Fund Management, an estimated $203K sold.
Based on aggregated 13F filings for Q4 2025.