Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
11 hedge funds and large institutions have $8.75M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more capital invested
Capital invested by funds: $6.84M → $8.75M (+$1.91M)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
6.29% less ownership
Funds ownership: 140.03% → 133.74% (-6.3%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UFM
Ursa Fund Management
Danville,
California
|
+$74.1K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
-$169K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$127K |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$117K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$29.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $5.11M | -$169K | -26,000 | -3% |
|
|
MF
2
Magnetar Financial
Evanston,
Illinois
| $1.63M | – | – | – |
|
|
UFM
3
Ursa Fund Management
Danville,
California
| $1.11M | +$74.1K | +11,408 | +8% |
|
|
NAM
4
Nexpoint Asset Management
Dallas,
Texas
| $572K | – | – | – |
|
5
LPL Financial
San Diego,
California
| $159K | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $72.5K | -$29.4K | -4,521 | -30% |
|
|
WAM
7
Wolverine Asset Management
Chicago,
Illinois
| $42.2K | -$127K | -19,515 | -76% |
|
|
DSC
8
Daytona Street Capital
Saint Louis,
Missouri
| $25.2K | – | – | – |
|
|
CS
9
Clear Street
New York
| $17.4K | – | – | – |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $4.59K | +$1.3K | +200 | +43% |
|
|
11
UBS Group
Zurich,
Switzerland
| $7 | +$6 | +1 | New |
|
|
KF
12
Krilogy Financial
St. Louis,
Missouri
| – | -$117K | -20,000 | Closed |
|
WHLRP Hedge Fund Activity: Q1 2026 in Review
11 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q1 2026, worth a combined $8.75M — up 28% from $6.84M a quarter earlier.
Fund positioning in WHLRP was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Ursa Fund Management, adding an estimated $74.1K. The largest seller was Stilwell Value, cutting an estimated $169K.
- 11 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $8.75M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2026, up 28% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q1 2026 was Ursa Fund Management, an estimated $74.1K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q1 2026 was Stilwell Value, an estimated $169K sold.
Based on aggregated 13F filings for Q1 2026.