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WHLRP — WHEELER REAL ESTATE INVT TR

Reported value held$2.01K
Funds holding (latest)2
SectorReal Estate

WHLRP (WHEELER REAL ESTATE INVT TR) is tracked on HoldingsHub across five years of quarterly 13F filings. 2 funds have reported positions historically, with the sum of their latest reported stakes valued at $2.01K. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.

WHLRP is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 1 $7 0.00% New

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 42 $178 0.00% New

Q1 2024 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 1.31K $2.13K 0.00% Add

Q4 2023 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 24 $31 0.00% Reduce

Q3 2023 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 737 $1.11K 0.00% Add

Q2 2023 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 124 $198 0.00% Reduce

New Positions (latest)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 2 funds)

FundQ1 2026Q3 2025Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q1 2022Q4 2021
UBS Group AG 1 42 1.31K 24 737 124 312 351 82 48
Morgan Stanley — — — — — — — — — 322

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