OSAIC HOLDINGS, INC.
Position in WHLR — Wheeler Real Estate Investment Trust, Inc.
CIK 1677044
SCOTTSDALE, AZ
Position in WHLR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1
-$12 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Common Shares in WHLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $74,781,180 across 26 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
519,929 | $32,214,799 | |
| 2 | SPG |
Simon Property Group Inc.
|
66,136 | $14,791,315 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
265,798 | $11,062,512 | |
| 4 | NNN |
Nnn REIT, Inc.
|
70,913 | $3,299,580 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
77,280 | $2,735,711 | |
| 6 | FRT |
Federal Realty Investment Trust
|
14,726 | $1,817,776 | |
| 7 | KRG |
Kite Realty Group Trust
|
56,025 | $1,589,988 | |
| 8 | SKT |
Tanger Inc.
|
39,924 | $1,575,799 |
All Filings in WHLR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1 | 2 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13 | 8 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5 | 16 | Shares | Defined | 2025-11-14 | |
| 2024-03-31 | — | 136 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | — | 150 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | — | 224 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 WHLRD | — | 943 | Shares | Defined | 2023-08-21 | |
| 2023-06-30 | — | 2,302 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 WHLRD | — | 943 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | — | 2,514 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 WHLRD | — | 68 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | — | 2,514 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 WHLRD | — | 943 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | — | 2,496 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 WHLRD | — | 943 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | — | 2,561 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 WHLRD | — | 68 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 WHLRD | — | 875 | Shares | Defined | 2022-02-03 | |
| 2020-09-30 WHLRD | — | 875 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | — | 4,600 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 WHLRD | — | 875 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 WHLRD | — | 875 | Shares | Defined | 2020-05-18 | |
| 2020-03-31 | — | 4,600 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||