MORGAN STANLEY
Position in WHLR — Wheeler Real Estate Investment Trust, Inc.
CIK 895421
NEW YORK, NY
Position in WHLR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$0
+$0 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,717,580,031 across 27 REIT - Retail names. WHLR ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,566,600 | $1,244,970,081 | |
| 2 | O |
Realty Income Corp
|
14,440,511 | $894,734,055 | |
| 3 | REG |
Regency Centers Corp
|
2,431,334 | $193,874,567 | |
| 4 | NNN |
Nnn REIT, Inc.
|
3,810,780 | $177,315,587 | |
| 5 | KIM |
Kimco Realty Corp
|
6,806,958 | $172,556,378 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,535,556 | $135,386,337 | |
| 7 | MAC |
Macerich Co
|
5,196,073 | $130,889,074 | |
| 8 | ADC |
Agree Realty Corp
|
1,525,277 | $115,524,472 |
All Filings in WHLR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 WHLRL | — | 200 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 WHLRL | — | 200 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 WHLRL | — | 200 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 WHLRL | — | 200 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $30 | 100 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $13 | 83 | Shares | Defined | 2025-05-15 | |
| 2024-06-30 | — | 1,374 | Shares | Defined | 2025-05-14 | |
| 2023-12-31 | — | 1 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | — | 1 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | — | 12 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | — | 12 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | — | 12 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | — | 13 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | — | 12 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | — | 403 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 WHLRD | — | 700 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | — | 13 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | — | 31 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | — | 12 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | — | 12 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | — | 12 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 WHLRD | — | 453,281 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | — | 12 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 WHLRD | — | 453,281 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | — | 12 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 WHLRD | — | 453,281 | Shares | Defined | 2020-05-26 | |
| 2020-03-31 | — | 50 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||