AC
WHLRD

Apogem Capital’s Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock WHLRD Stock Holding History

Apogem Capital’s Portfolio WHLRD Stock Details WHLRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-21,067
Closed -$245K – 116
2022
Q3 		$245K Hold
21,067
– – 0.24% 108
2022
Q2 		$279K Hold
21,067
– – 0.25% 117
2022
Q1 		$303K Hold
21,067
– – 0.21% 127
2021
Q4 		$320K Buy
+21,067
New +$320K 0.21% 127