Bandera Partners’s Wheeler Real Estate Investment Trust WHLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24
| Closed | -$11.4K | – | 19 |
|
|
2024
Q4 | $11.4K | Hold |
24
| – | – | ﹤0.01% | 18 |
|
|
2024
Q3 | $54.9K | Hold |
24
| – | – | 0.02% | 18 |
|
|
2024
Q2 | $315K | Buy |
24
+20
| +500% | +$263K | 0.11% | 18 |
|
|
2024
Q1 | $382K | Hold |
4
| – | – | 0.15% | 18 |
|
|
2023
Q4 | $743K | Buy |
+4
| New | +$743K | 0.25% | 18 |
|