Bank of America’s Wheeler Real Estate Investment Trust WHLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-7
| Closed | -$79.9K | – | 8717 |
|
|
2025
Q2 | $79.9K | Buy |
+7
| New | +$107K | ﹤0.01% | 6624 |
|
|
2025
Q1 | – | Hold |
0
| – | -$13 | – | 8584 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8075 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8064 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7232 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7151 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7295 |
|
|
2023
Q1 | – | Hold |
0
| – | -$8 | – | 8315 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 8103 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 8813 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 8677 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 8427 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 8118 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 7396 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 7204 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 7158 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 7281 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 7435 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 7144 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 7070 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 7384 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 7413 |
|
|
2015
Q4 | – | Hold |
0
| – | -$4K | – | 7490 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 6842 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 6169 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 8244 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 8103 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 8169 |
|
Other funds holding WHLR
SV
TRCT
Bank of America's WHLR Position: Q3 2025 in Review
Bank of America sold out of Wheeler Real Estate Investment Trust (WHLR) in Q3 2025, closing a stake of 7 shares — an estimated $79.9K sold.
Bank of America first reported a position in WHLR in Q2 2025 and held it in 1 quarter. The position peaked at $79.9K in Q2 2025. 2 funds tracked by Wall St. Rank hold WHLR as of Q3 2025.
- Bank of America reported no remaining Wheeler Real Estate Investment Trust position as of Q3 2025 after selling out during the quarter.
- Bank of America sold 7 Wheeler Real Estate Investment Trust shares in Q3 2025, an estimated $79.9K.
- Bank of America first reported a position in Wheeler Real Estate Investment Trust in Q2 2025 and held it in 1 quarter.
- Bank of America's Wheeler Real Estate Investment Trust position peaked at $79.9K in Q2 2025.
- 2 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust as of Q3 2025.
Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.