Bank of America
WHLRL

Bank of America’s Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 WHLRL Stock Holding History

Bank of America’s Portfolio WHLRL Stock Details WHLRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-380
Closed -$43.7K – 8557
2025
Q3 		$43.7K Buy
+380
New +$52.7K ﹤0.01% 6875

Other funds holding WHLRL

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America's WHLRL Position: Q4 2025 in Review

Bank of America sold out of Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) in Q4 2025, closing a stake of 380 shares — an estimated $43.7K sold.

Bank of America first reported a position in WHLRL in Q3 2025 and held it in 1 quarter. The position peaked at $43.7K in Q3 2025. 5 funds tracked by Wall St. Rank hold WHLRL as of Q4 2025.

  • Bank of America reported no remaining Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 position as of Q4 2025 after selling out during the quarter.
  • Bank of America sold 380 Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 shares in Q4 2025, an estimated $43.7K.
  • Bank of America first reported a position in Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 in Q3 2025 and held it in 1 quarter.
  • Bank of America's Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 position peaked at $43.7K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 as of Q4 2025.

Based on Bank of America's 13F filing for Q4 2025, filed 17 Feb 2026.