BAM
WHLRD

Burgundy Asset Management’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Burgundy Asset Management’s Portfolio WHLRD Stock Details WHLRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$508K Hold
2023
Q1 		$510K Hold
2022
Q4 		$521K Hold
2022
Q3 		$472K Hold
2022
Q2 		$538K Hold
2022
Q1 		$585K Hold
2021
Q4 		$617K Buy