Geode Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$26.4K | – | 4627 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4441 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4372 |
|
|
2023
Q3 | – | Hold |
0
| – | -$44.9K | – | 4783 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4530 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4371 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4408 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4598 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4317 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4489 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4636 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4446 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4126 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4096 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3953 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3763 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3861 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3905 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3982 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3975 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4007 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3933 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3988 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3706 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 3680 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 3743 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 3399 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 3345 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 3445 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 3537 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 3602 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3617 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 3973 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 4024 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 4014 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 4057 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 3934 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 3913 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 3901 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 3840 |
|
Other funds holding WHLR
SV
BP
TRCT
CTA
