JIM
WHLRD

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

JCP Investment 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
Q4 		– Sell
2023
Q3 		$1.24M Sell
2023
Q2 		$3.45M Hold
2023
Q1 		$3.47M Hold
2022
Q4 		$3.55M Sell
2022
Q3 		$3.55M Hold
2022
Q2 		$4.06M Hold
2022
Q1 		$4.41M Hold
2021
Q4 		$4.65M Buy