JP Morgan Chase’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
Q2 | – | Hold |
0
| – | -$3 | – | 7695 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7247 |
|
|
2024
Q3 | – | Hold |
0
| – | -$16 | – | 7708 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7183 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7931 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1.19K | – | 7907 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6622 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5775 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5914 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5984 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 6042 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 6080 |
|
|
2017
Q4 | – | Hold |
0
| – | -$3K | – | 5600 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 4849 |
|
|
2017
Q2 | – | Hold |
0
| – | -$250K | – | 5254 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 3991 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 4777 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 4187 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 4062 |
|
Other funds holding WHLR
SV
TRCT
