Lowe Wealth Advisors’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-700
| Closed | -$2.14K | – | 387 |
|
|
2024
Q4 | $2.14K | Hold |
700
| – | – | ﹤0.01% | 322 |
|
|
2024
Q3 | $1.68K | Hold |
700
| – | – | ﹤0.01% | 282 |
|
|
2024
Q2 | $1.57K | Hold |
700
| – | – | ﹤0.01% | 281 |
|
|
2024
Q1 | $1.14K | Hold |
700
| – | – | ﹤0.01% | 279 |
|
|
2023
Q4 | $910 | Hold |
700
| – | – | ﹤0.01% | 285 |
|
|
2023
Q3 | $1.05K | Sell |
700
-200
| -22% | -$340 | ﹤0.01% | 277 |
|
|
2023
Q2 | $1.44K | Hold |
900
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $1.45K | Hold |
900
| – | – | ﹤0.01% | 303 |
|
|
2022
Q4 | $1.37K | Hold |
900
| – | – | ﹤0.01% | 308 |
|
|
2022
Q3 | $2K | Hold |
900
| – | – | ﹤0.01% | 303 |
|
|
2022
Q2 | $4K | Hold |
900
| – | – | ﹤0.01% | 250 |
|
|
2022
Q1 | $6K | Hold |
900
| – | – | ﹤0.01% | 236 |
|
|
2021
Q4 | $6K | Hold |
900
| – | – | ﹤0.01% | 224 |
|
|
2021
Q3 | $9K | Hold |
900
| – | – | ﹤0.01% | 199 |
|
|
2021
Q2 | $14K | Hold |
900
| – | – | 0.01% | 165 |
|
|
2021
Q1 | $10K | Hold |
900
| – | – | 0.01% | 183 |
|
|
2020
Q4 | $12K | Hold |
900
| – | – | 0.01% | 167 |
|
|
2020
Q3 | $9K | Hold |
900
| – | – | 0.01% | 170 |
|
|
2020
Q2 | $6K | Hold |
900
| – | – | ﹤0.01% | 181 |
|
|
2020
Q1 | $6K | Sell |
900
-700
| -44% | -$7.1K | ﹤0.01% | 185 |
|
|
2019
Q4 | $18K | Hold |
1,600
| – | – | 0.01% | 123 |
|
|
2019
Q3 | $19K | Hold |
1,600
| – | – | 0.01% | 115 |
|
|
2019
Q2 | $22K | Hold |
1,600
| – | – | 0.01% | 116 |
|
|
2019
Q1 | $20K | Hold |
1,600
| – | – | 0.01% | 111 |
|
|
2018
Q4 | $12K | Hold |
1,600
| – | – | 0.01% | 128 |
|
|
2018
Q3 | $30K | Buy |
+1,600
| New | +$29.3K | 0.02% | 93 |
|
Other funds holding WHLRP
Lowe Wealth Advisors's WHLRP Position: Q1 2025 in Review
Lowe Wealth Advisors sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q1 2025, closing a stake of 700 shares — an estimated $2.14K sold.
Lowe Wealth Advisors first reported a position in WHLRP in Q3 2018 and held it in 26 quarters. The position peaked at $30K in Q3 2018. 1 fund tracked by Wall St. Rank holds WHLRP as of Q1 2025.
- Lowe Wealth Advisors reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q1 2025 after selling out during the quarter.
- Lowe Wealth Advisors sold 700 Wheeler Real Estate Investment Trust Preferred Stock shares in Q1 2025, an estimated $2.14K.
- Lowe Wealth Advisors first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q3 2018 and held it in 26 quarters.
- Lowe Wealth Advisors's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $30K in Q3 2018.
- 1 fund tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2025.
Based on Lowe Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.