LPL Financial’s Wheeler Real Estate Investment Trust, Inc. Preferred Stock WHLRP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$90.5K	Buy	+22,865	New	+$90.5K	﹤0.01%	5133
2025 Q1	–	Sell	-22,865	Closed	-$69.8K	–	5362
2024 Q4	$69.8K	Buy	+22,865	New	+$69.8K	﹤0.01%	4941