Morgan Stanley’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
Q3 | – | Hold |
0
| – | -$606 | – | 8395 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 7412 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7443 |
|
|
2024
Q3 | – | Hold |
0
| – | -$21.3K | – | 8034 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6436 |
|
|
2023
Q4 | – | Hold |
0
| – | -$3 | – | 7908 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7590 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7616 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7651 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7783 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7892 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7991 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7878 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 8122 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 8032 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7807 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 7575 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 7121 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6834 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6731 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6718 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6595 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 6767 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 6756 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 6716 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 6749 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 6523 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 6517 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 5555 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 5893 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 5580 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 5934 |
|
|
2017
Q1 | – | Hold |
0
| – | -$30K | – | 6618 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 5891 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 5775 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 5541 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 5439 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 5136 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 5533 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 5674 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 5581 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 5453 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 5339 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 5632 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 5814 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 5715 |
|
Other funds holding WHLR
SV
TRCT
