Osaic Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Hold |
0
| – | – | – | 7799 |
|
|
2025
Q4 | – | Hold |
0
| – | -$109 | – | 8218 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 7742 |
|
|
2024
Q2 | – | Hold |
0
| – | -$21 | – | 7633 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7122 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7166 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6911 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6774 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6535 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6434 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6680 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6333 |
|
|
2020
Q4 | – | Hold |
0
| – | -$14K | – | 6592 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5119 |
|
|
2020
Q2 | – | Hold |
0
| – | -$5K | – | 6360 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5365 |
|
Other funds holding WHLR
MF
VF
SV
TRCT
