Stilwell Value’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 | $17.6K | Hold |
1,586
| – | – | 0.01% | 24 |
|
|
2025
Q4 | $97.1K | Buy |
1,586
+93
| +6% | +$17.1K | 0.05% | 22 |
|
|
2025
Q3 | $673K | Hold |
1,493
| – | – | 0.32% | 18 |
|
|
2025
Q2 | $3.26M | Buy |
1,493
+1,492
| +149,200% | +$4.55M | 1.59% | 6 |
|
|
2025
Q1 | $7.43K | Hold |
1
| – | – | ﹤0.01% | 29 |
|
|
2024
Q4 | $159K | Hold |
1
| – | – | 0.08% | 28 |
|
|
2024
Q3 | $762K | Hold |
1
| – | – | 0.38% | 15 |
|
|
2024
Q2 | $4.39M | Buy |
+1
| New | +$24.2M | 2.29% | 5 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 22 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 20 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 11 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 9 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 9 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 8 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 10 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 12 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 10 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 7 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 10 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 7 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 13 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 16 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 17 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 18 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 21 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 20 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 24 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 11 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 12 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 13 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 5 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 3 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 6 |
|
Other funds holding WHLR
MF
VF
TRCT
