SV
WHLR
Stilwell Value’s Wheeler Real Estate Investment Trust WHLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
537,616
+535,265
| +22,768% | +$3.24M | 1.59% | 6 |
|
|
2025
Q1 | $7.43K | Sell |
2,351
-44,742
| -95% | -$141K | ﹤0.01% | 29 |
|
|
2024
Q4 | $159K | Sell |
47,093
-47,102
| -50% | -$159K | 0.08% | 28 |
|
|
2024
Q3 | $762K | Sell |
94,195
-188,401
| -67% | -$1.52M | 0.36% | 14 |
|
|
2024
Q2 | $4.39M | Sell |
282,596
-33,629,775
| -99% | -$522M | 2.29% | 5 |
|
|
2024
Q1 | $5.32M | Buy |
33,912,371
+13,041,184
| +62% | +$2.05M | 2.76% | 5 |
|
|
2023
Q4 | $6.37M | Buy |
20,871,187
+20,753,058
| +17,568% | +$6.33M | 3.33% | 5 |
|
|
2023
Q3 | $387K | Sell |
118,129
-1,063,207
| -90% | -$3.49M | 0.21% | 21 |
|
|
2023
Q2 | $728K | Hold |
1,181,336
| – | – | 0.41% | 19 |
|
|
2023
Q1 | $1.5M | Hold |
1,181,336
| – | – | 0.84% | 10 |
|
|
2022
Q4 | $1.65M | Hold |
1,181,336
| – | – | 1.24% | 9 |
|
|
2022
Q3 | $1.54M | Hold |
1,181,336
| – | – | 1.1% | 9 |
|
|
2022
Q2 | $3M | Hold |
1,181,336
| – | – | 2.07% | 7 |
|
|
2022
Q1 | $2.72M | Hold |
1,181,336
| – | – | 1.8% | 9 |
|
|
2021
Q4 | $2.29M | Hold |
1,181,336
| – | – | 1.48% | 11 |
|
|
2021
Q3 | $3.47M | Hold |
1,181,336
| – | – | 2.22% | 9 |
|
|
2021
Q2 | $5.98M | Hold |
1,181,336
| – | – | 4.21% | 4 |
|
|
2021
Q1 | $4.43M | Hold |
1,181,336
| – | – | 2.98% | 7 |
|
|
2020
Q4 | $3.27M | Hold |
1,181,336
| – | – | 2.47% | 10 |
|
|
2020
Q3 | $3.59M | Buy |
1,181,336
+130,808
| +12% | +$398K | 3.76% | 7 |
|
|
2020
Q2 | $1.83M | Buy |
1,050,528
+168,429
| +19% | +$293K | 1.94% | 13 |
|
|
2020
Q1 | $882K | Hold |
882,099
| – | – | 1.07% | 16 |
|
|
2019
Q4 | $1.45M | Hold |
882,099
| – | – | 1.04% | 17 |
|
|
2019
Q3 | $1.37M | Hold |
882,099
| – | – | 1.03% | 18 |
|
|
2019
Q2 | $1.23M | Hold |
882,099
| – | – | 0.77% | 21 |
|
|
2019
Q1 | $1.31M | Hold |
882,099
| – | – | 0.87% | 20 |
|
|
2018
Q4 | $786K | Hold |
882,099
| – | – | 0.59% | 24 |
|
|
2018
Q3 | $3.78M | Buy |
882,099
+32,116
| +4% | +$137K | 3.17% | 11 |
|
|
2018
Q2 | $3.43M | Hold |
849,983
| – | – | 2.83% | 12 |
|
|
2018
Q1 | $3.04M | Hold |
849,983
| – | – | 2.54% | 13 |
|
|
2017
Q4 | $8.48M | Hold |
849,983
| – | – | 6.58% | 5 |
|
|
2017
Q3 | $9.82M | Buy |
849,983
+142,120
| +20% | +$1.64M | 7.56% | 3 |
|
|
2017
Q2 | $7.23M | Buy |
+707,863
| New | +$7.23M | 5.21% | 6 |
|