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
Q2 | $1.98K | Hold |
9
| – | – | ﹤0.01% | 24 |
|
|
2026
Q1 | $17.6K | Hold |
9
| – | – | 0.01% | 24 |
|
|
2025
Q4 | $97.1K | Buy |
9
+1
| +13% | +$33.1K | 0.05% | 22 |
|
|
2025
Q3 | $673K | Hold |
8
| – | – | 0.3% | 18 |
|
|
2025
Q2 | $3.26M | Buy |
+8
| New | +$4.4M | 1.59% | 6 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 29 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 28 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 15 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 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
Stilwell Value's WHLR Position: Q2 2026 in Review
Stilwell Value held its Wheeler Real Estate Investment Trust (WHLR) position steady in Q2 2026 at 9 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #24.
Stilwell Value first reported a position in WHLR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.26M in Q2 2025. 5 funds tracked by Wall St. Rank hold WHLR as of Q2 2026.
- Stilwell Value held 9 shares of Wheeler Real Estate Investment Trust worth $1.98K as of Q2 2026.
- Stilwell Value left its Wheeler Real Estate Investment Trust share count unchanged in Q2 2026.
- Wheeler Real Estate Investment Trust made up ﹤0.01% of Stilwell Value's portfolio in Q2 2026, its #24 holding.
- Stilwell Value first reported a position in Wheeler Real Estate Investment Trust in Q2 2025 and has held it in 5 quarters since.
- Stilwell Value's Wheeler Real Estate Investment Trust position peaked at $3.26M in Q2 2025.
- 5 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust as of Q2 2026.
Based on Stilwell Value's 13F filing for Q2 2026, filed 7 Aug 2026.