Stilwell Value’s Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 WHLRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $71.3M | Sell |
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2025
Q2 | $71.3M | Sell |
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2025
Q1 | $75.9M | Hold |
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|
2024
Q4 | $67.2M | Hold |
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2024
Q3 | $66.3M | Buy |
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|
2024
Q2 | $64.4M | Buy |
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2024
Q1 | $61.4M | Buy |
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|
2023
Q4 | $57.3M | Buy |
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2023
Q3 | $55.2M | Buy |
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|
2023
Q2 | $46.2M | Hold |
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|
2023
Q1 | $35M | Buy |
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