Stilwell Value’s Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 WHLRL Stock Holding History

Stilwell Value’s Portfolio WHLRL Stock Details WHLRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$71.3M	Sell
2025 Q1	$75.9M	Hold
2024 Q4	$67.2M	Hold
2024 Q3	$66.3M	Buy
2024 Q2	$64.4M	Buy
2024 Q1	$61.4M	Buy
2023 Q4	$57.3M	Buy
2023 Q3	$55.2M	Buy
2023 Q2	$46.2M	Hold
2023 Q1	$35M	Buy