SV
WHLRP
Stilwell Value’s Wheeler Real Estate Investment Trust, Inc. Preferred Stock WHLRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
793,332
-15,045
| -2% | -$59.6K | 1.53% | 7 |
|
|
2025
Q1 | $3.22M | Sell |
808,377
-8,708
| -1% | -$34.7K | 1.65% | 7 |
|
|
2024
Q4 | $2.5M | Buy |
+817,085
| New | +$2.5M | 1.26% | 9 |
|
|
2024
Q3 | – | Sell |
-817,085
| Closed | -$1.84M | – | 36 |
|
|
2024
Q2 | $1.84M | Hold |
817,085
| – | – | 0.96% | 10 |
|
|
2024
Q1 | $1.32M | Hold |
817,085
| – | – | 0.69% | 12 |
|
|
2023
Q4 | $1.06M | Hold |
817,085
| – | – | 0.55% | 15 |
|
|
2023
Q3 | $1.23M | Hold |
817,085
| – | – | 0.67% | 13 |
|
|
2023
Q2 | $1.31M | Hold |
817,085
| – | – | 0.73% | 12 |
|
|
2023
Q1 | $1.31M | Buy |
+817,085
| New | +$1.31M | 0.73% | 12 |
|
|
2022
Q3 | – | Sell |
-328,033
| Closed | -$1.64M | – | 42 |
|
|
2022
Q2 | $1.64M | Buy |
+328,033
| New | +$1.64M | 1.13% | 11 |
|
|
2020
Q4 | – | Sell |
-8,200
| Closed | -$78K | – | 40 |
|
|
2020
Q3 | $78K | Hold |
8,200
| – | – | 0.08% | 35 |
|
|
2020
Q2 | $62K | Hold |
8,200
| – | – | 0.07% | 34 |
|
|
2020
Q1 | $55K | Buy |
+8,200
| New | +$55K | 0.07% | 35 |
|