Tower Research Capital (TRC)’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
Q1 | $589 | Buy |
+53
| New | +$1.88K | ﹤0.01% | 4833 |
|
|
2025
Q4 | – | Sell |
-26
| Closed | -$11.6K | – | 5655 |
|
|
2025
Q3 | $11.6K | Buy |
26
+21
| +420% | +$22.8K | ﹤0.01% | 3866 |
|
|
2025
Q2 | $10.1K | Buy |
+5
| New | +$15.3K | ﹤0.01% | 3960 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4542 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3968 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4014 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4686 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5398 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5421 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4883 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5332 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5254 |
|
|
2022
Q3 | – | Hold |
0
| – | -$9K | – | 6539 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4595 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5614 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6616 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6222 |
|
|
2020
Q4 | – | Hold |
0
| – | -$2K | – | 5438 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4627 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4237 |
|
|
2018
Q3 | – | Hold |
0
| – | -$4K | – | 4298 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 3164 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 3107 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2913 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 3599 |
|
|
2016
Q4 | – | Hold |
0
| – | -$47K | – | 4469 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1185 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 3421 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 3808 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 5125 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 2044 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 5127 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 4150 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 4769 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 3088 |
|
|
2013
Q3 | – | Hold |
0
| – | -$4K | – | 4888 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 3130 |
|
Other funds holding WHLR
MF
VF
SV
