Tower Research Capital (TRC)’s Wheeler Real Estate Investment Trust WHLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Buy |
1,674
+1,561
| +1,381% | +$9.46K | ﹤0.01% | 3960 |
|
|
2025
Q1 | $2.5K | Buy |
113
+94
| +495% | +$2.08K | ﹤0.01% | 4542 |
|
|
2024
Q4 | $8.75K | Buy |
19
+16
| +533% | +$7.36K | ﹤0.01% | 3968 |
|
|
2024
Q3 | $7.85K | Buy |
+3
| New | +$7.85K | ﹤0.01% | 4014 |
|
|
2024
Q2 | – | Hold |
0
| – | -$712 | – | 4686 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1.14K | – | 5398 |
|
|
2023
Q4 | – | Hold |
0
| – | -$4.32K | – | 5421 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1.71K | – | 4883 |
|
|
2023
Q2 | – | Hold |
0
| – | -$3K | – | 5308 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5254 |
|
|
2022
Q3 | – | Hold |
0
| – | -$9K | – | 6539 |
|
|
2022
Q2 | – | Hold |
0
| – | -$2K | – | 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
| – | -$6K | – | 4627 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4237 |
|
|
2018
Q3 | – | Hold |
0
| – | -$4K | – | 4298 |
|
|
2018
Q2 | – | Hold |
0
| – | -$1K | – | 3164 |
|
|
2018
Q1 | – | Hold |
0
| – | -$5K | – | 3107 |
|
|
2017
Q4 | – | Hold |
0
| – | -$2K | – | 2913 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 3599 |
|
|
2016
Q4 | – | Hold |
0
| – | -$47K | – | 4470 |
|
|
2016
Q3 | – | Hold |
0
| – | -$5K | – | 1185 |
|
|
2016
Q2 | – | Hold |
0
| – | -$1K | – | 3421 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 3807 |
|
|
2015
Q4 | – | Hold |
0
| – | -$14K | – | 5125 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 2044 |
|
|
2015
Q2 | – | Hold |
0
| – | -$1K | – | 5128 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 4151 |
|
|
2014
Q4 | – | Hold |
0
| – | -$7K | – | 4770 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 3088 |
|
|
2013
Q3 | – | Hold |
0
| – | -$4K | – | 4888 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 3130 |
|