UBS Group’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	$48	Buy	+4	New	+$142	﹤0.01%	10213
2025 Q4	–	Sell	-2	Closed	-$870	–	11231
2025 Q3	$870	Sell	2 -4	-67%	-$4.34K	﹤0.01%	9511
2025 Q2	$14K	Buy	6 +1	+20%	+$3.05K	﹤0.01%	8676
2025 Q1	$41.3K	Buy	+5	New	+$310K	﹤0.01%	7722
2024 Q4	–	Hold	0	–	–	–	7497
2024 Q2	–	Hold	0	–	-$505	–	10160
2024 Q1	–	Hold	0	–	–	–	8511
2023 Q4	–	Hold	0	–	–	–	7256
2023 Q2	–	Hold	0	–	-$1.5K	–	9724
2023 Q1	–	Hold	0	–	–	–	8724
2021 Q4	–	Hold	0	–	-$21K	–	10763
2021 Q3	–	Hold	0	–	–	–	7117
2021 Q2	–	Hold	0	–	–	–	8167
2021 Q1	–	Hold	0	–	–	–	8651
2020 Q4	–	Hold	0	–	–	–	7853
2020 Q3	–	Hold	0	–	–	–	4639
2020 Q2	–	Hold	0	–	–	–	4396
2020 Q1	–	Hold	0	–	–	–	4732
2019 Q4	–	Hold	0	–	–	–	5624
2019 Q3	–	Hold	0	–	–	–	5307
2019 Q2	–	Hold	0	–	–	–	5050
2019 Q1	–	Hold	0	–	–	–	4869
2018 Q4	–	Hold	0	–	–	–	7244
2018 Q3	–	Hold	0	–	–	–	7347
2018 Q2	–	Hold	0	–	–	–	7848
2018 Q1	–	Hold	0	–	–	–	6576
2017 Q4	–	Hold	0	–	–	–	6819
2017 Q3	–	Hold	0	–	–	–	8026
2017 Q2	–	Hold	0	–	–	–	6785
2017 Q1	–	Hold	0	–	–	–	6320
2016 Q4	–	Hold	0	–	-$6K	–	8070
2016 Q3	–	Hold	0	–	–	–	7068
2016 Q2	–	Hold	0	–	–	–	7455
2016 Q1	–	Hold	0	–	-$5K	–	8234
2015 Q4	–	Hold	0	–	–	–	7707
2015 Q3	–	Hold	0	–	–	–	7964
2015 Q2	–	Hold	0	–	–	–	7714
2015 Q1	–	Hold	0	–	–	–	7296

Other funds holding WHLR