UBS Group’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 | $14K | Buy |
2,306
+438
| +23% | +$2.65K | ﹤0.01% | 7361 |
|
|
2025
Q1 | $41.3K | Buy |
1,868
+1,791
| +2,326% | +$39.6K | ﹤0.01% | 6430 |
|
|
2024
Q4 | $36.3K | Buy |
+77
| New | +$36.3K | ﹤0.01% | 6273 |
|
|
2024
Q2 | – | Hold |
0
| – | -$505 | – | 8817 |
|
|
2024
Q1 | – | Hold |
0
| – | -$15.4K | – | 7338 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6051 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.5K | – | 8467 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7624 |
|
|
2021
Q4 | – | Hold |
0
| – | -$21K | – | 9435 |
|
|
2021
Q3 | – | Hold |
0
| – | -$9K | – | 5982 |
|
|
2021
Q2 | – | Hold |
0
| – | -$2K | – | 7063 |
|
|
2021
Q1 | – | Hold |
0
| – | -$5K | – | 7608 |
|
|
2020
Q4 | – | Hold |
0
| – | -$258K | – | 6822 |
|
|
2020
Q3 | – | Hold |
0
| – | -$355K | – | 3837 |
|
|
2020
Q2 | – | Hold |
0
| – | -$198K | – | 3624 |
|
|
2020
Q1 | – | Hold |
0
| – | -$193K | – | 3903 |
|
|
2019
Q4 | – | Hold |
0
| – | -$185K | – | 4620 |
|
|
2019
Q3 | – | Hold |
0
| – | -$162K | – | 4418 |
|
|
2019
Q2 | – | Hold |
0
| – | -$134K | – | 4229 |
|
|
2019
Q1 | – | Hold |
0
| – | -$10K | – | 4100 |
|
|
2018
Q4 | – | Hold |
0
| – | -$7K | – | 6317 |
|
|
2018
Q3 | – | Hold |
0
| – | -$1K | – | 6424 |
|
|
2018
Q2 | – | Hold |
0
| – | -$16K | – | 6912 |
|
|
2018
Q1 | – | Hold |
0
| – | -$14K | – | 5696 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 5848 |
|
|
2017
Q3 | – | Hold |
0
| – | -$10K | – | 6916 |
|
|
2017
Q2 | – | Hold |
0
| – | -$16K | – | 5839 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 5397 |
|
|
2016
Q4 | – | Hold |
0
| – | -$6K | – | 6915 |
|
|
2016
Q3 | – | Hold |
0
| – | -$2K | – | 6138 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 6529 |
|
|
2016
Q1 | – | Hold |
0
| – | -$5K | – | 6885 |
|
|
2015
Q4 | – | Hold |
0
| – | -$3K | – | 6329 |
|
|
2015
Q3 | – | Hold |
0
| – | -$7K | – | 6479 |
|
|
2015
Q2 | – | Hold |
0
| – | -$15K | – | 6161 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 5616 |
|