Vanguard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$2.27K | – | 4444 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4444 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4492 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4430 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4346 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4223 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4181 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4300 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4179 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4321 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4411 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4279 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4054 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3989 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3887 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3682 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3763 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3795 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3806 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3836 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3864 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3885 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3942 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3604 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 3582 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 3584 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 3242 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 3081 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 3032 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2882 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 3064 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2974 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 2990 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 3084 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 3380 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 3449 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 4001 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 3950 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 3756 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 3693 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 3652 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 3639 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 3643 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 3592 |
|
Other funds holding WHLR
SV
BP
TRCT
CTA
