Wells Fargo’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
| – | -$55 | – | 7521 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6803 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6974 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7224 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7247 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7103 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6973 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7470 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7593 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7914 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7887 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7592 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7512 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 7447 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 7086 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6982 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6899 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6876 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6136 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 6218 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 6188 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5881 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 6321 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 6603 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 6609 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 5661 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 5386 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 5572 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 6488 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 6241 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 6182 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 6126 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 6030 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 5440 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 6118 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 6485 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 6548 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 5820 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 6443 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 6372 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 6313 |
|
Other funds holding WHLR
SV
BP
TRCT
CTA
