Wolverine Asset Management’s Wheeler Real Estate Investment Trust, Inc. Preferred Stock WHLRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+55,254
| New | +$219K | ﹤0.01% | 658 |
|
|
2025
Q1 | – | Sell |
-58,830
| Closed | -$180K | – | 1425 |
|
|
2024
Q4 | $180K | Buy |
+58,830
| New | +$180K | ﹤0.01% | 687 |
|
|
2024
Q2 | – | Sell |
-64,304
| Closed | -$104K | – | 1490 |
|
|
2024
Q1 | $104K | Buy |
64,304
+637
| +1% | +$1.03K | ﹤0.01% | 689 |
|
|
2023
Q4 | $82.8K | Hold |
63,667
| – | – | ﹤0.01% | 767 |
|
|
2023
Q3 | $95.5K | Hold |
63,667
| – | – | ﹤0.01% | 802 |
|
|
2023
Q2 | $102K | Hold |
63,667
| – | – | ﹤0.01% | 749 |
|
|
2023
Q1 | $102K | Hold |
63,667
| – | – | ﹤0.01% | 817 |
|
|
2022
Q4 | $96.8K | Buy |
63,667
+2,508
| +4% | +$3.81K | ﹤0.01% | 945 |
|
|
2022
Q3 | $140K | Buy |
61,159
+9,693
| +19% | +$22.2K | ﹤0.01% | 1056 |
|
|
2022
Q2 | $256K | Buy |
51,466
+9,263
| +22% | +$46.1K | ﹤0.01% | 905 |
|
|
2022
Q1 | $290K | Sell |
42,203
-5,010
| -11% | -$34.4K | ﹤0.01% | 901 |
|
|
2021
Q4 | $317K | Buy |
+47,213
| New | +$317K | ﹤0.01% | 879 |
|
|
2020
Q4 | – | Sell |
-33,925
| Closed | -$323K | – | 1639 |
|
|
2020
Q3 | $323K | Sell |
33,925
-394
| -1% | -$3.75K | ﹤0.01% | 626 |
|
|
2020
Q2 | $246K | Sell |
34,319
-5,395
| -14% | -$38.7K | ﹤0.01% | 657 |
|
|
2020
Q1 | $245K | Buy |
39,714
+6,769
| +21% | +$41.8K | ﹤0.01% | 667 |
|
|
2019
Q4 | $362K | Buy |
32,945
+9,130
| +38% | +$100K | ﹤0.01% | 629 |
|
|
2019
Q3 | $282K | Buy |
23,815
+9,751
| +69% | +$115K | ﹤0.01% | 677 |
|
|
2019
Q2 | $195K | Sell |
14,064
-9,963
| -41% | -$138K | ﹤0.01% | 727 |
|
|
2019
Q1 | $312K | Sell |
24,027
-11,075
| -32% | -$144K | ﹤0.01% | 668 |
|
|
2018
Q4 | $273K | Buy |
+35,102
| New | +$273K | ﹤0.01% | 778 |
|