Wheeler Real Estate Investment Trust, Inc. - CV PFD SER B (WHLRP)

Historical Portfolio Holders from Q2 2014 to Q1 2024

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Period	Shares, Excl. Options	Value, Excl. Options	Change	Price	Investors
2024 Q1	1.25 M	$2.05 M	-$22.3 K	$1.62	8
2023 Q4	1.27 M	$1.65 M	+$4.3 K	$1.30	10
2023 Q3	1.27 M	$1.9 M	-$353 K	$1.50	10
2023 Q2	1.49 M	$2.38 M	-$260	$1.60	11
2023 Q1	1.49 M	$2.4 M	+$1.29 M	$1.61	10
2022 Q4	682 K	$1.04 M	+$238 K	$1.52	10
2022 Q3	524 K	$1.21 M	-$1.68 M	$2.30	10
2022 Q2	852 K	$4.28 M	+$1.96 M	$4.98	11
2022 Q1	437 K	$3.01 M	+$63.6 K	$6.87	7
2021 Q4	455 K	$3.06 M	+$2.74 M	$6.72	9
2021 Q3	29.9 K	$320 K	-$621 K	$10.37	2
2021 Q2	87.7 K	$1.32 M	-$1.76 M	$15.28	2
2021 Q1	205 K	$2.26 M	-$5.68 M	$11.06	2
2020 Q4	634 K	$8.24 M	-$2.31 M	$13.00	4
2020 Q3	911 K	$8.77 M	+$196 K	$9.55	12
2020 Q2	912 K	$6.54 M	-$208 K	$7.11	14
2020 Q1	914 K	$5.71 M	+$259 K	$6.17	13
2019 Q4	901 K	$9.89 M	+$1.04 M	$10.99	15
2019 Q3	803 K	$9.53 M	+$296 K	$11.88	17
2019 Q2	752 K	$10.4 M	+$1.51 M	$13.89	14
2019 Q1	647 K	$8.35 M	-$93.7 K	$13.00	16
2018 Q4	662 K	$5.15 M	-$1.71 M	$7.77	14
2018 Q3	759 K	$14.1 M	-$325 K	$18.65	16
2018 Q2	747 K	$12 M	-$1.6 M	$16.07	9
2018 Q1	886 K	$12.7 M	-$727 K	$14.23	12
2017 Q4	936 K	$20.1 M	-$109 K	$21.75	10
2017 Q3	754 K	$16.7 M	-$182 K	$22.20	8
2017 Q2	762 K	$17.1 M	+$175 K	$22.44	10
2017 Q1	754 K	$18.2 M	+$54.7 K	$23.93	10
2016 Q4	752 K	$16.6 M	-$173 K	$22.14	9
2016 Q3	760 K	$16.3 M	+$15 M	$21.57	9
2016 Q2	64.2 K	$1.34 M	-$338 K	$20.83	5
2016 Q1	80.6 K	$1.54 M	-$1.96 M	$19.75	6
2015 Q4	165 K	$3.72 M	-$419 K	$22.53	6
2015 Q3	184 K	$4.26 M	-$9.23 M	$23.25	5
2015 Q2	574 K	$13.8 M	+$9.26 M	$23.93	10
2015 Q1	189 K	$4.52 M	+$2.47 M	$23.89	8
2014 Q4	86.2 K	$1.92 M	+$301 K	$22.25	4
2014 Q3	95.8 K	$2.27 M	+$1.61 M	$23.70	6
2014 Q2	27.6 K	$694 K	+$694 K	$25.00	4