Wheeler Real Estate Invt Tr cv pfd ser b shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Wheeler Real Estate Invt Tr cv pfd ser b (WHLRP) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Wheeler Real Estate Invt Tr cv pfd ser b
Tip: Access up to 7 years of quarterly data
All positions including Wheeler Real Estate Invt Tr cv pfd ser b held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wheeler Real Estate Invt Tr cv pfd ser b by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9k | 460 | 4.18 |
| 2025-06-30 | $610 | 200 | 3.05 |
| 2024-12-31 | $610 | 200 | 3.05 |
| 2024-03-31 | $32k | 20k | 1.62 |
| 2023-12-31 | $26k | 20k | 1.30 |
| 2023-09-30 | $30k | 20k | 1.50 |
| 2023-06-30 | $33k | 20k | 1.60 |
| 2023-03-31 | $33k | 21k | 1.61 |
| 2022-12-31 | $32k | 21k | 1.54 |
| 2022-09-30 | $50k | 22k | 2.31 |
| 2022-06-30 | $124k | 23k | 5.33 |
| 2022-03-31 | $5.0k | 750 | 6.67 |
| 2021-12-31 | $183k | 27k | 6.67 |
| 2020-09-30 | $259k | 27k | 9.53 |
| 2020-06-30 | $187k | 27k | 6.88 |
| 2020-03-31 | $187k | 28k | 6.67 |
Top funds holding Wheeler Real Estate Invt Tr cv pfd ser b
View all funds holding Wheeler Real Estate Invt Tr cv pfd ser b