Ownership history in Stilwell Value LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Stilwell Value LLC reported a position in WHEELER REAL ESTATE INVT TR (WHLRL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Stilwell Value LLC outperformed the S&P 500 by +36.9% annually on this WHLRL position. Timing score: 75% (6/8 decisions correct). Average cost basis: $35.71. Maximum drawdown during holding period: β52.3%.
π₯ Exceptional β beat the S&P 500 by 36.9% per year on this position.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 8 add/trim decisions correct
Best entry: $35.00 (2023 Q1) Β· Worst: $148.50 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 3 trims. Bought during 1 of 5 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 39.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size