AC
WHLRP

Almitas Capital’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Almitas Capital’s Portfolio WHLRP Stock Details WHLRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,483
Closed -$4K – 139
2022
Q3 		$4K Hold
1,483
– – ﹤0.01% 81
2022
Q2 		$7K Buy
+1,483
New +$8.32K ﹤0.01% 106

Other funds holding WHLRP

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Almitas Capital's WHLRP Position: Q4 2022 in Review

Almitas Capital sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q4 2022, closing a stake of 1,483 shares — an estimated $4K sold.

Almitas Capital first reported a position in WHLRP in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 11 funds tracked by Wall St. Rank hold WHLRP as of Q4 2022.

  • Almitas Capital reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q4 2022 after selling out during the quarter.
  • Almitas Capital sold 1,483 Wheeler Real Estate Investment Trust Preferred Stock shares in Q4 2022, an estimated $4K.
  • Almitas Capital first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q2 2022 and held it in 2 quarters.
  • Almitas Capital's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $7K in Q2 2022.
  • 11 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q4 2022.

Based on Almitas Capital's 13F filing for Q4 2022, filed 14 Feb 2023.