Bandera Partners’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Bandera Partners’s Portfolio WHLRD Stock Details WHLRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-153,003	Closed	-$1.61M	–	20
2023 Q3	$1.61M	Hold	153,003	–	–	0.58%	17
2023 Q2	$1.91M	Hold	153,003	–	–	0.81%	17
2023 Q1	$1.92M	Buy	153,003 +118	+0.1%	+$1.49K	0.79%	15
2022 Q4	$1.96M	Buy	+152,885	New	+$1.77M	0.93%	13

Other funds holding WHLRD

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Bandera Partners's WHLRD Position: Q4 2023 in Review

Bandera Partners sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q4 2023, closing a stake of 153,003 shares — an estimated $1.61M sold.

Bandera Partners first reported a position in WHLRD in Q4 2022 and held it in 4 quarters. The position peaked at $1.96M in Q4 2022. 2 funds tracked by Wall St. Rank hold WHLRD as of Q4 2023.

Bandera Partners reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q4 2023 after selling out during the quarter.
Bandera Partners sold 153,003 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q4 2023, an estimated $1.61M.
Bandera Partners first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q4 2022 and held it in 4 quarters.
Bandera Partners's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $1.96M in Q4 2022.
2 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q4 2023.

Based on Bandera Partners's 13F filing for Q4 2023, filed 13 Feb 2024.