BC
WHLRD

BHR Capital’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

BHR Capital’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
2016
Q4 		– Sell
-14,000
Closed -$357K – 15
2016
Q3 		$357K Buy
+14,000
New +$353K 0.42% 16

Other funds holding WHLRD

OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

BHR Capital's WHLRD Position: Q4 2016 in Review

BHR Capital sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q4 2016, closing a stake of 14,000 shares — an estimated $357K sold.

BHR Capital first reported a position in WHLRD in Q3 2016 and held it in 1 quarter. The position peaked at $357K in Q3 2016. 10 funds tracked by Wall St. Rank hold WHLRD as of Q4 2016.

  • BHR Capital reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q4 2016 after selling out during the quarter.
  • BHR Capital sold 14,000 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q4 2016, an estimated $357K.
  • BHR Capital first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q3 2016 and held it in 1 quarter.
  • BHR Capital's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $357K in Q3 2016.
  • 10 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q4 2016.

Based on BHR Capital's 13F filing for Q4 2016, filed 14 Feb 2017.