CCM
WHLRD

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

Chilton Capital Management’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
Q3 		– Sell
-1,000
Closed -$12.5K – 545
2023
Q2 		$12.5K Hold
1,000
– – ﹤0.01% 433
2023
Q1 		$12.6K Buy
+1,000
New +$12.6K ﹤0.01% 445
2022
Q3 		– Sell
-8,200
Closed -$109K – 621
2022
Q2 		$109K Buy
+8,200
New +$115K 0.01% 259
2022
Q1 		– Sell
-8,200
Closed -$125K – 616
2021
Q4 		$125K Buy
+8,200
New +$128K 0.01% 258

Other funds holding WHLRD

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return

Chilton Capital Management's WHLRD Position: Q3 2023 in Review

Chilton Capital Management sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q3 2023, closing a stake of 1,000 shares — an estimated $12.5K sold.

Chilton Capital Management first reported a position in WHLRD in Q4 2021 and held it in 4 quarters. The position peaked at $125K in Q4 2021. 5 funds tracked by Wall St. Rank hold WHLRD as of Q3 2023.

  • Chilton Capital Management reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q3 2023 after selling out during the quarter.
  • Chilton Capital Management sold 1,000 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q3 2023, an estimated $12.5K.
  • Chilton Capital Management first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q4 2021 and held it in 4 quarters.
  • Chilton Capital Management's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $125K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q3 2023.

Based on Chilton Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.