Creative Planning’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Creative Planning’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
2020 Q4	–	Sell	-18,700	Closed	-$179K	–	2476
2020 Q3	$179K	Hold	18,700	–	–	﹤0.01%	1705
2020 Q2	$129K	Hold	18,700	–	–	﹤0.01%	1621
2020 Q1	$115K	Hold	18,700	–	–	﹤0.01%	1501
2019 Q4	$206K	Hold	18,700	–	–	﹤0.01%	1619
2019 Q3	$222K	Hold	18,700	–	–	﹤0.01%	1544
2019 Q2	$260K	Hold	18,700	–	–	﹤0.01%	1461
2019 Q1	$243K	Hold	18,700	–	–	﹤0.01%	1460
2018 Q4	$145K	Hold	18,700	–	–	﹤0.01%	1572
2018 Q3	$349K	Hold	18,700	–	–	﹤0.01%	1304
2018 Q2	$301K	Hold	18,700	–	–	﹤0.01%	1376
2018 Q1	$266K	Sell	18,700 -2,919	-14%	-$47.1K	﹤0.01%	1419
2017 Q4	$473K	Hold	21,619	–	–	﹤0.01%	1110
2017 Q3	$480K	Hold	21,619	–	–	﹤0.01%	1074
2017 Q2	$486K	Hold	21,619	–	–	﹤0.01%	1025
2017 Q1	$516K	Buy	21,619 +400	+2%	+$9.44K	﹤0.01%	972
2016 Q4	$470K	Hold	21,219	–	–	﹤0.01%	953
2016 Q3	$458K	Hold	21,219	–	–	﹤0.01%	939
2016 Q2	$446K	Hold	21,219	–	–	﹤0.01%	835
2016 Q1	$419K	Buy	+21,219	New	+$417K	﹤0.01%	826

Other funds holding WHLRP

SCP

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Creative Planning's WHLRP Position: Q4 2020 in Review

Creative Planning sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q4 2020, closing a stake of 18,700 shares — an estimated $179K sold.

Creative Planning first reported a position in WHLRP in Q1 2016 and held it in 19 quarters. The position peaked at $516K in Q1 2017. 4 funds tracked by Wall St. Rank hold WHLRP as of Q4 2020.

Creative Planning reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q4 2020 after selling out during the quarter.
Creative Planning sold 18,700 Wheeler Real Estate Investment Trust Preferred Stock shares in Q4 2020, an estimated $179K.
Creative Planning first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q1 2016 and held it in 19 quarters.
Creative Planning's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $516K in Q1 2017.
4 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.