Diligent Investors’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Diligent Investors’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
2019 Q4	–	Sell	-10,093	Closed	-$120K	–	226
2019 Q3	$120K	Hold	10,093	–	–	0.06%	206
2019 Q2	$140K	Sell	10,093 -100	-1%	-$1.39K	0.07%	209
2019 Q1	$133K	Hold	10,193	–	–	0.08%	190
2018 Q4	$79K	Sell	10,193 -50	-0.5%	-$808	0.05%	181
2018 Q3	$191K	Hold	10,243	–	–	0.1%	186
2018 Q2	$165K	Sell	10,243 -500	-5%	-$7.83K	0.1%	184
2018 Q1	$153K	Sell	10,743 -600	-5%	-$9.69K	0.09%	185
2017 Q4	$248K	Sell	11,343 -36,887	-76%	-$779K	0.16%	159
2017 Q3	$1.07M	Sell	48,230 -45	-0.1%	-$996	0.78%	35
2017 Q2	$1.09M	Sell	48,275 -1,400	-3%	-$32.3K	0.77%	40
2017 Q1	$1.19M	Sell	49,675 -1,200	-2%	-$28.3K	0.91%	30
2016 Q4	$1.12M	Buy	50,875 +840	+2%	+$18.2K	0.89%	32
2016 Q3	$1.07M	Buy	+50,035	New	+$1.07M	0.87%	34

Other funds holding WHLRP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

PA Capital Richmond, Virginia $142M AUM 46.45% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

KCM

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Diligent Investors's WHLRP Position: Q4 2019 in Review

Diligent Investors sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q4 2019, closing a stake of 10,093 shares — an estimated $120K sold.

Diligent Investors first reported a position in WHLRP in Q3 2016 and held it in 13 quarters. The position peaked at $1.19M in Q1 2017. 16 funds tracked by Wall St. Rank hold WHLRP as of Q4 2019.

Diligent Investors reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q4 2019 after selling out during the quarter.
Diligent Investors sold 10,093 Wheeler Real Estate Investment Trust Preferred Stock shares in Q4 2019, an estimated $120K.
Diligent Investors first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q3 2016 and held it in 13 quarters.
Diligent Investors's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $1.19M in Q1 2017.
16 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q4 2019.

Based on Diligent Investors's 13F filing for Q4 2019, filed 13 Jan 2020.