Forward Management’s Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock WHLRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-50,000
Closed -$483K 48
2018
Q4
$483K Sell
50,000
-50,000
-50% -$483K 0.15% 40
2018
Q3
$2.1M Hold
100,000
0.36% 31
2018
Q2
$1.86M Sell
100,000
-50,000
-33% -$928K 0.31% 37
2018
Q1
$2.35M Sell
150,000
-50,000
-25% -$782K 0.34% 40
2017
Q4
$4.02M Hold
200,000
0.45% 34
2017
Q3
$4.5M Hold
200,000
0.5% 36
2017
Q2
$4.61M Hold
200,000
0.39% 39
2017
Q1
$5.2M Hold
200,000
0.44% 36
2016
Q4
$4.7M Hold
200,000
0.33% 62
2016
Q3
$5.1M Buy
+200,000
New +$5.1M 0.39% 40