Geode Capital Management
WHLRD

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

Geode 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
2019
Q4 		– Hold
0
– – – 3079
2019
Q3 		– Hold
0
– – – 3043
2019
Q2 		– Hold
0
– – – 3046
2019
Q1 		– Hold
0
– – – 2685
2018
Q4 		– Hold
0
– – – 2803
2018
Q3 		– Hold
0
– – – 2815
2018
Q2 		– Hold
0
– – – 2619
2018
Q1 		– Hold
0
– – – 2650

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SCP
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NAM
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RA
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BA
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KCM
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SV
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BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
PC
PA Capital Richmond, Virginia $142M AUM 46.45% 1-Year Est. Return