Goldman Sachs
WHLRD

Goldman Sachs’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Goldman Sachs’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
2017
Q3 		– Sell
-8,800
Closed -$203K – 6878
2017
Q2 		$203K Buy
+8,800
New +$212K ﹤0.01% 5795

Other funds holding WHLRD

OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs's WHLRD Position: Q3 2017 in Review

Goldman Sachs sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q3 2017, closing a stake of 8,800 shares — an estimated $203K sold.

Goldman Sachs first reported a position in WHLRD in Q2 2017 and held it in 1 quarter. The position peaked at $203K in Q2 2017. 12 funds tracked by Wall St. Rank hold WHLRD as of Q3 2017.

  • Goldman Sachs reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q3 2017 after selling out during the quarter.
  • Goldman Sachs sold 8,800 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q3 2017, an estimated $203K.
  • Goldman Sachs first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q2 2017 and held it in 1 quarter.
  • Goldman Sachs's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $203K in Q2 2017.
  • 12 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q3 2017.

Based on Goldman Sachs's 13F filing for Q3 2017, filed 14 Nov 2017.