HCMT
WHLRD

Highland Capital Management (Texas)’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Highland Capital Management (Texas)’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
2018
Q2 		– Sell
-25,589
Closed -$400K – 374
2018
Q1 		$400K Buy
+25,589
New +$433K 0.02% 254

Other funds holding WHLRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
SPCP
Snow Park Capital Partners New York $3.17M AUM 3.35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
LCM
LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return

Highland Capital Management (Texas)'s WHLRD Position: Q2 2018 in Review

Highland Capital Management (Texas) sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q2 2018, closing a stake of 25,589 shares — an estimated $400K sold.

Highland Capital Management (Texas) first reported a position in WHLRD in Q1 2018 and held it in 1 quarter. The position peaked at $400K in Q1 2018. 18 funds tracked by Wall St. Rank hold WHLRD as of Q2 2018.

  • Highland Capital Management (Texas) reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q2 2018 after selling out during the quarter.
  • Highland Capital Management (Texas) sold 25,589 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q2 2018, an estimated $400K.
  • Highland Capital Management (Texas) first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q1 2018 and held it in 1 quarter.
  • Highland Capital Management (Texas)'s Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $400K in Q1 2018.
  • 18 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q2 2018.

Based on Highland Capital Management (Texas)'s 13F filing for Q2 2018, filed 14 Aug 2018.