HR
WHLRD

Howe & Rusling’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Howe & Rusling’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
2022
Q2 		– Sell
-200
Closed -$3K – 1169
2022
Q1 		$3K Hold
200
– – ﹤0.01% 814
2021
Q4 		$3K Buy
+200
New +$3.11K ﹤0.01% 832

Other funds holding WHLRD

SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
AC
Apogem Capital New York $303K AUM 46.01% 1-Year Est. Return

Howe & Rusling's WHLRD Position: Q2 2022 in Review

Howe & Rusling sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q2 2022, closing a stake of 200 shares — an estimated $3K sold.

Howe & Rusling first reported a position in WHLRD in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 16 funds tracked by Wall St. Rank hold WHLRD as of Q2 2022.

  • Howe & Rusling reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q2 2022 after selling out during the quarter.
  • Howe & Rusling sold 200 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q2 2022, an estimated $3K.
  • Howe & Rusling first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q4 2021 and held it in 2 quarters.
  • Howe & Rusling's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $3K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q2 2022.

Based on Howe & Rusling's 13F filing for Q2 2022, filed 15 Aug 2022.