IAA
WHLRP

Independent Advisor Alliance’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Independent Advisor Alliance’s Portfolio WHLRP Stock Details WHLRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-41,491
Closed -$569K – 385
2018
Q1 		$569K Buy
41,491
+12,391
+43% +$200K 0.13% 174
2017
Q4 		$546K Buy
+29,100
New +$614K 0.12% 174

Other funds holding WHLRP

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
LCM
LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Independent Advisor Alliance's WHLRP Position: Q2 2018 in Review

Independent Advisor Alliance sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q2 2018, closing a stake of 41,491 shares — an estimated $569K sold.

Independent Advisor Alliance first reported a position in WHLRP in Q4 2017 and held it in 2 quarters. The position peaked at $569K in Q1 2018. 11 funds tracked by Wall St. Rank hold WHLRP as of Q2 2018.

  • Independent Advisor Alliance reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q2 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 41,491 Wheeler Real Estate Investment Trust Preferred Stock shares in Q2 2018, an estimated $569K.
  • Independent Advisor Alliance first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q4 2017 and held it in 2 quarters.
  • Independent Advisor Alliance's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $569K in Q1 2018.
  • 11 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q2 2018.

Based on Independent Advisor Alliance's 13F filing for Q2 2018, filed 8 Aug 2018.