JY
WHLRD

Jeff Yass’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Jeff Yass’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
Q3 		– Sell
-13,509
Closed -$203K – 10922
2019
Q2 		$203K Buy
+13,509
New +$196K ﹤0.01% 9098

Other funds holding WHLRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
PC
PA Capital Richmond, Virginia $142M AUM 46.45% 1-Year Est. Return

Jeff Yass's WHLRD Position: Q3 2019 in Review

Jeff Yass sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q3 2019, closing a stake of 13,509 shares — an estimated $203K sold.

Jeff Yass first reported a position in WHLRD in Q2 2019 and held it in 1 quarter. The position peaked at $203K in Q2 2019. 15 funds tracked by Wall St. Rank hold WHLRD as of Q3 2019.

  • Jeff Yass reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q3 2019 after selling out during the quarter.
  • Jeff Yass sold 13,509 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q3 2019, an estimated $203K.
  • Jeff Yass first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q2 2019 and held it in 1 quarter.
  • Jeff Yass's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $203K in Q2 2019.
  • 15 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q3 2019.

Based on Susquehanna International Group's 13F filing for Q3 2019, filed 14 Nov 2019.