LDR Capital Management’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

LDR Capital Management’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 Q4	–	Sell	-86,437	Closed	-$1.61M	–	19
2018 Q3	$1.61M	Buy	86,437 +23	+0%	+$422	1.31%	19
2018 Q2	$1.39M	Sell	86,414 -660	-0.8%	-$10.3K	1.19%	21
2018 Q1	$1.25M	Sell	87,074 -76,148	-47%	-$1.23M	1.44%	20
2017 Q4	$3.51M	Buy	+163,222	New	+$3.44M	3.14%	16

Other funds holding WHLRP

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

EVC

Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LDR Capital Management's WHLRP Position: Q4 2018 in Review

LDR Capital Management sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q4 2018, closing a stake of 86,437 shares — an estimated $1.61M sold.

LDR Capital Management first reported a position in WHLRP in Q4 2017 and held it in 4 quarters. The position peaked at $3.51M in Q4 2017. 16 funds tracked by Wall St. Rank hold WHLRP as of Q4 2018.

LDR Capital Management reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q4 2018 after selling out during the quarter.
LDR Capital Management sold 86,437 Wheeler Real Estate Investment Trust Preferred Stock shares in Q4 2018, an estimated $1.61M.
LDR Capital Management first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q4 2017 and held it in 4 quarters.
LDR Capital Management's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $3.51M in Q4 2017.
16 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q4 2018.

Based on LDR Capital Management's 13F filing for Q4 2018, filed 28 Jan 2019.