MF
WHLRD

Magnetar Financial’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Magnetar Financial’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
2023
Q3 		– Sell
-39,634
Closed -$495K – 591
2023
Q2 		$495K Buy
39,634
+23,195
+141% +$291K 0.01% 349
2023
Q1 		$206K Hold
16,439
– – ﹤0.01% 548
2022
Q4 		$211K Hold
16,439
– – ﹤0.01% 684
2022
Q3 		$191K Buy
+16,439
New +$212K ﹤0.01% 921
2022
Q2 		– Sell
-16,439
Closed -$231K – 1835
2022
Q1 		$237K Hold
16,439
– – ﹤0.01% 1030
2021
Q4 		$250K Buy
+16,439
New +$256K ﹤0.01% 1106

Other funds holding WHLRD

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $187M AUM 38.18% 1-Year Est. Return

Magnetar Financial's WHLRD Position: Q3 2023 in Review

Magnetar Financial sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q3 2023, closing a stake of 39,634 shares — an estimated $495K sold.

Magnetar Financial first reported a position in WHLRD in Q4 2021 and held it in 6 quarters. The position peaked at $495K in Q2 2023. 5 funds tracked by Wall St. Rank hold WHLRD as of Q3 2023.

  • Magnetar Financial reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q3 2023 after selling out during the quarter.
  • Magnetar Financial sold 39,634 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q3 2023, an estimated $495K.
  • Magnetar Financial first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q4 2021 and held it in 6 quarters.
  • Magnetar Financial's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $495K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q3 2023.

Based on Magnetar Financial's 13F filing for Q3 2023, filed 14 Nov 2023.