Morgan Stanley’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Morgan Stanley’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
2022 Q1	–	Sell	-322	Closed	-$2K	–	8134
2021 Q4	$2K	Buy	+322	New	+$2.55K	﹤0.01%	7807
2020 Q4	–	Sell	-79,642	Closed	-$782K	–	7123
2020 Q3	$782K	Hold	79,642	–	–	﹤0.01%	4379
2020 Q2	$573K	Hold	79,642	–	–	﹤0.01%	4526
2020 Q1	$511K	Hold	79,642	–	–	﹤0.01%	4354
2019 Q4	$865K	Buy	+79,642	New	+$947K	﹤0.01%	4616
2019 Q1	–	Sell	-1,800	Closed	-$14K	–	6718
2018 Q4	$14K	Hold	1,800	–	–	﹤0.01%	6094
2018 Q3	$33K	Hold	1,800	–	–	﹤0.01%	5999
2018 Q2	$28K	Hold	1,800	–	–	﹤0.01%	6066
2018 Q1	$26K	Buy	+1,800	New	+$29.1K	﹤0.01%	6074
2016 Q3	–	Sell	-4,200	Closed	-$88K	–	6572
2016 Q2	$88K	Sell	4,200 -400	-9%	-$8.23K	﹤0.01%	5295
2016 Q1	$91K	Hold	4,600	–	–	﹤0.01%	5359
2015 Q4	$104K	Buy	+4,600	New	+$106K	﹤0.01%	5385

Other funds holding WHLRP

SCP

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

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

CCP

Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return

WAM

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

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's WHLRP Position: Q1 2022 in Review

Morgan Stanley sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q1 2022, closing a stake of 322 shares — an estimated $2K sold.

Morgan Stanley first reported a position in WHLRP in Q4 2015 and held it in 12 quarters. The position peaked at $865K in Q4 2019. 9 funds tracked by Wall St. Rank hold WHLRP as of Q1 2022.

Morgan Stanley reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q1 2022 after selling out during the quarter.
Morgan Stanley sold 322 Wheeler Real Estate Investment Trust Preferred Stock shares in Q1 2022, an estimated $2K.
Morgan Stanley first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q4 2015 and held it in 12 quarters.
Morgan Stanley's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $865K in Q4 2019.
9 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2022.

Based on Morgan Stanley's 13F filing for Q1 2022, filed 13 May 2022.