PA
WHLRP

PSI Advisors’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

PSI Advisors’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
2020
Q1 		– Sell
-355
Closed -$3K – 606
2019
Q4 		$3K Buy
+355
New +$4.22K ﹤0.01% 601

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PC
PA Capital Richmond, Virginia $142M AUM 46.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PSI Advisors's WHLRP Position: Q1 2020 in Review

PSI Advisors sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q1 2020, closing a stake of 355 shares — an estimated $3K sold.

PSI Advisors first reported a position in WHLRP in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 15 funds tracked by Wall St. Rank hold WHLRP as of Q1 2020.

  • PSI Advisors reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q1 2020 after selling out during the quarter.
  • PSI Advisors sold 355 Wheeler Real Estate Investment Trust Preferred Stock shares in Q1 2020, an estimated $3K.
  • PSI Advisors first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q4 2019 and held it in 1 quarter.
  • PSI Advisors's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $3K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2020.

Based on PSI Advisors's 13F filing for Q1 2020, filed 15 May 2020.