Rational Advisors’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Rational Advisors’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 Q2	–	Sell	-5,900	Closed	-$83K	–	591
2019 Q1	$83K	Hold	5,900	–	–	0.02%	279
2018 Q4	$57K	Sell	5,900 -5,200	-47%	-$92K	0.02%	273
2018 Q3	$233K	Sell	11,100 -10,000	-47%	-$205K	0.06%	188
2018 Q2	$392K	Sell	21,100 -500	-2%	-$8.47K	0.18%	149
2018 Q1	$338K	Buy	+21,600	New	+$366K	0.16%	173

Other funds holding WHLRD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

PA Capital Richmond, Virginia $142M AUM 46.45% 1-Year Est. Return

Rational Advisors's WHLRD Position: Q2 2019 in Review

Rational Advisors sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q2 2019, closing a stake of 5,900 shares — an estimated $83K sold.

Rational Advisors first reported a position in WHLRD in Q1 2018 and held it in 5 quarters. The position peaked at $392K in Q2 2018. 16 funds tracked by Wall St. Rank hold WHLRD as of Q2 2019.

Rational Advisors reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q2 2019 after selling out during the quarter.
Rational Advisors sold 5,900 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q2 2019, an estimated $83K.
Rational Advisors first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q1 2018 and held it in 5 quarters.
Rational Advisors's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $392K in Q2 2018.
16 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q2 2019.

Based on Rational Advisors's 13F filing for Q2 2019, filed 8 Aug 2019.