Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SCP
Steamboat Capital Partners’s
Wheeler Real Estate Investment Trust
WHLR
Stock Holding History
Steamboat Capital Partners’s Portfolio
WHLR Stock Details
WHLR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Hold
0
–
-$29.7K
–
44
2023
Q2
–
Hold
0
–
–
–
43
2023
Q1
–
Hold
0
–
–
–
39
2022
Q4
–
Hold
0
–
–
–
29
Other funds holding WHLR
SV
Stilwell Value
New York
$174M AUM
15.49%
1-Year Est. Return
Renaissance Technologies
New York
$72.6B AUM
54.88%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Chilton Capital Management
Houston, Texas
$3.17B AUM
32.56%
1-Year Est. Return
Tower Research Capital (TRC)
New York
$4.08B AUM
58.77%
1-Year Est. Return
JP Morgan Chase
New York
$1.81T AUM
41.13%
1-Year Est. Return
Nisa Investment Advisors
St. Louis, Missouri
$32B AUM
32.86%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$85.1B AUM
27.35%
1-Year Est. Return
CTA
Colonial Trust Advisors
Spartanburg, South Carolina
$1.44B AUM
26.89%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close