SCA
WHLRD

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

Stieven Capital 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
2017
Q1 		– Sell
-55,000
Closed -$1.29M – 72
2016
Q4 		$1.29M Sell
55,000
-5,000
-8% -$122K 0.25% 66
2016
Q3 		$1.53M Buy
+60,000
New +$1.51M 0.37% 62

Other funds holding WHLRD

OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stieven Capital Advisors's WHLRD Position: Q1 2017 in Review

Stieven Capital Advisors sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q1 2017, closing a stake of 55,000 shares — an estimated $1.29M sold.

Stieven Capital Advisors first reported a position in WHLRD in Q3 2016 and held it in 2 quarters. The position peaked at $1.53M in Q3 2016. 10 funds tracked by Wall St. Rank hold WHLRD as of Q1 2017.

  • Stieven Capital Advisors reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q1 2017 after selling out during the quarter.
  • Stieven Capital Advisors sold 55,000 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q1 2017, an estimated $1.29M.
  • Stieven Capital Advisors first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q3 2016 and held it in 2 quarters.
  • Stieven Capital Advisors's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $1.53M in Q3 2016.
  • 10 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q1 2017.

Based on Stieven Capital Advisors's 13F filing for Q1 2017, filed 10 May 2017.