SSG
WHLRD

Summit Securities Group’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Summit Securities Group’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
2023
Q1 		– Sell
-1,086
Closed -$14K – 1343
2022
Q4 		$14K Buy
+1,086
New +$12.6K ﹤0.01% 980

Other funds holding WHLRD

SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $187M AUM 38.18% 1-Year Est. Return
BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Summit Securities Group's WHLRD Position: Q1 2023 in Review

Summit Securities Group sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q1 2023, closing a stake of 1,086 shares — an estimated $14K sold.

Summit Securities Group first reported a position in WHLRD in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 13 funds tracked by Wall St. Rank hold WHLRD as of Q1 2023.

  • Summit Securities Group reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 1,086 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q1 2023, an estimated $14K.
  • Summit Securities Group first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $14K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.