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

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

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return