TRCT
WHLRD

Tower Research Capital (TRC)’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Tower Research Capital (TRC)’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
Q3 		– Sell
-1
Closed -$12 – 6277
2023
Q2 		$12 Buy
+1
New +$13 ﹤0.01% 5944
2020
Q4 		– Sell
-205
Closed -$3K – 5439
2020
Q3 		$3K Sell
205
-395
-66% -$5.43K ﹤0.01% 4533
2020
Q2 		$7K Buy
+600
New +$5.78K ﹤0.01% 4174
2017
Q4 		– Sell
-22
Closed – – 4075
2017
Q3 		$0 Buy
+22
New +$507 ﹤0.01% 4179

Other funds holding WHLRD

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return

Tower Research Capital (TRC)'s WHLRD Position: Q3 2023 in Review

Tower Research Capital (TRC) sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q3 2023, closing a stake of 1 share — an estimated $12 sold.

Tower Research Capital (TRC) first reported a position in WHLRD in Q3 2017 and held it in 4 quarters. The position peaked at $7K in Q2 2020. 5 funds tracked by Wall St. Rank hold WHLRD as of Q3 2023.

  • Tower Research Capital (TRC) reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q3 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 1 Wheeler Real Estate Investment Trust Series D Preferred Stock share in Q3 2023, an estimated $12.
  • Tower Research Capital (TRC) first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q3 2017 and held it in 4 quarters.
  • Tower Research Capital (TRC)'s Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $7K in Q2 2020.
  • 5 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q3 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q3 2023, filed 14 Nov 2023.