TRCT
WHLRP

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

Tower Research Capital (TRC)’s Portfolio WHLRP Stock Details WHLRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-228
Closed – – 6331
2022
Q4 		$0 Buy
228
+137
+151% +$332 ﹤0.01% 6433
2022
Q3 		$0 Buy
+91
New +$375 ﹤0.01% 6540
2020
Q2 		– Sell
-75
Closed – – 5028
2020
Q1 		$0 Buy
+75
New +$761 ﹤0.01% 3988
2019
Q4 		– Sell
-162
Closed -$2K – 4454
2019
Q3 		$2K Buy
+162
New +$2.18K ﹤0.01% 3751
2017
Q3 		– Sell
-100
Closed -$2K – 4180
2017
Q2 		$2K Hold
100
– – ﹤0.01% 2375
2017
Q1 		$2K Buy
100
+80
+400% +$1.89K ﹤0.01% 2675
2016
Q4 		$0 Sell
20
-209
-91% -$4.52K ﹤0.01% 4463
2016
Q3 		$5K Buy
+229
New +$4.9K ﹤0.01% 2585
2016
Q2 		– Sell
-638
Closed -$13K – 5046
2016
Q1 		$13K Buy
638
+413
+184% +$8.12K ﹤0.01% 1719
2015
Q4 		$5K Buy
225
+23
+11% +$529 ﹤0.01% 3032
2015
Q3 		$5K Sell
202
-498
-71% -$11.6K ﹤0.01% 2831
2015
Q2 		$17K Buy
+700
New +$17.1K ﹤0.01% 2255
2014
Q3 		– Sell
-10
Closed – – 4948
2014
Q2 		$0 Buy
+10
New +$251 ﹤0.01% 4700

Other funds holding WHLRP

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tower Research Capital (TRC)'s WHLRP Position: Q1 2023 in Review

Tower Research Capital (TRC) sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q1 2023, closing a stake of 228 shares.

Tower Research Capital (TRC) first reported a position in WHLRP in Q2 2014 and held it in 13 quarters. The position peaked at $17K in Q2 2015. 10 funds tracked by Wall St. Rank hold WHLRP as of Q1 2023.

  • Tower Research Capital (TRC) reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q1 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 228 Wheeler Real Estate Investment Trust Preferred Stock shares in Q1 2023.
  • Tower Research Capital (TRC) first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q2 2014 and held it in 13 quarters.
  • Tower Research Capital (TRC)'s Wheeler Real Estate Investment Trust Preferred Stock position peaked at $17K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2023, filed 9 May 2023.