Wolverine Asset Management’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Wolverine Asset Management’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
2018 Q2	–	Sell	-57,537	Closed	-$899K	–	1614
2018 Q1	$899K	Sell	57,537 -30,734	-35%	-$520K	0.01%	811
2017 Q4	$1.77M	Buy	88,271 +44,386	+101%	+$934K	0.02%	550
2017 Q3	$994K	Buy	43,885 +41,860	+2,067%	+$965K	0.01%	658
2017 Q2	$46K	Buy	+2,025	New	+$48.8K	﹤0.01%	1127

Other funds holding WHLRD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Resource America New York $40M AUM 20.54% 1-Year Est. Return

SPCP

Snow Park Capital Partners New York $3.17M AUM 3.35% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

LCM

LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return

Wolverine Asset Management's WHLRD Position: Q2 2018 in Review

Wolverine Asset Management sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q2 2018, closing a stake of 57,537 shares — an estimated $899K sold.

Wolverine Asset Management first reported a position in WHLRD in Q2 2017 and held it in 4 quarters. The position peaked at $1.77M in Q4 2017. 18 funds tracked by Wall St. Rank hold WHLRD as of Q2 2018.

Wolverine Asset Management reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q2 2018 after selling out during the quarter.
Wolverine Asset Management sold 57,537 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q2 2018, an estimated $899K.
Wolverine Asset Management first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q2 2017 and held it in 4 quarters.
Wolverine Asset Management's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $1.77M in Q4 2017.
18 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q2 2018.

Based on Wolverine Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.