YMRC
WHLRD

Yorktown Management & Research Company’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

Yorktown Management & Research Company’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
2017
Q4 		– Sell
-17,372
Closed -$391K – 422
2017
Q3 		$391K Buy
+17,372
New +$401K 0.1% 134

Other funds holding WHLRD

OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
LCM
LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
SPCP
Snow Park Capital Partners New York $3.17M AUM 3.35% 1-Year Est. Return

Yorktown Management & Research Company's WHLRD Position: Q4 2017 in Review

Yorktown Management & Research Company sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q4 2017, closing a stake of 17,372 shares — an estimated $391K sold.

Yorktown Management & Research Company first reported a position in WHLRD in Q3 2017 and held it in 1 quarter. The position peaked at $391K in Q3 2017. 14 funds tracked by Wall St. Rank hold WHLRD as of Q4 2017.

  • Yorktown Management & Research Company reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q4 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 17,372 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q4 2017, an estimated $391K.
  • Yorktown Management & Research Company first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q3 2017 and held it in 1 quarter.
  • Yorktown Management & Research Company's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $391K in Q3 2017.
  • 14 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q4 2017.

Based on Yorktown Management & Research Company's 13F filing for Q4 2017, filed 13 Feb 2018.