YMRC
WHLRP

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

Yorktown Management & Research Company’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
2016
Q3 		– Sell
-50,000
Closed -$77K – 331
2016
Q2 		$77K Buy
+50,000
New +$1.03M 0.02% 304

Other funds holding WHLRP

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Yorktown Management & Research Company's WHLRP Position: Q3 2016 in Review

Yorktown Management & Research Company sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q3 2016, closing a stake of 50,000 shares — an estimated $77K sold.

Yorktown Management & Research Company first reported a position in WHLRP in Q2 2016 and held it in 1 quarter. The position peaked at $77K in Q2 2016. 9 funds tracked by Wall St. Rank hold WHLRP as of Q3 2016.

  • Yorktown Management & Research Company reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q3 2016 after selling out during the quarter.
  • Yorktown Management & Research Company sold 50,000 Wheeler Real Estate Investment Trust Preferred Stock shares in Q3 2016, an estimated $77K.
  • Yorktown Management & Research Company first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q2 2016 and held it in 1 quarter.
  • Yorktown Management & Research Company's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $77K in Q2 2016.
  • 9 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q3 2016.

Based on Yorktown Management & Research Company's 13F filing for Q3 2016, filed 31 Oct 2016.