| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner
1 company
Steamboat Capital Partners, LLC last filed a Form 4 in November 2023, as 10% Owner at WHLR.
Historically, Steamboat Capital Partners, LLC's trades have earned a below-average insider score of 38/100 across 9 rated trades. Over a 12-month horizon, 22.2% of those trades were profitable, with an average 12-month return of -55.4%.
At the last filing, the largest reported position was 5,998 shares of WHLR. The WHLR filings lean toward selling, a net 231,892 shares.
Steamboat Capital Partners, LLC has 30 Form 4 filings on record from September 2021 to November 2023, all as 10% Owner at Wheeler Real Estate Investment Trust (WHLR), 2021–2023.
The 115 reported transactions were 98 open-market sales and 17 open-market purchases.
Counted by filing, the open-market trades come to 4 purchases worth about $82K and 2 sales worth about $118K.
The largest open-market purchase was 15,193 shares of WHLR at an average $1.72 on November 9, 2022, about $26K. Twelve months later WHLR was down 99%.
The largest open-market sale was 274,302 shares of WHLR at an average $0.32 on November 7, 2023, about $86K. Twelve months later WHLR was down 92%.
Neither of the two sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from November 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 7, 2023 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Sell | 274,302 | $0.32 | $86,432.56 | -97.9% | -35.9% | -92.4% | |
| Sep 7, 2023 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Sell | 4,109 | $7.60 | $31,245.66 | -100% | -94.2% | -98.7% | |
| Nov 29, 2022 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Buy | 6,458 | $1.88 | $12,150.61 | -111.3% | -14.8% | -97.2% | |
| Nov 22, 2022 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Buy | 9,617 | $1.82 | $17,532.52 | -106.1% | -15.7% | -99.0% | |
| Nov 14, 2022 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Buy | 15,251 | $1.71 | $26,026.54 | -102.7% | -23.8% | -98.7% | |
| Nov 9, 2022 | WHLR Wheeler Real Estate Investment Trust, Inc. | 10% Owner | Buy | 15,193 | $1.72 | $26,095.50 | -101.3% | +0.3% | -98.6% |