Jon S. Wheeler is CEO & Chairman at Wheeler Real Estate Investment Trust, Inc. (WHLR). They have made 16 open-market trades across 2 companies since 2013, most recently 2017-08-25.
CIK 0001557239
16 open-market purchases totalling $3.0M since 2013, never a sale. Across 15 scored buys the stock is down 1.1% at ninety days, and 3.0 points behind the S&P over the same stretch.
15 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 27% | 27% | 27% |
| Avg Move | -14.7% | -1.7% | -1.1% |
| Alpha | -11.0% | -2.3% | -3.0% |
| Scored | 15 | 15 | 15 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| WHLR | BUY | 2017-08-25 | 2017-08-28 | $10.04 | $40K | +9.5% | +18.7% | +1.8% |
| WHLR | BUY | 2017-05-08 | 2017-05-09 | $11.86 | $51K | -22.6% | -20.8% | -10.2% |
| WHIR | BUY | 2017-03-24 | 2017-03-27 | $1.71 | $80K | N/A | N/A | N/A |
| WHLR | BUY | 2016-12-19 | 2016-12-20 | $1.63 | $50K | +1.2% | +2.4% | +3.6% |
| WHLR | BUY | 2016-12-08 | 2016-12-09 | $1.59 | $11K | +0.6% | +3.0% | +4.3% |
| WHLR | BUY | 2016-05-19 | 2016-05-20 | $1.50 | $56K | +2.7% | +2.0% | +15.3% |
| WHLR | BUY | 2015-06-17 | 2015-06-22 | $2.18 | $80K | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2015-06-16 | 2015-06-17 | $2.04 | $6K | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2014-08-29 | 2014-09-02 | $5.06 | $24K | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2014-08-21 | 2014-08-22 | $5.10 | $102K | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2013-12-31 | 2014-01-02 | $4.18 | $982K | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2013-12-13 | 2013-12-13 | $4.32 | $8K | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2013-12-12 | 2013-12-12 | $4.24 | $17K | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2013-12-02 | 2013-12-02 | $4.20 | $1.4M | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2013-11-18 | 2013-11-19 | $4.00 | $25K | -21.2% | -3.1% | -3.1% |
| WHLR | BUY | 2013-08-26 | 2013-08-26 | $4.30 | $9K | -21.2% | -3.1% | -3.1% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.