Andrew R. Jones

WHLR

DIRECTOR · WHEELER REAL ESTATE INVESTMENT TRUST, INC. · CIK 0001392977

FILING MIX · LIFETIME0%/100%

BUYS

SELLS

TOTAL VALUE

$1.08M

COMPANIES

ACTIVE SINCE

Dec 2019

HOLDINGS NOW

AVG SELL PX

$2.59

Trades · vs SPY

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Performance · forward returns vs SPY

15 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Andrew R. Jones, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	15	+0.00%	+15.48%	+2.53%	+12.95%	+7.33%	—
14d	15	+0.00%	+15.95%	+2.42%	+13.53%	+9.53%	—
30d	15	+0.00%	+23.52%	+3.04%	+20.48%	+21.01%	—
60d	15	+6.67%	+19.14%	+6.21%	+12.93%	+16.38%	—
90d	15	+6.67%	+68.30%	+11.23%	+57.07%	+47.39%	—
180d	15	+53.33%	+42.48%	+15.71%	+26.77%	-21.70%	—
1y	15	+53.33%	+76.93%	+25.95%	+50.98%	-45.25%	—
2y	15	+53.33%	-4.63%	+20.72%	-25.34%	-65.31%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

WHLR · 0 shares · as of May 18, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2019

2020

2021

FLOW · 0 buys / 17 sellsCOVERAGE · 7 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	20,400	$18.00	$367.2K	0	May 18, 2021	May 19, 2021 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	34,441	$3.51	$120.9K	0	Mar 31, 2021	Apr 1, 2021 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	1,200	$18.25	$21.9K	20,400	Mar 31, 2021	Apr 1, 2021 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	1,667	$3.51	$5.9K	34,441	Mar 30, 2021	Apr 1, 2021 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	11,064	$3.45	$38.2K	0	Mar 29, 2021	Mar 30, 2021 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	1,000	$11.75	$11.8K	0	Mar 29, 2021	Mar 30, 2021 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	1,100	$11.75	$12.9K	0	Mar 29, 2021	Mar 30, 2021 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	1,400	$3.50	$4.9K	11,064	Mar 26, 2021	Mar 30, 2021 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	29,623	$1.45	$43.0K	0	Jun 4, 2020	Jun 5, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	19,617	$1.45	$28.4K	29,623	Jun 3, 2020	Jun 3, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	112,266	$1.45	$162.8K	49,240	Jun 2, 2020	Jun 3, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	900	$1.45	$1.3K	161,506	Jun 1, 2020	Jun 2, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	62,478	$1.41	$88.1K	162,406	May 29, 2020	Jun 2, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	81,299	$1.44	$117.1K	224,884	May 28, 2020	Jun 1, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	35,175	$1.36	$47.8K	306,183	May 27, 2020	May 29, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	3,185	$1.89	$6.0K	341,358	Dec 27, 2019	Jan 24, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	SALE	541	$1.95	$1.1K	344,543	Dec 26, 2019	Jan 24, 2020 ↗

Other insiders · WHLR

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About this filer

CIK 0001392977

ROLE

Director

PRIMARY

WHLR

COMPANIES

ACTIVE SINCE

Dec 2019

MARKETPEEL · /INSIDER/0001392977DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Andrew R. Jones

The morning brief, before the bell.