Steamboat Capital Partners Gp, Llc

WHLR

10% OWNER · WHEELER REAL ESTATE INVESTMENT TRUST, INC. · CIK 0001766020

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$72.9K

COMPANIES

ACTIVE SINCE

May 2020

HOLDINGS NOW

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

6 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Steamboat Capital Partners Gp, Llc, 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	6	+66.67%	+13.41%	+1.56%	+11.85%	+8.11%	—
14d	6	+100.00%	+25.51%	+4.76%	+20.75%	+11.85%	—
30d	6	+100.00%	+65.54%	+9.72%	+55.82%	+52.68%	—
60d	6	+100.00%	+75.66%	+11.30%	+64.36%	+67.17%	—
90d	6	+100.00%	+77.96%	+16.91%	+61.05%	+53.71%	—
180d	6	+100.00%	+155.53%	+20.16%	+135.36%	+137.31%	—
1y	6	+100.00%	+258.73%	+48.48%	+210.25%	+213.56%	—
2y	6	+100.00%	+100.92%	+48.23%	+52.69%	+50.28%	—

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 13, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 6 buys / 0 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	TRADE DATE	FILED
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	PURCHASE	8,239	$1.09	$9.0K	May 13, 2020	May 13, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	PURCHASE	156	$1.09	$171	May 13, 2020	May 13, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	PURCHASE	21,892	$1.00	$21.8K	May 6, 2020	May 7, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	PURCHASE	713	$1.00	$710	May 6, 2020	May 7, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	PURCHASE	681	$1.13	$767	May 5, 2020	May 7, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	PURCHASE	35,885	$1.13	$40.4K	May 5, 2020	May 7, 2020 ↗

Other insiders · WHLR

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About this filer

CIK 0001766020

ROLE

10% Owner

PRIMARY

WHLR

COMPANIES

ACTIVE SINCE

May 2020

MARKETPEEL · /INSIDER/0001766020DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Steamboat Capital Partners Gp, Llc

The morning brief, before the bell.