WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

50 hedge funds and large institutions have $49.8M invested in Wheeler Real Estate Investment Trust in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
15
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$6.56M
2
EC
2
EJF Capital
Virginia
$6.16M
3
NA
3
NS Advisors
Connecticut
$6.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.31M
5
AAP
5
Ardsley Advisory Partners
Connecticut
$5.08M
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Asset Management
26
Nomura Asset Management
Japan
– – – –
First Trust Advisors
27
First Trust Advisors
Illinois
– – – –
TRCT
28
Tower Research Capital (TRC)
New York
– – – –
Morgan Stanley
29
Morgan Stanley
New York
– – – –
MTB
30
Mizuho Trust & Banking
Japan
– – – –
GC
31
Guggenheim Capital
Illinois
– – – –
VKH
32
Virtu KCG Holdings
New York
– – – –
CFP
33
Cornerstone Financial Partners
North Carolina
– – – –
BIM
34
BlackRock Investment Management
Delaware
– – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
– – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
– – – –
Mitsubishi UFJ Asset Management
37
Mitsubishi UFJ Asset Management
Japan
– – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
– – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
– – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
– – – –
AIM
41
Acrospire Investment Management
Illinois
– – – –
BJ
42
BlackRock Japan
Japan
– – – –
MLICM
43
Metropolitan Life Insurance Company (MetLife)
New York
– – – –
UBS Group
44
UBS Group
Switzerland
– – – –
Credit Agricole
45
Credit Agricole
France
– – – –
Daiwa Securities Group
46
Daiwa Securities Group
Japan
– – – –
SAMC
47
Shinko Asset Management Company
Japan
– – – –
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – – –
Wells Fargo
49
Wells Fargo
California
– – – –
CTC
50
Central Trust Company
Missouri
– – – –
1
2
3