WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

36 hedge funds and large institutions have $29.6M invested in Wheeler Real Estate Investment Trust in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 16 closing their positions.

Holders
36
Holders Change
-11
Holders Change %
-23.4%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
13
Reduced
10
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.48M
2
Boston Partners
2
Boston Partners
Massachusetts
$2.35M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$2.7M
4
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$935K
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$928K

Top Sellers

1
EC
1
EJF Capital
Virginia
$476K
2
BI
2
Bulldog Investors
New Jersey
$35K
3
MFP
3
Michael F. Price
$0
4
AAP
4
Ardsley Advisory Partners
Connecticut
$3.42M
5
Macquarie Group
5
Macquarie Group
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$35K 20,200 +12,000 +146%
First Trust Advisors
27
First Trust Advisors
Illinois
$34K 19,589 -905 -4%
GC
28
Guggenheim Capital
Illinois
$27K 15,725 +94 +0.6%
PAM
29
Panagora Asset Management
Massachusetts
$22K 12,808 +12,808 New
Mitsubishi UFJ Asset Management
30
Mitsubishi UFJ Asset Management
Japan
$19K 11,080 – –
UBS Group
31
UBS Group
Switzerland
$16K 9,040 +9,040 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$10K 6,000 – –
MLICM
33
Metropolitan Life Insurance Company (MetLife)
New York
$6K 3,690 -36 -1%
AIM
34
Acrospire Investment Management
Illinois
$3K 1,798 -2,401 -57%
Wells Fargo
35
Wells Fargo
California
$1K 468 +48 +11%
MFP
36
Michael F. Price
– – -2,367,002 Closed
Macquarie Group
37
Macquarie Group
Australia
– – -561,246 Closed
FM
38
Forward Management
California
– – -554,000 Closed
EVC
39
Eidelman Virant Capital
Missouri
– – -182,175 Closed
Millennium Management
40
Millennium Management
New York
– – -170,978 Closed
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
– – -59,242 Closed
6CM
42
683 Capital Management
New York
– – -45,000 Closed
Nomura Asset Management
43
Nomura Asset Management
Japan
– – -40,100 Closed
Morgan Stanley
44
Morgan Stanley
New York
– – -17,587 Closed
CFP
45
Cornerstone Financial Partners
North Carolina
– – -12,091 Closed
RJFSA
46
Raymond James Financial Services Advisors
Florida
– – -11,500 Closed
Citadel Advisors
47
Citadel Advisors
Florida
– – -11,455 Closed
Credit Agricole
48
Credit Agricole
France
– – -3,200 Closed
Daiwa Securities Group
49
Daiwa Securities Group
Japan
– – -2,500 Closed
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
– – -2,000 Closed
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