WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

15 hedge funds and large institutions have $3.98M invested in Wheeler Real Estate Investment Trust in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
15
Holders Change
+7
Holders Change %
+87.5%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GOCM
1
Grey Owl Capital Management
Virginia
$585K
2
SM
2
SLS Management
New York
$430K
3
1IC
3
1919 Investment Counsel
Maryland
$856K
4
VKH
4
Virtu KCG Holdings
New York
$202K
5
SONJCPFA
5
State of New Jersey Common Pension Fund A
New Jersey
$151K

Top Sellers

1
WSCM
1
Wellington Shields Capital Management
New York
$259K
2
SONJCPFE
2
State of New Jersey Common Pension Fund E
New Jersey
$0
3
BI
3
Bulldog Investors
New Jersey
$201K
Name Market Value Shares Shares
Change 		Shares
Change %
1IC
1
1919 Investment Counsel
Maryland
$856K 200,000 +100,000 +100%
Macquarie Group
2
Macquarie Group
Australia
$754K 175,000 – –
GOCM
3
Grey Owl Capital Management
Virginia
$585K 136,612 +136,612 New
SM
4
SLS Management
New York
$430K 100,482 +100,482 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$392K 91,000 – –
WSCM
6
Wellington Shields Capital Management
New York
$259K 60,620 -54,679 -47%
VKH
7
Virtu KCG Holdings
New York
$202K 47,436 +47,436 New
BI
8
Bulldog Investors
New Jersey
$201K 46,848 -2,552 -5%
SONJCPFA
9
State of New Jersey Common Pension Fund A
New Jersey
$151K 35,000 +35,000 New
BRWA
10
B. Riley Wealth Advisors
Florida
$78K 18,119 +3,547 +24%
Morgan Stanley
11
Morgan Stanley
New York
$36K 8,200 +8,200 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$15K 3,593 +3,593 New
U
13
UBS
Switzerland
$14K 3,352 +3,034 +954%
Barclays
14
Barclays
United Kingdom
$2K 600 +600 New
SONJCPFE
15
State of New Jersey Common Pension Fund E
New Jersey
– – -25,000 Closed
Bank of America
16
Bank of America
North Carolina
$0 21 +21 New