WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

16 hedge funds and large institutions have $5.51M invested in Wheeler Real Estate Investment Trust in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Munder Capital Management
Michigan
$485K
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$309K
3
HCM
3
Hilton Capital Management
New York
$95K
4
Morgan Stanley
4
Morgan Stanley
New York
$72K
5
BIM
5
BlackRock Investment Management
Delaware
$6K

Top Sellers

1
SM
1
SLS Management
New York
$0
2
GOCM
2
Grey Owl Capital Management
Virginia
$506K
3
BI
3
Bulldog Investors
New Jersey
$93K
4
WSCM
4
Wellington Shields Capital Management
New York
$289K
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Macquarie Group
1
Macquarie Group
Australia
$1.67M 350,199 – –
1IC
2
1919 Investment Counsel
Maryland
$952K 200,000 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$557K 117,012 – –
GOCM
4
Grey Owl Capital Management
Virginia
$506K 106,309 -31,838 -23%
MCM
5
Munder Capital Management
Michigan
$485K 101,850 +101,850 New
AAMU
6
Amundi Asset Management US
Massachusetts
$352K 74,022 – –
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$309K 65,000 +65,000 New
WSCM
8
Wellington Shields Capital Management
New York
$289K 60,620 -15,000 -20%
HCM
9
Hilton Capital Management
New York
$95K 20,000 +20,000 New
BI
10
Bulldog Investors
New Jersey
$93K 19,443 -27,405 -58%
BRWA
11
B. Riley Wealth Advisors
Florida
$87.4K 18,357 +119 +0.7%
Morgan Stanley
12
Morgan Stanley
New York
$72K 15,302 +7,090 +86%
Citigroup
13
Citigroup
New York
$37K 7,865 -500 -6%
BIM
14
BlackRock Investment Management
Delaware
$6K 1,229 +1,229 New
CTC
15
Central Trust Company
Missouri
$4K 800 +800 New
SM
16
SLS Management
New York
– – -89,967 Closed
Deutsche Bank
17
Deutsche Bank
Germany
– – -2,434 Closed
Barclays
18
Barclays
United Kingdom
– – -300 Closed
Bank of America
19
Bank of America
North Carolina
– – -24 Closed
Wells Fargo
20
Wells Fargo
California
$0 1 +1 New