WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

19 hedge funds and large institutions have $5.16M invested in Wheeler Real Estate Investment Trust in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$47K
3
TRCT
3
Tower Research Capital (TRC)
New York
$7K
4
Barclays
4
Barclays
United Kingdom
$3K
5
U
5
UBS
Switzerland
$1K

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$0
2
BRWA
2
B. Riley Wealth Advisors
Florida
$0
3
GOCM
3
Grey Owl Capital Management
Virginia
$431K
4
Macquarie Group
4
Macquarie Group
Australia
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Macquarie Group
1
Macquarie Group
Australia
$1.57M 345,099 -5,100 -1%
1IC
2
1919 Investment Counsel
Maryland
$912K 200,000 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$534K 117,012 – –
MCM
4
Munder Capital Management
Michigan
$465K 101,850 – –
GOCM
5
Grey Owl Capital Management
Virginia
$431K 94,431 -11,878 -11%
AAMU
6
Amundi Asset Management US
Massachusetts
$338K 74,022 – –
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$296K 65,000 – –
WSCM
8
Wellington Shields Capital Management
New York
$276K 60,620 – –
Morgan Stanley
9
Morgan Stanley
New York
$134K 29,472 +14,170 +93%
HCM
10
Hilton Capital Management
New York
$91K 20,000 – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$47K 10,523 +10,523 New
Citigroup
12
Citigroup
New York
$36K 7,865 – –
TRCT
13
Tower Research Capital (TRC)
New York
$7K 1,500 +1,500 New
BIM
14
BlackRock Investment Management
Delaware
$6K 1,341 +112 +9%
CTC
15
Central Trust Company
Missouri
$4K 800 – –
Barclays
16
Barclays
United Kingdom
$3K 700 +700 New
U
17
UBS
Switzerland
$1K 189 +189 New
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1 200 +200 New
BI
19
Bulldog Investors
New Jersey
– – -19,443 Closed
BRWA
20
B. Riley Wealth Advisors
Florida
– – -18,357 Closed
Wells Fargo
21
Wells Fargo
California
$0 1 – –