WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

18 hedge funds and large institutions have $3.56M invested in Wheeler Real Estate Investment Trust in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$402K
2
Stifel Financial
2
Stifel Financial
Missouri
$234K
3
AAMU
3
Amundi Asset Management US
Massachusetts
$332K
4
Morgan Stanley
4
Morgan Stanley
New York
$126K
5
Deutsche Bank
5
Deutsche Bank
Germany
$4K

Top Sellers

1
Citigroup
1
Citigroup
New York
$20K
2
WSCM
2
Wellington Shields Capital Management
New York
$234K
3
Barclays
3
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Macquarie Group
1
Macquarie Group
Australia
$1.36M 345,099 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$462K 117,012 – –
Victory Capital Management
3
Victory Capital Management
Texas
$402K 101,850 +101,850 New
AAMU
4
Amundi Asset Management US
Massachusetts
$332K 83,950 +9,928 +13%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$257K 65,000 – –
WSCM
6
Wellington Shields Capital Management
New York
$234K 59,120 -1,500 -2%
Stifel Financial
7
Stifel Financial
Missouri
$234K 59,200 +59,200 New
Morgan Stanley
8
Morgan Stanley
New York
$126K 31,880 +2,408 +8%
HCM
9
Hilton Capital Management
New York
$79K 20,000 – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$41K 10,523 – –
Citigroup
11
Citigroup
New York
$20K 5,140 -2,725 -35%
BIM
12
BlackRock Investment Management
Delaware
$5K 1,341 – –
Deutsche Bank
13
Deutsche Bank
Germany
$4K 1,102 +1,102 New
CTC
14
Central Trust Company
Missouri
$3K 800 – –
BRWA
15
B. Riley Wealth Advisors
Florida
$781 27,855 +27,855 New
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7 1,681 +1,481 +741%
TRCT
17
Tower Research Capital (TRC)
New York
$0 100 -1,400 -93%
Barclays
18
Barclays
United Kingdom
– – -700 Closed
Wells Fargo
19
Wells Fargo
California
$0 1 – –