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WHLR

Wheeler Real Estate Investment Trust

hedge funds and large institutions have $2.61M invested in Wheeler Real Estate Investment Trust in 2015 Q1 according to their latest regulatory filings, with funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

27% less capital invested

Capital invested by funds: $3.56M → $2.61M (-$950K)

Holders
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$1.28M
Vanguard Group
2
Vanguard Group
Pennsylvania
$270K
AAMU
3
Amundi Asset Management US
Massachusetts
$192K
Bank of New York Mellon
4
Bank of New York Mellon
New York
$186K
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$149K
WSCM
6
Wellington Shields Capital Management
New York
$135K
VKH
7
Virtu KCG Holdings
New York
$115K
Morgan Stanley
8
Morgan Stanley
New York
$89K
Renaissance Technologies
9
Renaissance Technologies
New York
$64K
CS
10
Credit Suisse
Switzerland
$42K
BRWA
11
B. Riley Wealth Advisors
Florida
$24K
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24K
Deutsche Bank
13
Deutsche Bank
Germany
$17K
UBS Group
14
UBS Group
Switzerland
$15K
Wells Fargo
15
Wells Fargo
California
$5K
Citigroup
16
Citigroup
New York
$4K
BIM
17
BlackRock Investment Management
Delaware
$3K
CTC
18
Central Trust Company
Missouri
$2K
TRCT
19
Tower Research Capital (TRC)
New York
$1K
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4
HCM
21
Hilton Capital Management
New York
-$79K
Stifel Financial
22
Stifel Financial
Missouri
-$234K
Victory Capital Management
23
Victory Capital Management
Texas
-$402K