WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

20 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 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$1.28M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$186K
3
VKH
3
Virtu KCG Holdings
New York
$115K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$64K
5
CS
5
Credit Suisse
Switzerland
$42K

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
HCM
3
Hilton Capital Management
New York
$0
4
BRWA
4
B. Riley Wealth Advisors
Florida
$24K
5
Citigroup
5
Citigroup
New York
$4K
Name Market Value Shares Shares
Change 		Shares
Change %
Macquarie Group
1
Macquarie Group
Australia
$1.28M 556,999 +211,900 +61%
Vanguard Group
2
Vanguard Group
Pennsylvania
$270K 118,112 +1,100 +0.9%
AAMU
3
Amundi Asset Management US
Massachusetts
$192K 83,950 – –
Bank of New York Mellon
4
Bank of New York Mellon
New York
$186K 81,241 +81,241 New
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$149K 65,000 – –
WSCM
6
Wellington Shields Capital Management
New York
$135K 59,120 – –
VKH
7
Virtu KCG Holdings
New York
$115K 50,347 +50,347 New
Morgan Stanley
8
Morgan Stanley
New York
$89K 38,500 +6,620 +21%
Renaissance Technologies
9
Renaissance Technologies
New York
$64K 27,954 +27,954 New
CS
10
Credit Suisse
Switzerland
$42K 18,164 +18,164 New
BRWA
11
B. Riley Wealth Advisors
Florida
$24K 10,595 -17,260 -62%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24K 10,523 – –
Deutsche Bank
13
Deutsche Bank
Germany
$17K 7,851 +6,749 +612%
UBS Group
14
UBS Group
Switzerland
$15K 6,488 +6,488 New
Wells Fargo
15
Wells Fargo
California
$5K 2,168 +2,167 +216,700%
Citigroup
16
Citigroup
New York
$4K 1,915 -3,225 -63%
BIM
17
BlackRock Investment Management
Delaware
$3K 1,341 – –
CTC
18
Central Trust Company
Missouri
$2K 800 – –
TRCT
19
Tower Research Capital (TRC)
New York
$1K 500 +400 +400%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4 1,681 – –
Victory Capital Management
21
Victory Capital Management
Texas
– – -101,850 Closed
Stifel Financial
22
Stifel Financial
Missouri
– – -59,200 Closed
HCM
23
Hilton Capital Management
New York
– – -20,000 Closed