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WHLR

Wheeler Real Estate Investment Trust
WHLR

hedge funds and large institutions have $46.3M invested in Wheeler Real Estate Investment Trust in 2015 Q3 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

9% less capital invested

Capital invested by funds: $50.7M → $46.3M (-$4.44M)

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
–

Top Buyers

No buyers this quarter

Top Sellers

1
BI
Bulldog Investors
New Jersey
-$4.47M
2
HCS
Harvest Capital Strategies
California
-$42K
3
CCS
Crosspoint Capital Strategies
California
-$4K
4
Citigroup
Citigroup
New York
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
1
Crow Point Partners
Massachusetts
$9.5M – – –
EC
2
EJF Capital
Virginia
$6.56M – – –
MFP
3
Michael F. Price
$5.11M – – –
NA
4
NS Advisors
Connecticut
$4.47M – – –
AAP
5
Ardsley Advisory Partners
Connecticut
$3.8M – – –
BC
6
BHR Capital
New York
$3.8M – – –
OAM
7
Orinda Asset Management
California
$2.65M – – –
Verition Fund Management
8
Verition Fund Management
Connecticut
$1.76M – – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.71M – – –
WCMNY
10
Westchester Capital Management (New York)
New York
$1.69M – – –
6CM
11
683 Capital Management
New York
$1.33M – – –
FM
12
Forward Management
California
$1.11M – – –
Macquarie Group
13
Macquarie Group
Australia
$997K – – –
DI
14
Diligent Investors
California
$752K – – –
EVC
15
Eidelman Virant Capital
Missouri
$261K – – –
AAMU
16
Amundi Asset Management US
Massachusetts
$160K – – –
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$124K – – –
WSCM
18
Wellington Shields Capital Management
New York
$109K – – –
TDC
19
Thompson Davis & Co
Virginia
$95K – – –
YMRC
20
Yorktown Management & Research Company
Virginia
$95K – – –
Morgan Stanley
21
Morgan Stanley
New York
$79K – – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$48K – – –
Geode Capital Management
23
Geode Capital Management
Massachusetts
$31K – – –
Goldman Sachs
24
Goldman Sachs
New York
$21K – – –
LPL Financial
25
LPL Financial
California
$20K – – –
1
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