WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

41 hedge funds and large institutions have $43.8M invested in Wheeler Real Estate Investment Trust in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$1.97M
2
WPC
2
White Pine Capital
Minnesota
$228K
3
BFA
3
BlackRock Fund Advisors
California
$211K
4
NA
4
NS Advisors
Connecticut
$5.53M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$421K

Top Sellers

1
6CM
1
683 Capital Management
New York
$725K
2
TDC
2
Thompson Davis & Co
Virginia
$0
3
AAP
3
Ardsley Advisory Partners
Connecticut
$4.47M
4
Wells Fargo
4
Wells Fargo
California
$1K
5
Morgan Stanley
5
Morgan Stanley
New York
$49K
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bulldog Investors
New Jersey
$6.67M 4,328,415 +77,582 +2%
EC
2
EJF Capital
Virginia
$5.85M 3,800,000 – –
NA
3
NS Advisors
Connecticut
$5.53M 3,587,413 +118,420 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.93M 3,198,708 +30,829 +1%
AAP
5
Ardsley Advisory Partners
Connecticut
$4.47M 2,900,000 -100,000 -3%
MFP
6
Michael F. Price
$4.14M 2,687,500 – –
OAM
7
Orinda Asset Management
California
$2.9M 2,320,114 – –
Macquarie Group
8
Macquarie Group
Australia
$1.97M 1,281,892 +640,946 +100%
Verition Fund Management
9
Verition Fund Management
Connecticut
$1.43M 929,494 -5,206 -0.6%
WCMNY
10
Westchester Capital Management (New York)
New York
$1.37M 888,250 – –
FM
11
Forward Management
California
$893K 580,000 -13,917 -2%
6CM
12
683 Capital Management
New York
$725K 471,000 -228,804 -33%
DI
13
Diligent Investors
California
$645K 419,037 -5,792 -1%
Renaissance Technologies
14
Renaissance Technologies
New York
$421K 273,600 +87,900 +47%
Deutsche Bank
15
Deutsche Bank
Germany
$293K 190,278 +70,116 +58%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$246K 160,000 +70,000 +78%
WPC
17
White Pine Capital
Minnesota
$228K 148,300 +148,300 New
BFA
18
BlackRock Fund Advisors
California
$211K 136,957 +133,847 +4,304%
AAMU
19
Amundi Asset Management US
Massachusetts
$129K 83,950 – –
Boston Partners
20
Boston Partners
Massachusetts
$120K 78,000 +78,000 New
TC
21
TFS Capital
Pennsylvania
$100K 65,013 -12,075 -16%
WSCM
22
Wellington Shields Capital Management
New York
$88K 57,120 – –
Goldman Sachs
23
Goldman Sachs
New York
$64K 41,589 +13,558 +48%
Northern Trust
24
Northern Trust
Illinois
$53K 34,398 +20,229 +143%
Morgan Stanley
25
Morgan Stanley
New York
$49K 31,917 -29,245 -48%
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