WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

50 hedge funds and large institutions have $49.8M invested in Wheeler Real Estate Investment Trust in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
15
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OAM
1
Orinda Asset Management
California
$5.74M
2
WPC
2
White Pine Capital
Minnesota
$767K
3
Millennium Management
3
Millennium Management
New York
$469K
4
Goldman Sachs
4
Goldman Sachs
New York
$465K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$678K

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$982K
2
BI
2
Bulldog Investors
New Jersey
$6.56M
3
DI
3
Diligent Investors
California
$0
4
EC
4
EJF Capital
Virginia
$6.16M
5
6CM
5
683 Capital Management
New York
$396K
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bulldog Investors
New Jersey
$6.56M 3,746,911 -581,504 -13%
NA
2
NS Advisors
Connecticut
$6.32M 3,611,582 +24,169 +0.7%
EC
3
EJF Capital
Virginia
$6.16M 3,519,998 -280,002 -7%
OAM
4
Orinda Asset Management
California
$5.74M 3,280,670 +960,556 +41%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.31M 3,032,043 -166,665 -5%
AAP
6
Ardsley Advisory Partners
Connecticut
$5.08M 2,900,000 – –
MFP
7
Michael F. Price
$4.36M 2,492,356 -195,144 -7%
WCMNY
8
Westchester Capital Management (New York)
New York
$1.54M 878,625 -9,625 -1%
Verition Fund Management
9
Verition Fund Management
Connecticut
$1.44M 820,000 -109,494 -12%
FM
10
Forward Management
California
$1.02M 580,000 – –
Macquarie Group
11
Macquarie Group
Australia
$982K 561,246 -720,646 -56%
WPC
12
White Pine Capital
Minnesota
$767K 438,150 +289,850 +195%
Renaissance Technologies
13
Renaissance Technologies
New York
$678K 387,281 +113,681 +42%
Millennium Management
14
Millennium Management
New York
$469K 267,978 +267,978 New
Goldman Sachs
15
Goldman Sachs
New York
$465K 265,708 +224,119 +539%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$438K 250,000 +90,000 +56%
Deutsche Bank
17
Deutsche Bank
Germany
$410K 234,549 +44,271 +23%
6CM
18
683 Capital Management
New York
$396K 226,098 -244,902 -52%
EVC
19
Eidelman Virant Capital
Missouri
$353K 202,175 – –
BFA
20
BlackRock Fund Advisors
California
$276K 157,894 +20,937 +15%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$196K 112,269 +88,094 +364%
Asset Management One
22
Asset Management One
Japan
$185K 106,560 +106,560 New
WSCM
23
Wellington Shields Capital Management
New York
$100K 57,120 – –
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$80K 45,599 +45,599 New
Northern Trust
25
Northern Trust
Illinois
$74K 42,328 +7,930 +23%
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