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WHLR

Wheeler Real Estate Investment Trust

hedge funds and large institutions have $29.6M invested in Wheeler Real Estate Investment Trust in 2017 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

32% less capital invested

Capital invested by funds: $43.7M → $29.6M (-$14.1M)

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.48M
OAM
2
Orinda Asset Management
California
$5.38M
AAP
3
Ardsley Advisory Partners
Connecticut
$3.42M
Renaissance Technologies
4
Renaissance Technologies
New York
$2.69M
Boston Partners
5
Boston Partners
Massachusetts
$2.35M
WPC
6
White Pine Capital
Minnesota
$1.43M
WCMNY
7
Westchester Capital Management (New York)
New York
$1M
PWPCM
8
Perella Weinberg Partners Capital Management
New York
$935K
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$928K
Deutsche Bank
10
Deutsche Bank
Germany
$679K
State of New Jersey Common Pension Fund D
11
State of New Jersey Common Pension Fund D
New Jersey
$597K
EC
12
EJF Capital
Virginia
$476K
BlackRock
13
BlackRock
New York
$305K
Geode Capital Management
14
Geode Capital Management
Massachusetts
$275K
Northern Trust
15
Northern Trust
Illinois
$271K
JP Morgan Chase
16
JP Morgan Chase
New York
$250K
Asset Management One
17
Asset Management One
Japan
$235K
Goldman Sachs
18
Goldman Sachs
New York
$153K
RA
19
Royce & Associates
New York
$117K
HIM
20
Hillsdale Investment Management
Ontario, Canada
$113K
WSCM
21
Wellington Shields Capital Management
New York
$99K
PPA
22
Parametric Portfolio Associates
Washington
$76K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$69K
State Street
24
State Street
Massachusetts
$56K
BI
25
Bulldog Investors
New Jersey
$35K