WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

29 hedge funds and large institutions have $21.9M invested in Wheeler Real Estate Investment Trust in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 0 increasing their positions, 18 reducing their positions, and 18 closing their positions.

Holders
29
Holders Change
-7
Holders Change %
-19.44%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
–
Reduced
18
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SV
1
Stilwell Value
New York
$7.23M
2
MC
2
Menta Capital
California
$380K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$159K
4
VKH
4
Virtu KCG Holdings
New York
$103K
5
LNB
5
Ledyard National Bank
$41K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.86M
2
OAM
2
Orinda Asset Management
California
$2.44M
3
WPC
3
White Pine Capital
Minnesota
$1.52M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$1.48M
5
AAP
5
Ardsley Advisory Partners
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$7.23M 707,863 +707,863 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.86M 573,788 -3,750,429 -87%
OAM
3
Orinda Asset Management
California
$2.44M 238,730 -2,869,440 -92%
WPC
4
White Pine Capital
Minnesota
$1.52M 148,734 -676,516 -82%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$1.48M 144,822 -391,378 -73%
BlackRock
6
BlackRock
New York
$743K 72,728 -103,856 -59%
EC
7
EJF Capital
Virginia
$715K 70,000 -205,000 -75%
MC
8
Menta Capital
California
$380K 37,252 +37,252 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$378K 37,033 -122,187 -77%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$231K 22,578 -17,199 -43%
Asset Management One
11
Asset Management One
Japan
$173K 17,030 -119,220 -88%
Northern Trust
12
Northern Trust
Illinois
$165K 16,169 -140,499 -90%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$159K 15,532 +15,532 New
RA
14
Royce & Associates
New York
$106K 10,400 -57,100 -85%
VKH
15
Virtu KCG Holdings
New York
$103K 10,079 +10,079 New
LNB
16
Ledyard National Bank
$41K 4,059 +4,059 New
Morgan Stanley
17
Morgan Stanley
New York
$37K 3,574 +3,574 New
Creative Planning
18
Creative Planning
Kansas
$31K 3,000 +3,000 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$26K 2,520 -17,680 -88%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$14K 1,384 -9,696 -88%
UBS Group
21
UBS Group
Switzerland
$10K 970 -8,070 -89%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8K 750 -5,250 -88%
MLICM
23
Metropolitan Life Insurance Company (MetLife)
New York
$5K 466 -3,224 -87%
MCM
24
MV Capital Management
Maryland
$5K 502 +502 New
Credit Agricole
25
Credit Agricole
France
$4K 400 +400 New
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