We are live on ! Find out more
WHLR

Wheeler Real Estate Investment Trust
WHLR

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 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26% less capital invested

Capital invested by funds: $29.6M → $21.9M (-$7.73M)

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
AAP
Ardsley Advisory Partners
Connecticut
-$3.42M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.69M
3
Boston Partners
Boston Partners
Massachusetts
-$2.35M
4
WCMNY
Westchester Capital Management (New York)
New York
-$1M
5
PWPCM
Perella Weinberg Partners Capital Management
New York
-$935K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$7.23M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.86M – – –
OAM
3
Orinda Asset Management
California
$2.44M – – –
WPC
4
White Pine Capital
Minnesota
$1.52M – – –
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$1.48M – – –
BlackRock
6
BlackRock
New York
$743K – – –
EC
7
EJF Capital
Virginia
$715K – – –
MC
8
Menta Capital
California
$380K – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$378K – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$231K – – –
Asset Management One
11
Asset Management One
Japan
$173K – – –
Northern Trust
12
Northern Trust
Illinois
$165K – – –
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$159K – – –
RA
14
Royce & Associates
New York
$106K – – –
VKH
15
Virtu KCG Holdings
New York
$103K – – –
LNB
16
Ledyard National Bank
$41K – – –
Morgan Stanley
17
Morgan Stanley
New York
$37K – – –
Creative Planning
18
Creative Planning
Kansas
$31K – – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$26K – – –
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$14K – – –
UBS Group
21
UBS Group
Switzerland
$10K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8K – – –
MLICM
23
Metropolitan Life Insurance Company (MetLife)
New York
$5K – – –
MCM
24
MV Capital Management
Maryland
$5K – – –
Credit Agricole
25
Credit Agricole
France
$4K – – –
1
2