WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

31 hedge funds and large institutions have $26.6M invested in Wheeler Real Estate Investment Trust in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
9
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$2.48M
2
SV
2
Stilwell Value
New York
$9.82M
3
O
3
OppenheimerFunds
New York
$696K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$370K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$519K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.46M
2
EC
2
EJF Capital
Virginia
$684K
3
RA
3
Royce & Associates
New York
$0
4
OAM
4
Orinda Asset Management
California
$2.68M
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$9.82M 849,983 +142,120 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.46M 472,664 -101,124 -18%
OAM
3
Orinda Asset Management
California
$2.68M 231,761 -6,969 -3%
Boston Partners
4
Boston Partners
Massachusetts
$2.48M 214,275 +214,275 New
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$1.67M 144,222 -600 -0.4%
BlackRock
6
BlackRock
New York
$823K 71,247 -1,481 -2%
O
7
OppenheimerFunds
New York
$696K 60,229 +60,229 New
EC
8
EJF Capital
Virginia
$684K 59,210 -10,790 -15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$519K 44,936 +7,903 +21%
MC
10
Menta Capital
California
$416K 36,025 -1,227 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$370K 32,040 +16,508 +106%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$261K 22,578 – –
Asset Management One
13
Asset Management One
Japan
$198K 17,521 +491 +3%
Northern Trust
14
Northern Trust
Illinois
$187K 16,169 – –
Morgan Stanley
15
Morgan Stanley
New York
$101K 8,784 +5,210 +146%
LNB
16
Ledyard National Bank
$47K 4,059 – –
Wells Fargo
17
Wells Fargo
California
$35K 3,000 +3,000 New
FMA
18
FNY Managed Accounts
New York
$33K 2,928 +2,928 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$29K 2,520 – –
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$20K 1,809 +1,809 New
Mitsubishi UFJ Asset Management
21
Mitsubishi UFJ Asset Management
Japan
$16K 1,384 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9K 752 +2 +0.3%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K 810 +737 +1,010%
MCM
24
MV Capital Management
Maryland
$6K 502 – –
Credit Agricole
25
Credit Agricole
France
$5K 400 – –
1
2