We are live on ! Find out more
WHLR

Wheeler Real Estate Investment Trust
WHLR

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

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $21.9M → $26.6M (+$4.71M)

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
RA
Royce & Associates
New York
-$106K
2
Creative Planning
Creative Planning
Kansas
-$31K
3
AIM
Acrospire Investment Management
Illinois
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$9.82M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.46M – – –
OAM
3
Orinda Asset Management
California
$2.68M – – –
Boston Partners
4
Boston Partners
Massachusetts
$2.48M – – –
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$1.67M – – –
BlackRock
6
BlackRock
New York
$823K – – –
O
7
OppenheimerFunds
New York
$696K – – –
EC
8
EJF Capital
Virginia
$684K – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$519K – – –
MC
10
Menta Capital
California
$416K – – –
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$370K – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$261K – – –
Asset Management One
13
Asset Management One
Japan
$198K – – –
Northern Trust
14
Northern Trust
Illinois
$187K – – –
Morgan Stanley
15
Morgan Stanley
New York
$101K – – –
LNB
16
Ledyard National Bank
$47K – – –
Wells Fargo
17
Wells Fargo
California
$35K – – –
FMA
18
FNY Managed Accounts
New York
$33K – – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$29K – – –
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$20K – – –
Mitsubishi UFJ Asset Management
21
Mitsubishi UFJ Asset Management
Japan
$16K – – –
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9K – – –
MCM
24
MV Capital Management
Maryland
$6K – – –
Credit Agricole
25
Credit Agricole
France
$5K – – –
1
2