We are live on ! Find out more
WHLR

Wheeler Real Estate Investment Trust
WHLR

hedge funds and large institutions have $29.5M invested in Wheeler Real Estate Investment Trust in 2017 Q4 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

11% more capital invested

Capital invested by funds: $26.6M → $29.5M (+$2.92M)

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
FMA
FNY Managed Accounts
New York
-$33K
2
MCM
MV Capital Management
Maryland
-$6K
3
Credit Agricole
Credit Agricole
France
-$5K
4
JP Morgan Chase
JP Morgan Chase
New York
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$8.48M – – –
LCM
2
LDR Capital Management
New York
$4.61M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.76M – – –
Boston Partners
4
Boston Partners
Massachusetts
$3.07M – – –
OAM
5
Orinda Asset Management
California
$1.78M – – –
WPC
6
White Pine Capital
Minnesota
$1.57M – – –
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$854K – – –
BlackRock
8
BlackRock
New York
$717K – – –
O
9
OppenheimerFunds
New York
$601K – – –
EC
10
EJF Capital
Virginia
$599K – – –
BCM
11
Bridgeway Capital Management
Texas
$578K – – –
SPCP
12
Snow Park Capital Partners
New York
$451K – – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$448K – – –
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$377K – – –
MC
15
Menta Capital
California
$273K – – –
KA
16
Kovack Advisors
Florida
$244K – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$220K – – –
Asset Management One
18
Asset Management One
Japan
$172K – – –
Northern Trust
19
Northern Trust
Illinois
$158K – – –
Renaissance Technologies
20
Renaissance Technologies
New York
$145K – – –
LPL Financial
21
LPL Financial
California
$103K – – –
Wells Fargo
22
Wells Fargo
California
$81K – – –
LNB
23
Ledyard National Bank
$41K – – –
Morgan Stanley
24
Morgan Stanley
New York
$39K – – –
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$30K – – –
1
2