WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

36 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 9 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
9
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
LDR Capital Management
New York
$4.61M
2
Boston Partners
2
Boston Partners
Massachusetts
$3.07M
3
BCM
3
Bridgeway Capital Management
Texas
$578K
4
SPCP
4
Snow Park Capital Partners
New York
$451K
5
KA
5
Kovack Advisors
Florida
$244K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.76M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$854K
3
OAM
3
Orinda Asset Management
California
$1.78M
4
MC
4
Menta Capital
California
$273K
5
Morgan Stanley
5
Morgan Stanley
New York
$39K
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$8.48M 849,983 – –
LCM
2
LDR Capital Management
New York
$4.61M 462,316 +462,316 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.76M 376,400 -96,264 -20%
Boston Partners
4
Boston Partners
Massachusetts
$3.07M 307,631 +93,356 +44%
OAM
5
Orinda Asset Management
California
$1.78M 178,690 -53,071 -23%
WPC
6
White Pine Capital
Minnesota
$1.57M 156,867 +2,839 +2%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$854K 85,610 -58,612 -41%
BlackRock
8
BlackRock
New York
$717K 71,711 +464 +0.7%
O
9
OppenheimerFunds
New York
$601K 60,229 – –
EC
10
EJF Capital
Virginia
$599K 60,000 +790 +1%
BCM
11
Bridgeway Capital Management
Texas
$578K 57,900 +57,900 New
SPCP
12
Snow Park Capital Partners
New York
$451K 45,217 +45,217 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$448K 44,936 – –
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$377K 37,789 +5,749 +18%
MC
15
Menta Capital
California
$273K 27,351 -8,674 -24%
KA
16
Kovack Advisors
Florida
$244K 24,474 +24,474 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$220K 22,026 -552 -2%
Asset Management One
18
Asset Management One
Japan
$172K 17,030 -491 -3%
Northern Trust
19
Northern Trust
Illinois
$158K 15,803 -366 -2%
Renaissance Technologies
20
Renaissance Technologies
New York
$145K 14,500 +14,500 New
LPL Financial
21
LPL Financial
California
$103K 10,300 +10,300 New
Wells Fargo
22
Wells Fargo
California
$81K 8,071 +5,071 +169%
LNB
23
Ledyard National Bank
$41K 4,059 – –
Morgan Stanley
24
Morgan Stanley
New York
$39K 3,871 -4,913 -56%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$30K 3,020 +1,211 +67%
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