WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

27 hedge funds and large institutions have $8.17M invested in Wheeler Real Estate Investment Trust in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 12 closing their positions.

Holders
27
Holders Change
-9
Holders Change %
-25%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
8
Reduced
7
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPP
1
Crow Point Partners
Massachusetts
$537K
2
Boston Partners
2
Boston Partners
Massachusetts
$1.58M
3
SPCP
3
Snow Park Capital Partners
New York
$444K
4
Morgan Stanley
4
Morgan Stanley
New York
$161K
5
Citadel Advisors
5
Citadel Advisors
Florida
$78K

Top Sellers

1
LCM
1
LDR Capital Management
New York
$0
2
OAM
2
Orinda Asset Management
California
$0
3
WPC
3
White Pine Capital
Minnesota
$0
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$0
5
O
5
OppenheimerFunds
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$3.04M 849,983 – –
Boston Partners
2
Boston Partners
Massachusetts
$1.58M 442,383 +134,752 +44%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.31M 366,226 -10,174 -3%
CPP
4
Crow Point Partners
Massachusetts
$537K 150,000 +150,000 New
SPCP
5
Snow Park Capital Partners
New York
$444K 123,925 +78,708 +174%
BlackRock
6
BlackRock
New York
$247K 69,056 -2,655 -4%
Morgan Stanley
7
Morgan Stanley
New York
$161K 44,872 +41,001 +1,059%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$160K 44,936 – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$152K 42,399 +4,610 +12%
KA
10
Kovack Advisors
Florida
$121K 33,728 +9,254 +38%
BCM
11
Bridgeway Capital Management
Texas
$82K 22,800 -35,100 -61%
Citadel Advisors
12
Citadel Advisors
Florida
$78K 21,775 +21,775 New
Asset Management One
13
Asset Management One
Japan
$59K 16,501 -529 -3%
Northern Trust
14
Northern Trust
Illinois
$57K 15,803 – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$53K 14,820 -7,206 -33%
Wells Fargo
16
Wells Fargo
California
$36K 9,912 +1,841 +23%
UBS Group
17
UBS Group
Switzerland
$16K 4,366 +2,969 +213%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$11K 3,020 – –
LNB
19
Ledyard National Bank
$8K 2,259 -1,800 -44%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$5K 1,384 – –
FRA
21
Front Row Advisors
California
$3K 812 – –
MLICM
22
Metropolitan Life Insurance Company (MetLife)
New York
$1.72K 480 +13 +3%
TRCT
23
Tower Research Capital (TRC)
New York
$1K 211 -320 -60%
Daiwa Securities Group
24
Daiwa Securities Group
Japan
$1K 312 – –
AAMU
25
Amundi Asset Management US
Massachusetts
$1K 400 – –
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