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WHLR

Wheeler Real Estate Investment Trust
WHLR

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

New
Increased
Maintained
Reduced
Closed

72% less capital invested

Capital invested by funds: $29.5M → $8.17M (-$21.3M)

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

Rank Fund Capital Flow
1
LCM
LDR Capital Management
New York
-$4.61M
2
OAM
Orinda Asset Management
California
-$1.78M
3
WPC
White Pine Capital
Minnesota
-$1.57M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$854K
5
O
OppenheimerFunds
New York
-$601K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$3.04M – – –
Boston Partners
2
Boston Partners
Massachusetts
$1.58M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.31M – – –
CPP
4
Crow Point Partners
Massachusetts
$537K – – –
SPCP
5
Snow Park Capital Partners
New York
$444K – – –
BlackRock
6
BlackRock
New York
$247K – – –
Morgan Stanley
7
Morgan Stanley
New York
$161K – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$160K – – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$152K – – –
KA
10
Kovack Advisors
Florida
$121K – – –
BCM
11
Bridgeway Capital Management
Texas
$82K – – –
Citadel Advisors
12
Citadel Advisors
Florida
$78K – – –
Asset Management One
13
Asset Management One
Japan
$59K – – –
Northern Trust
14
Northern Trust
Illinois
$57K – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$53K – – –
Wells Fargo
16
Wells Fargo
California
$36K – – –
UBS Group
17
UBS Group
Switzerland
$16K – – –
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$11K – – –
LNB
19
Ledyard National Bank
$8K – – –
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$5K – – –
FRA
21
Front Row Advisors
California
$3K – – –
MLICM
22
Metropolitan Life Insurance Company (MetLife)
New York
$1.72K – – –
AAMU
23
Amundi Asset Management US
Massachusetts
$1K – – –
Daiwa Securities Group
24
Daiwa Securities Group
Japan
$1K – – –
TRCT
25
Tower Research Capital (TRC)
New York
$1K – – –
1
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