WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

27 hedge funds and large institutions have $8.36M invested in Wheeler Real Estate Investment Trust in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$116K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$229K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$46K
4
BlackRock
4
BlackRock
New York
$300K
5
Asset Management One
5
Asset Management One
Japan
$79K

Top Sellers

1
CPP
1
Crow Point Partners
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3K
3
KA
3
Kovack Advisors
Florida
$0
4
Boston Partners
4
Boston Partners
Massachusetts
$1.74M
5
UBS Group
5
UBS Group
Switzerland
$1K
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$3.43M 849,983 – –
Boston Partners
2
Boston Partners
Massachusetts
$1.74M 430,542 -11,841 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.47M 364,947 -1,279 -0.3%
SPCP
4
Snow Park Capital Partners
New York
$501K 123,925 – –
BlackRock
5
BlackRock
New York
$300K 74,002 +4,946 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$229K 56,779 +11,843 +26%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$171K 42,399 – –
Bank of New York Mellon
8
Bank of New York Mellon
New York
$116K 28,673 +13,853 +93%
BCM
9
Bridgeway Capital Management
Texas
$92K 22,800 – –
Asset Management One
10
Asset Management One
Japan
$79K 20,207 +3,706 +22%
Citadel Advisors
11
Citadel Advisors
Florida
$74K 18,285 -3,490 -16%
Northern Trust
12
Northern Trust
Illinois
$64K 15,803 – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$46K 11,352 +11,352 New
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$12K 3,020 – –
Mitsubishi UFJ Asset Management
15
Mitsubishi UFJ Asset Management
Japan
$6K 1,384 – –
LNB
16
Ledyard National Bank
$5K 1,259 -1,000 -44%
TRCT
17
Tower Research Capital (TRC)
New York
$4K 968 +757 +359%
Morgan Stanley
18
Morgan Stanley
New York
$3K 960 -43,912 -98%
BCA
19
Bay Colony Advisors
Massachusetts
$3K 660 +660 New
AAMU
20
Amundi Asset Management US
Massachusetts
$2K 400 – –
MLICM
21
Metropolitan Life Insurance Company (MetLife)
New York
$1.96K 486 +6 +1%
UBS Group
22
UBS Group
Switzerland
$1K 287 -4,079 -93%
Daiwa Securities Group
23
Daiwa Securities Group
Japan
$1K 312 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1K 187 +187 New
CPP
25
Crow Point Partners
Massachusetts
– – -150,000 Closed
1
2