WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

18 hedge funds and large institutions have $9.11M invested in Wheeler Real Estate Investment Trust in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 11 closing their positions.

Holders
18
Holders Change
-9
Holders Change %
-33.33%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
6
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$364K
2
WAM
2
Wolverine Asset Management
Illinois
$157K
3
SV
3
Stilwell Value
New York
$3.78M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$20K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$199K

Top Sellers

1
SPCP
1
Snow Park Capital Partners
New York
$417K
2
Asset Management One
2
Asset Management One
Japan
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
BCM
4
Bridgeway Capital Management
Texas
$44K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$3.78M 882,099 +32,116 +4%
Boston Partners
2
Boston Partners
Massachusetts
$1.81M 423,169 -7,373 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.56M 364,947 – –
SPCP
4
Snow Park Capital Partners
New York
$417K 97,444 -26,481 -21%
Deutsche Bank
5
Deutsche Bank
Germany
$364K 85,014 +84,996 +472,200%
BlackRock
6
BlackRock
New York
$311K 72,853 -1,149 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$243K 56,779 – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$199K 46,601 +4,202 +10%
WAM
9
Wolverine Asset Management
Illinois
$157K 36,702 +36,702 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$109K 25,547 -3,126 -11%
Northern Trust
11
Northern Trust
Illinois
$68K 15,803 – –
BCM
12
Bridgeway Capital Management
Texas
$44K 10,200 -12,600 -55%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$20K 4,600 +4,600 New
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$13K 3,020 – –
UBS Group
15
UBS Group
Switzerland
$7K 1,605 +1,318 +459%
LNB
16
Ledyard National Bank
$5K 1,259 – –
Morgan Stanley
17
Morgan Stanley
New York
$3K 611 -349 -36%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1K 207 +20 +11%
Asset Management One
19
Asset Management One
Japan
– – -20,207 Closed
Citadel Advisors
20
Citadel Advisors
Florida
– – -18,285 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– – -11,352 Closed
Mitsubishi UFJ Asset Management
22
Mitsubishi UFJ Asset Management
Japan
– – -1,384 Closed
TRCT
23
Tower Research Capital (TRC)
New York
– – -968 Closed
BCA
24
Bay Colony Advisors
Massachusetts
– – -660 Closed
MLICM
25
Metropolitan Life Insurance Company (MetLife)
New York
– – -486 Closed
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