WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

23 hedge funds and large institutions have $1.71M invested in Wheeler Real Estate Investment Trust in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$17K
2
SPCP
2
Snow Park Capital Partners
New York
$103K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$11K
4
UBS Group
4
UBS Group
Switzerland
$10K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$27K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$147K
2
BCM
2
Bridgeway Capital Management
Texas
$0
3
Boston Partners
3
Boston Partners
Massachusetts
$354K
4
WAM
4
Wolverine Asset Management
Illinois
$2K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$40K
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$786K 882,099 – –
Boston Partners
2
Boston Partners
Massachusetts
$354K 397,559 -25,610 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$147K 165,403 -199,544 -55%
SPCP
4
Snow Park Capital Partners
New York
$103K 115,801 +18,357 +19%
Deutsche Bank
5
Deutsche Bank
Germany
$75K 85,013 -1 -0%
BlackRock
6
BlackRock
New York
$66K 73,214 +361 +0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$50K 56,779 – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$40K 44,641 -1,960 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$27K 30,345 +4,798 +19%
Citadel Advisors
10
Citadel Advisors
Florida
$17K 18,712 +18,712 New
Northern Trust
11
Northern Trust
Illinois
$14K 15,803 – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$11K 12,633 +12,633 New
UBS Group
13
UBS Group
Switzerland
$10K 10,864 +9,259 +577%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4K 4,600 – –
WAM
15
Wolverine Asset Management
Illinois
$2K 3,170 -33,532 -91%
LNB
16
Ledyard National Bank
$1K 1,259 – –
Bessemer Group
17
Bessemer Group
New Jersey
$1K 1,125 +1,125 New
Wells Fargo
18
Wells Fargo
California
$1K 1,562 +1,562 New
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$3 3,020 – –
BCM
20
Bridgeway Capital Management
Texas
– – -10,200 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$0 187 -20 -10%
Morgan Stanley
22
Morgan Stanley
New York
$0 600 -11 -2%
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$0 2 +2 New
LPC
25
Loeb Partners Corp
New York
$0 200 +200 New