WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

16 hedge funds and large institutions have $2.59M invested in Wheeler Real Estate Investment Trust in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 9 closing their positions.

Holders
16
Holders Change
-7
Holders Change %
-30.43%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
3
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$134K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$55K
3
Nisa Investment Advisors
3
Nisa Investment Advisors
Missouri
$1K
4
Wells Fargo
4
Wells Fargo
California
$2K

Top Sellers

1
SPCP
1
Snow Park Capital Partners
New York
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$18K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
LNB
5
Ledyard National Bank
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$1.31M 882,099 – –
Boston Partners
2
Boston Partners
Massachusetts
$592K 397,559 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$247K 165,403 – –
UBS Group
4
UBS Group
Switzerland
$134K 90,000 +79,136 +728%
BlackRock
5
BlackRock
New York
$109K 73,214 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$84K 56,779 – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$55K 36,982 +24,349 +193%
Northern Trust
8
Northern Trust
Illinois
$24K 15,803 – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$18K 11,939 -32,702 -73%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$7K 4,600 – –
WAM
11
Wolverine Asset Management
Illinois
$4K 3,170 – –
Wells Fargo
12
Wells Fargo
California
$2K 1,563 +1 +0.1%
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$1K 435 +435 New
SPCP
14
Snow Park Capital Partners
New York
– – -115,801 Closed
Deutsche Bank
15
Deutsche Bank
Germany
$0 13 -85,000 -100%
Bank of New York Mellon
16
Bank of New York Mellon
New York
– – -30,345 Closed
Citadel Advisors
17
Citadel Advisors
Florida
– – -18,712 Closed
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
– – -3,020 Closed
LNB
19
Ledyard National Bank
– – -1,259 Closed
Bessemer Group
20
Bessemer Group
New Jersey
– – -1,125 Closed
Morgan Stanley
21
Morgan Stanley
New York
$0 132 -468 -78%
LPC
22
Loeb Partners Corp
New York
– – -200 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
– – -187 Closed
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
– – -2 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –
1
2