WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

20 hedge funds and large institutions have $3.01M invested in Wheeler Real Estate Investment Trust in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVC
1
Eidelman Virant Capital
Missouri
$691K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$407K
3
UBS Group
3
UBS Group
Switzerland
$162K
4
Citadel Advisors
4
Citadel Advisors
Florida
$16K
5
AAMU
5
Amundi Asset Management US
Massachusetts
$2K

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$302K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
BlackRock
3
BlackRock
New York
$76K
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$1.23M 882,099 – –
EVC
2
Eidelman Virant Capital
Missouri
$691K 497,187 +497,187 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$407K 293,364 +127,961 +77%
Boston Partners
4
Boston Partners
Massachusetts
$302K 217,337 -180,222 -45%
UBS Group
5
UBS Group
Switzerland
$162K 116,715 +26,715 +30%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$78K 56,779 – –
BlackRock
7
BlackRock
New York
$76K 54,570 -18,644 -25%
Northern Trust
8
Northern Trust
Illinois
$22K 15,803 – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$17K 11,939 – –
Citadel Advisors
10
Citadel Advisors
Florida
$16K 11,591 +11,591 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$7K 4,600 – –
WAM
12
Wolverine Asset Management
Illinois
$4K 3,170 – –
Wells Fargo
13
Wells Fargo
California
$2K 1,563 – –
AAMU
14
Amundi Asset Management US
Massachusetts
$2K 1,241 +1,241 New
Nisa Investment Advisors
15
Nisa Investment Advisors
Missouri
$1K 798 +363 +83%
Bank of America
16
Bank of America
North Carolina
$1K 743 +743 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
– – -36,982 Closed
Deutsche Bank
18
Deutsche Bank
Germany
$0 13 – –
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$0 234 – –
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –
Barclays
21
Barclays
United Kingdom
$0 7 +7 New
Morgan Stanley
22
Morgan Stanley
New York
$0 208 +76 +58%