WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

18 hedge funds and large institutions have $3.35M invested in Wheeler Real Estate Investment Trust in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVC
1
Eidelman Virant Capital
Missouri
$844K
2
UBS Group
2
UBS Group
Switzerland
$185K
3
Victory Capital Management
3
Victory Capital Management
Texas
$2K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$457K
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$2K

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$272K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$75K
4
AAMU
4
Amundi Asset Management US
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$1.37M 882,099 – –
EVC
2
Eidelman Virant Capital
Missouri
$844K 544,587 +47,400 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$457K 294,364 +1,000 +0.3%
Boston Partners
4
Boston Partners
Massachusetts
$272K 175,737 -41,600 -19%
UBS Group
5
UBS Group
Switzerland
$185K 119,528 +2,813 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$88K 56,779 – –
BlackRock
7
BlackRock
New York
$75K 48,485 -6,085 -11%
Northern Trust
8
Northern Trust
Illinois
$24K 15,803 – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$19K 11,939 – –
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$7K 4,600 – –
WAM
11
Wolverine Asset Management
Illinois
$5K 3,269 +99 +3%
Wells Fargo
12
Wells Fargo
California
$2K 1,563 – –
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$2K 1,234 +436 +55%
Victory Capital Management
14
Victory Capital Management
Texas
$2K 1,020 +1,020 New
Bank of America
15
Bank of America
North Carolina
$1K 816 +73 +10%
Citadel Advisors
16
Citadel Advisors
Florida
– – -11,591 Closed
AAMU
17
Amundi Asset Management US
Massachusetts
– – -1,241 Closed
Morgan Stanley
18
Morgan Stanley
New York
$0 130 -78 -38%
Deutsche Bank
19
Deutsche Bank
Germany
– – -13 Closed
Barclays
20
Barclays
United Kingdom
$0 1 -6 -86%
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$0 234 – –