WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

21 hedge funds and large institutions have $3.72M invested in Wheeler Real Estate Investment Trust in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVC
1
Eidelman Virant Capital
Missouri
$969K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$46K
3
Boston Partners
3
Boston Partners
Massachusetts
$325K
4
Citadel Advisors
4
Citadel Advisors
Florida
$21K
5
AAMU
5
Amundi Asset Management US
Massachusetts
$2K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$193K
2
Victory Capital Management
2
Victory Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$1.45M 882,099 – –
EVC
2
Eidelman Virant Capital
Missouri
$969K 590,587 +46,000 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$483K 294,364 – –
Boston Partners
4
Boston Partners
Massachusetts
$325K 197,966 +22,229 +13%
UBS Group
5
UBS Group
Switzerland
$193K 117,913 -1,615 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$93K 56,779 – –
BlackRock
7
BlackRock
New York
$79K 48,485 – –
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$46K 27,967 +27,967 New
Northern Trust
9
Northern Trust
Illinois
$26K 15,803 – –
Citadel Advisors
10
Citadel Advisors
Florida
$21K 12,774 +12,774 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$20K 11,939 – –
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$8K 4,600 – –
WAM
13
Wolverine Asset Management
Illinois
$5K 3,269 – –
Wells Fargo
14
Wells Fargo
California
$3K 1,563 – –
Nisa Investment Advisors
15
Nisa Investment Advisors
Missouri
$3K 1,685 +451 +37%
AAMU
16
Amundi Asset Management US
Massachusetts
$2K 1,241 +1,241 New
Morgan Stanley
17
Morgan Stanley
New York
$1K 519 +389 +299%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1K 598 +598 New
Victory Capital Management
19
Victory Capital Management
Texas
– – -1,020 Closed
Bank of America
20
Bank of America
North Carolina
$0 285 -531 -65%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$0 234 – –
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –
Barclays
23
Barclays
United Kingdom
$0 2 +1 +100%