WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

19 hedge funds and large institutions have $2.45M invested in Wheeler Real Estate Investment Trust in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
3
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ICM
1
ISZO Capital Management
New York
$102K
2
UBS Group
2
UBS Group
Switzerland
$198K
3
EVC
3
Eidelman Virant Capital
Missouri
$663K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5K
5
Victory Capital Management
5
Victory Capital Management
Texas
$2K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Boston Partners
2
Boston Partners
Massachusetts
$167K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1K
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$882K 882,099 – –
EVC
2
Eidelman Virant Capital
Missouri
$663K 662,687 +72,100 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$294K 294,364 – –
UBS Group
4
UBS Group
Switzerland
$198K 197,900 +79,987 +68%
Boston Partners
5
Boston Partners
Massachusetts
$167K 167,477 -30,489 -15%
ICM
6
ISZO Capital Management
New York
$102K 102,361 +102,361 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$56K 56,779 – –
BlackRock
8
BlackRock
New York
$49K 48,485 – –
Northern Trust
9
Northern Trust
Illinois
$16K 15,803 – –
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$12K 11,939 – –
Osaic Holdings
11
Osaic Holdings
Arizona
$5K 4,600 +4,600 New
WAM
12
Wolverine Asset Management
Illinois
$3K 3,269 – –
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$2K 1,988 +303 +18%
Victory Capital Management
14
Victory Capital Management
Texas
$2K 1,948 +1,948 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1K 578 -20 -3%
AAMU
16
Amundi Asset Management US
Massachusetts
$1K 1,241 – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
– – -27,967 Closed
Citadel Advisors
18
Citadel Advisors
Florida
– – -12,774 Closed
Wells Fargo
19
Wells Fargo
California
$0 55 -1,508 -96%
Morgan Stanley
20
Morgan Stanley
New York
$0 50 -469 -90%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
– – -234 Closed
Bank of America
22
Bank of America
North Carolina
$0 67 -218 -76%
Barclays
23
Barclays
United Kingdom
– – -2 Closed
IA
24
IFP Advisors
Florida
– – – –
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –