WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

18 hedge funds and large institutions have $4.72M invested in Wheeler Real Estate Investment Trust in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
6
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SV
1
Stilwell Value
New York
$1.83M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$95K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$60K
4
EVC
4
Eidelman Virant Capital
Missouri
$1.21M
5
UBS Group
5
UBS Group
Switzerland
$355K

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$257K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$510K
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$1.83M 1,050,528 +168,429 +19%
EVC
2
Eidelman Virant Capital
Missouri
$1.21M 688,687 +26,000 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$510K 292,975 -1,389 -0.5%
UBS Group
4
UBS Group
Switzerland
$355K 203,826 +5,926 +3%
Boston Partners
5
Boston Partners
Massachusetts
$257K 146,774 -20,703 -12%
ICM
6
ISZO Capital Management
New York
$184K 105,661 +3,300 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$99K 56,779 – –
Renaissance Technologies
8
Renaissance Technologies
New York
$95K 54,649 +54,649 New
BlackRock
9
BlackRock
New York
$84K 48,485 – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$60K 34,206 +34,206 New
Northern Trust
11
Northern Trust
Illinois
$27K 15,803 – –
Nisa Investment Advisors
12
Nisa Investment Advisors
Missouri
$6K 3,307 +1,319 +66%
TRCT
13
Tower Research Capital (TRC)
New York
$6K 3,480 +3,480 New
WAM
14
Wolverine Asset Management
Illinois
$5K 3,269 – –
AAMU
15
Amundi Asset Management US
Massachusetts
$2K 1,241 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1K 830 +252 +44%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
– – -11,939 Closed
Osaic Holdings
18
Osaic Holdings
Arizona
– – -4,600 Closed
Victory Capital Management
19
Victory Capital Management
Texas
– – -1,948 Closed
Bank of America
20
Bank of America
North Carolina
– – -67 Closed
Morgan Stanley
21
Morgan Stanley
New York
$0 12 -38 -76%
IA
22
IFP Advisors
Florida
– – – –
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
24
Wells Fargo
California
$0 55 – –