WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

21 hedge funds and large institutions have $3.27M invested in Wheeler Real Estate Investment Trust in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
3
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KF
1
Krilogy Financial
Missouri
$681K
2
SCP
2
Steamboat Capital Partners
New York
$69.8K
3
CCM
3
Chilton Capital Management
Texas
$54.8K
4
Bessemer Group
4
Bessemer Group
New Jersey
$7K
5
CTA
5
Colonial Trust Advisors
South Carolina
$2.79K

Top Sellers

1
AC
1
Almitas Capital
California
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$366K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$143K
4
Jane Street
4
Jane Street
New York
$30.4K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$99K
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$1.65M 1,181,336 – –
KF
2
Krilogy Financial
Missouri
$681K 497,000 +497,000 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$366K 262,477 -17,893 -6%
Renaissance Technologies
4
Renaissance Technologies
New York
$143K 102,246 -8,300 -8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$99K 72,963 -171 -0.2%
SCP
6
Steamboat Capital Partners
New York
$69.8K 50,000 +50,000 New
BlackRock
7
BlackRock
New York
$67.7K 48,485 – –
State Street
8
State Street
Massachusetts
$64.1K 46,796 – –
CCM
9
Chilton Capital Management
Texas
$54.8K 40,000 +15,000 +60%
Jane Street
10
Jane Street
New York
$30.4K 21,742 -1,816 -8%
Northern Trust
11
Northern Trust
Illinois
$17.5K 12,511 – –
WAM
12
Wolverine Asset Management
Illinois
$7.36K 5,269 – –
Bessemer Group
13
Bessemer Group
New Jersey
$7K 4,862 +4,862 New
Nisa Investment Advisors
14
Nisa Investment Advisors
Missouri
$4K 2,889 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$4K 2,514 +18 +0.7%
CTA
16
Colonial Trust Advisors
South Carolina
$2.79K 2,000 +2,000 New
NA
17
NewEdge Advisors
Louisiana
$2.34K 1,708 +1,708 New
Amundi
18
Amundi
France
$2.05K 1,241 – –
Wells Fargo
19
Wells Fargo
California
$57 41 +1 +3%
Morgan Stanley
20
Morgan Stanley
New York
$17 12 -1 -8%
Bank of America
21
Bank of America
North Carolina
$8 6 +6 New
AC
22
Almitas Capital
California
– – -5,545 Closed
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
– – -116 Closed
AWM
24
Abound Wealth Management
Tennessee
– – -4 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –