WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

20 hedge funds and large institutions have $3.11M invested in Wheeler Real Estate Investment Trust in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
1
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KF
1
Krilogy Financial
Missouri
$794K
2
TRCT
2
Tower Research Capital (TRC)
New York
$3K
3
UBS Group
3
UBS Group
Switzerland
$1.5K

Top Sellers

1
CCM
1
Chilton Capital Management
Texas
$25.4K
2
Jane Street
2
Jane Street
New York
$16.4K
3
Bessemer Group
3
Bessemer Group
New Jersey
$0
4
NA
4
NewEdge Advisors
Louisiana
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$128K
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$1.5M 1,181,336 – –
KF
2
Krilogy Financial
Missouri
$794K 625,000 +128,000 +26%
Vanguard Group
3
Vanguard Group
Pennsylvania
$333K 262,477 – –
Renaissance Technologies
4
Renaissance Technologies
New York
$128K 100,846 -1,400 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$92.7K 72,963 – –
SCP
6
Steamboat Capital Partners
New York
$63.5K 50,000 – –
BlackRock
7
BlackRock
New York
$61.6K 48,485 – –
State Street
8
State Street
Massachusetts
$59.4K 46,796 – –
CCM
9
Chilton Capital Management
Texas
$25.4K 20,000 -20,000 -50%
Jane Street
10
Jane Street
New York
$16.4K 12,934 -8,808 -41%
Northern Trust
11
Northern Trust
Illinois
$15.9K 12,511 – –
WAM
12
Wolverine Asset Management
Illinois
$6.69K 5,269 – –
Osaic Holdings
13
Osaic Holdings
Arizona
$3.19K 2,514 – –
Nisa Investment Advisors
14
Nisa Investment Advisors
Missouri
$3K 2,500 -389 -13%
TRCT
15
Tower Research Capital (TRC)
New York
$3K 2,178 +2,178 New
CTA
16
Colonial Trust Advisors
South Carolina
$2.54K 2,000 – –
Amundi
17
Amundi
France
$1.6K 1,241 – –
UBS Group
18
UBS Group
Switzerland
$1.5K 1,179 +1,179 New
Wells Fargo
19
Wells Fargo
California
$52 41 – –
Morgan Stanley
20
Morgan Stanley
New York
$15 12 – –
Bessemer Group
21
Bessemer Group
New Jersey
– – -4,862 Closed
NA
22
NewEdge Advisors
Louisiana
– – -1,708 Closed
Bank of America
23
Bank of America
North Carolina
– – -6 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –