WHLR

Wheeler Real Estate Investment Trust

21 hedge funds and large institutions have $1.51M invested in Wheeler Real Estate Investment Trust in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
5
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SV
1
Stilwell Value
New York
$728K 1,181,336
KF
2
Krilogy Financial
Missouri
$391K 635,000 +10,000 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$153K 248,166 -14,311 -5%
Renaissance Technologies
4
Renaissance Technologies
New York
$62K 101,346 +500 +0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$44.9K 72,963
BlackRock
6
BlackRock
New York
$29.9K 48,485
SCP
7
Steamboat Capital Partners
New York
$29.7K 48,223 -1,777 -4%
State Street
8
State Street
Massachusetts
$28.8K 46,796
CCM
9
Chilton Capital Management
Texas
$12.3K 20,000
Jane Street
10
Jane Street
New York
$10.1K 16,376 +3,442 +27%
Northern Trust
11
Northern Trust
Illinois
$7.71K 12,511
Millennium Management
12
Millennium Management
New York
$7.17K 11,632 +11,632 New
WAM
13
Wolverine Asset Management
Illinois
$3.25K 5,269
TRCT
14
Tower Research Capital (TRC)
New York
$1.71K 2,778 +600 +28%
Nisa Investment Advisors
15
Nisa Investment Advisors
Missouri
$1.54K 2,500
Osaic Holdings
16
Osaic Holdings
Arizona
$1.42K 2,302 -212 -8%
CTA
17
Colonial Trust Advisors
South Carolina
$1.23K 2,000
Amundi
18
Amundi
France
$730 1,241
Wells Fargo
19
Wells Fargo
California
$26 43 +2 +5%
Morgan Stanley
20
Morgan Stanley
New York
$7 12
UBS Group
21
UBS Group
Switzerland
-1,179 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$0 25 +25 New