WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

14 hedge funds and large institutions have $545K invested in Wheeler Real Estate Investment Trust in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
14
Holders Change
-7
Holders Change %
-33.33%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.19K

Top Sellers

1
SV
1
Stilwell Value
New York
$387K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$42K
3
KF
3
Krilogy Financial
Missouri
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$85K
5
BlackRock
5
BlackRock
New York
$15.9K
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$387K 118,129 -1,063,207 -90%
Renaissance Technologies
2
Renaissance Technologies
New York
$85K 25,841 -75,505 -75%
Vanguard Group
3
Vanguard Group
Pennsylvania
$42K 12,815 -235,351 -95%
BlackRock
4
BlackRock
New York
$15.9K 4,847 -43,638 -90%
CCM
5
Chilton Capital Management
Texas
$6.56K 2,000 -18,000 -90%
TRCT
6
Tower Research Capital (TRC)
New York
$4.32K 1,317 -1,461 -53%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.19K 362 +362 New
Nisa Investment Advisors
8
Nisa Investment Advisors
Missouri
$820 250 -2,250 -90%
Osaic Holdings
9
Osaic Holdings
Arizona
$735 224 -2,078 -90%
CTA
10
Colonial Trust Advisors
South Carolina
$656 200 -1,800 -90%
Wells Fargo
11
Wells Fargo
California
$19 6 -37 -86%
Morgan Stanley
12
Morgan Stanley
New York
$3 1 -11 -92%
KF
13
Krilogy Financial
Missouri
– – -635,000 Closed
Geode Capital Management
14
Geode Capital Management
Massachusetts
– – -72,963 Closed
SCP
15
Steamboat Capital Partners
New York
– – -48,223 Closed
State Street
16
State Street
Massachusetts
– – -46,796 Closed
Jane Street
17
Jane Street
New York
– – -16,376 Closed
Northern Trust
18
Northern Trust
Illinois
– – -12,511 Closed
Millennium Management
19
Millennium Management
New York
– – -11,632 Closed
WAM
20
Wolverine Asset Management
Illinois
– – -5,269 Closed
Amundi
21
Amundi
France
– – -1,241 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$0 2 -23 -92%
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –
NS
24
NBC Securities
Alabama
$0 80 +80 New