WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

20 hedge funds and large institutions have $7.3M invested in Wheeler Real Estate Investment Trust in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
4
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SV
1
Stilwell Value
New York
$6.37M
2
BP
2
Bandera Partners
New York
$743K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$45.3K
4
VF
4
Virtu Financial
New York
$40K
5
Millennium Management
5
Millennium Management
New York
$34.6K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$6K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
Nisa Investment Advisors
3
Nisa Investment Advisors
Missouri
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$46
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$6.37M 20,871,187 +20,753,058 +17,568%
BP
2
Bandera Partners
New York
$743K 2,435,309 +2,435,309 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$45.3K 148,599 +148,599 New
VF
4
Virtu Financial
New York
$40K 129,608 +129,608 New
Millennium Management
5
Millennium Management
New York
$34.6K 113,557 +113,557 New
HF
6
HRT Financial
New York
$19K 64,249 +64,249 New
UBS Group
7
UBS Group
Switzerland
$15.4K 50,548 +50,548 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$10.1K 33,115 +33,115 New
SG
9
StoneX Group
New York
$7.62K 24,981 +24,981 New
Renaissance Technologies
10
Renaissance Technologies
New York
$6K 18,200 -7,641 -30%
Vanguard Group
11
Vanguard Group
Pennsylvania
$3.91K 12,815 – –
BlackRock
12
BlackRock
New York
$1.73K 5,674 +827 +17%
TRCT
13
Tower Research Capital (TRC)
New York
$1.14K 3,746 +2,429 +184%
CCM
14
Chilton Capital Management
Texas
$611 2,000 – –
Bank of America
15
Bank of America
North Carolina
$453 1,485 +1,485 New
CTA
16
Colonial Trust Advisors
South Carolina
$61 200 – –
Osaic Holdings
17
Osaic Holdings
Arizona
$46 150 -74 -33%
Wells Fargo
18
Wells Fargo
California
$41 136 +130 +2,167%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
– – -362 Closed
Nisa Investment Advisors
20
Nisa Investment Advisors
Missouri
– – -250 Closed
NS
21
NBC Securities
Alabama
– – -80 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –
Morgan Stanley
23
Morgan Stanley
New York
$0 1 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$0 2 – –