WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

18 hedge funds and large institutions have $5.77M invested in Wheeler Real Estate Investment Trust in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
6
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SV
1
Stilwell Value
New York
$5.32M
2
Jane Street
2
Jane Street
New York
$11.2K
3
Goldman Sachs
3
Goldman Sachs
New York
$3.58K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$26.4K
5
CW
5
CreativeOne Wealth
Kansas
$2K

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
SG
4
StoneX Group
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$505
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$5.32M 33,912,371 +13,041,184 +62%
BP
2
Bandera Partners
New York
$382K 2,435,309 – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$26.4K 167,965 +19,366 +13%
Jane Street
4
Jane Street
New York
$11.2K 71,336 +71,336 New
HF
5
HRT Financial
New York
$9K 59,956 -4,293 -7%
Goldman Sachs
6
Goldman Sachs
New York
$3.58K 22,829 +22,829 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.27K 14,483 +1,668 +13%
CW
8
CreativeOne Wealth
Kansas
$2K 15,041 +15,041 New
Bank of America
9
Bank of America
North Carolina
$1.59K 10,115 +8,630 +581%
NS
10
NBC Securities
Alabama
$1K 80 +80 New
TRCT
11
Tower Research Capital (TRC)
New York
$712 4,533 +787 +21%
UBS Group
12
UBS Group
Switzerland
$505 3,216 -47,332 -94%
CCM
13
Chilton Capital Management
Texas
$314 2,000 – –
Wells Fargo
14
Wells Fargo
California
$55 352 +216 +159%
CTA
15
Colonial Trust Advisors
South Carolina
$31 200 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$21 136 -14 -9%
VF
17
Virtu Financial
New York
– – -129,608 Closed
Millennium Management
18
Millennium Management
New York
– – -113,557 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– – -33,115 Closed
SG
20
StoneX Group
New York
– – -24,981 Closed
Renaissance Technologies
21
Renaissance Technologies
New York
– – -18,200 Closed
BlackRock
22
BlackRock
New York
– – -5,674 Closed
Morgan Stanley
23
Morgan Stanley
New York
– – -1 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$0 2 – –
1
2