WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Activity

8 hedge funds and large institutions have $4.74M invested in Wheeler Real Estate Investment Trust in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 6 reducing their positions, and 12 closing their positions.

Holders
8
Holders Change
-10
Holders Change %
-55.56%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
–
Reduced
6
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.3K
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$4.43K

Top Sellers

1
SV
1
Stilwell Value
New York
$4.39M
2
BP
2
Bandera Partners
New York
$315K
3
Bank of America
3
Bank of America
North Carolina
$994
4
TRCT
4
Tower Research Capital (TRC)
New York
$5.39K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SV
1
Stilwell Value
New York
$4.39M 282,596 -33,629,775 -99%
BP
2
Bandera Partners
New York
$315K 20,294 -2,415,015 -99%
Morgan Stanley
3
Morgan Stanley
New York
$21.3K 1,374 +1,374 New
TRCT
4
Tower Research Capital (TRC)
New York
$5.39K 347 -4,186 -92%
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$4.43K 285 +285 New
Bank of America
6
Bank of America
North Carolina
$994 64 -10,051 -99%
CTA
7
Colonial Trust Advisors
South Carolina
$16 1 -199 -100%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$16 1 -2 -67%
Geode Capital Management
9
Geode Capital Management
Massachusetts
– – -167,965 Closed
Jane Street
10
Jane Street
New York
– – -71,336 Closed
HF
11
HRT Financial
New York
– – -59,956 Closed
Goldman Sachs
12
Goldman Sachs
New York
– – -22,829 Closed
CW
13
CreativeOne Wealth
Kansas
– – -15,041 Closed
Vanguard Group
14
Vanguard Group
Pennsylvania
– – -14,483 Closed
UBS Group
15
UBS Group
Switzerland
– – -3,216 Closed
CCM
16
Chilton Capital Management
Texas
– – -2,000 Closed
Wells Fargo
17
Wells Fargo
California
– – -352 Closed
Osaic Holdings
18
Osaic Holdings
Arizona
– – -136 Closed
NS
19
NBC Securities
Alabama
– – -80 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
– – -2 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –