WHLR

Wheeler Real Estate Investment Trust
WHLR

Overview Fund Trends Analyst Outlook Journalist POV

4 hedge funds and large institutions have $991K invested in Wheeler Real Estate Investment Trust in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
4
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$167K
2
+$7.85K

Top Sellers

1
-$21.3K
2
-$4.43K
3
-$994
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$16
5
CTA
Colonial Trust Advisors
South Carolina
-$16
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$762K
2
$167K
3
$54.9K
4
$7.85K
5
$8
6
–
7
–
8
–
9
–