Wheeler Real Estate Investment Trust
WHLR
2 hedge funds and large institutions have $51.5K invested in Wheeler Real Estate Investment Trust in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 1 → 2 (+1)
0% more ownership
Funds ownership: 0% → 0% (+0%)
76% less capital invested
Capital invested by funds: $216K → $51.5K (-$164K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$310K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
Bandera Partners
New York
|
-$11.4K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$13 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $41.3K | +$310K | +5 | New |
|
|
SV
2
Stilwell Value
New York
| $7.43K | – | – | – |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $2.5K | – | – | – |
|
4
Morgan Stanley
New York
| $262 | – | – | – |
|
|
PSFG
5
Park Square Financial Group
Roswell,
Georgia
| $25 | – | – | – |
|
6
JP Morgan Chase
New York
| $3 | – | – | – |
|
|
BP
7
Bandera Partners
New York
| – | -$11.4K | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | -$13 | – | – |
|
WHLR Hedge Fund Activity: Q1 2025 in Review
2 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust (WHLR) for Q1 2025, worth a combined $51.5K — down 76% from $216K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WHLR positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $310K. The largest seller was Bandera Partners, cutting an estimated $11.4K.
- 2 institutional investors held Wheeler Real Estate Investment Trust (WHLR) as of Q1 2025, up from 1 in Q4 2024.
- Funds reported $51.5K of Wheeler Real Estate Investment Trust stock for Q1 2025, down 76% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust positions in Q1 2025 and 0 closed out, a net change of +1 holder.
- The largest Wheeler Real Estate Investment Trust buyer in Q1 2025 was UBS Group, an estimated $310K added.
- The largest Wheeler Real Estate Investment Trust seller in Q1 2025 was Bandera Partners, an estimated $11.4K sold.
Based on aggregated 13F filings for Q1 2025.