Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
9 hedge funds and large institutions have $24.2M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$5.74M |
| 2 |
FM
Forward Management
San Francisco,
California
|
+$5.05M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.04M |
| 4 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$1.51M |
| 5 |
DMK
David M. Knott
|
+$757K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OAM
1
Orinda Asset Management
Lafayette,
California
| $5.8M | +$5.74M | +227,600 | New |
|
|
FM
2
Forward Management
San Francisco,
California
| $5.1M | +$5.05M | +200,000 | New |
|
|
CPP
3
Crow Point Partners
Boston,
Massachusetts
| $4.08M | +$4.04M | +160,000 | New |
|
|
4
Fidelity Investments
Boston,
Massachusetts
| $4.08M | +$4.04M | +160,000 | New |
|
|
BA
5
Bard Associates
Chicago,
Illinois
| $1.59M | – | – | – |
|
|
SCA
6
Stieven Capital Advisors
St. Louis,
Missouri
| $1.53M | +$1.51M | +60,000 | New |
|
|
DMK
7
David M. Knott
| $765K | +$757K | +30,000 | New |
|
|
RA
8
RMR Advisors
Newton,
Massachusetts
| $510K | +$505K | +20,000 | New |
|
|
KIA
9
KCM Investment Advisors
Greenbrae,
California
| $416K | +$411K | +16,300 | New |
|
|
BC
10
BHR Capital
New York
| $357K | +$353K | +14,000 | New |
|
WHLRD Hedge Fund Activity: Q3 2016 in Review
9 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q3 2016, worth a combined $24.2M.
Buyers outnumbered sellers: 9 funds opened new WHLRD positions and 0 closed out — a net gain of 9 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Orinda Asset Management, opening a new position worth an estimated $5.74M.
- 9 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q3 2016, up from 0 in Q2 2016.
- Funds reported $24.2M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q3 2016.
- 9 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q3 2016 and 0 closed out, a net change of +9 holders.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q3 2016 was Orinda Asset Management, an estimated $5.74M added.
Based on aggregated 13F filings for Q3 2016.