WHLRD
Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock
WHLRD
WHLRD
10 hedge funds and large institutions have $28.8M invested in Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
Holders
10
Holders Change
+1
Holders Change %
+11.11%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BA
1
Bard Associates
Chicago,
Illinois
|
$1.44M |
| 2 |
BC
2
BHR Capital
New York
|
$0 |
| 3 |
SCA
3
Stieven Capital Advisors
St. Louis,
Missouri
|
$1.29M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
OAM
1
Orinda Asset Management
Lafayette,
California
| $7.54M | 321,100 | +93,500 | +41% |
|
2
Fidelity Investments
Boston,
Massachusetts
| $6.93M | 295,000 | +135,000 | +84% |
|
|
CPP
3
Crow Point Partners
Boston,
Massachusetts
| $4.7M | 200,000 | +40,000 | +25% |
|
|
FM
4
Forward Management
San Francisco,
California
| $4.7M | 200,000 | – | – |
|
|
BA
5
Bard Associates
Chicago,
Illinois
| – | – | – | – |
|
|
SCA
6
Stieven Capital Advisors
St. Louis,
Missouri
| $1.29M | 55,000 | -5,000 | -8% |
|
|
RA
7
RMR Advisors
Newton,
Massachusetts
| $987K | 42,000 | +22,000 | +110% |
|
|
DMK
8
David M. Knott
| $705K | 30,000 | – | – |
|
|
KIA
9
KCM Investment Advisors
Greenbrae,
California
| $398K | 16,950 | +650 | +4% |
|
|
TDC
10
Thompson Davis & Co
Richmond,
Virginia
| $35K | 1,500 | +1,500 | New |
|
11
UBS Group
Zurich,
Switzerland
| $29K | 1,224 | +1,224 | New |
|
|
BC
12
BHR Capital
New York
| – | – | -14,000 | Closed |
|