WHLRD
Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock
WHLRD
WHLRD
10 hedge funds and large institutions have $30.6M invested in Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
Holders
10
Holders Change
–
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$259K |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$47K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
OAM
1
Orinda Asset Management
Lafayette,
California
| $8.32M | 319,864 | -1,236 | -0.4% |
|
2
Fidelity Investments
Boston,
Massachusetts
| $7.67M | 295,000 | – | – |
|
|
FM
3
Forward Management
San Francisco,
California
| $5.2M | 200,000 | – | – |
|
|
CPP
4
Crow Point Partners
Boston,
Massachusetts
| $5.18M | 200,000 | – | – |
|
|
BA
5
Bard Associates
Chicago,
Illinois
| – | – | – | – |
|
|
RA
6
RMR Advisors
Newton,
Massachusetts
| $1.09M | 42,000 | – | – |
|
|
DMK
7
David M. Knott
| $780K | 30,000 | – | – |
|
|
KIA
8
KCM Investment Advisors
Greenbrae,
California
| $410K | 15,772 | -1,178 | -7% |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $259K | 10,000 | +10,000 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $47K | 1,804 | +580 | +47% |
|
|
SCA
11
Stieven Capital Advisors
St. Louis,
Missouri
| – | – | -55,000 | Closed |
|
|
TDC
12
Thompson Davis & Co
Richmond,
Virginia
| – | – | -1,500 | Closed |
|
13
Wells Fargo
San Francisco,
California
| $0 | 1 | +1 | New |
|