WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD

Overview Fund Trends Analyst Outlook Journalist POV

10 hedge funds and large institutions have $30.6M invested in Wheeler Real Estate Investment Trust Series D 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.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

22.92% less ownership

Funds ownership: 72.67% → 49.75% (-23%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
10
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
+$259K
2
+$15.1K

Top Sellers

1
-$1.44M
2
-$1.29M
3
-$35K
4
OAM
Orinda Asset Management
California
-$32.1K
5
KIA
KCM Investment Advisors
California
-$30.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$8.32M
2
$7.67M
3
$5.2M
4
$5.18M
5
$1.65M
6
$1.09M
7
$780K
8
$410K
9
$259K
10
$47K
11
–
12
–