WHLRD
Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock
WHLRD
WHLRD
11 hedge funds and large institutions have $27.2M invested in Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
Holders
11
Holders Change
+1
Holders Change %
+10%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$26K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
OAM
1
Orinda Asset Management
Lafayette,
California
| $7.44M | 322,689 | +2,825 | +0.9% |
|
2
Fidelity Investments
Boston,
Massachusetts
| $6.73M | 295,000 | – | – |
|
|
CPP
3
Crow Point Partners
Boston,
Massachusetts
| $4.64M | 200,000 | – | – |
|
|
FM
4
Forward Management
San Francisco,
California
| $4.61M | 200,000 | – | – |
|
|
BA
5
Bard Associates
Chicago,
Illinois
| – | – | – | – |
|
|
RA
6
RMR Advisors
Newton,
Massachusetts
| $968K | 42,000 | – | – |
|
|
DMK
7
David M. Knott
| $692K | 30,000 | – | – |
|
|
KIA
8
KCM Investment Advisors
Greenbrae,
California
| $370K | 16,064 | +292 | +2% |
|
9
Goldman Sachs
New York
| $203K | 8,800 | +8,800 | New |
|
10
UBS Group
Zurich,
Switzerland
| $48K | 2,101 | +297 | +16% |
|
|
WAM
11
Wolverine Asset Management
Chicago,
Illinois
| $46K | 2,025 | +2,025 | New |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $26K | 1,125 | -8,875 | -89% |
|
13
Wells Fargo
San Francisco,
California
| – | – | -1 | Closed |
|