Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
12 hedge funds and large institutions have $27.4M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
9% more funds holding
Funds holding: 11 → 12 (+1)
1.68% more ownership
Funds ownership: 49.99% → 51.67% (+1.7%)
1% more capital invested
Capital invested by funds: $27.2M → $27.4M (+$214K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$965K |
| 2 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$401K |
| 3 |
RA
RMR Advisors
Newton,
Massachusetts
|
+$96.8K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$507 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$370K |
| 2 |
Goldman Sachs
New York
|
-$203K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17.3K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.88K |
| 5 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$1.73K |
WHLRD Hedge Fund Activity: Q3 2017 in Review
12 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q3 2017, worth a combined $27.4M — up 0.79% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WHLRD positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $965K. The largest seller was KCM Investment Advisors, exiting entirely with an estimated $370K sold.
- 12 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q3 2017, up from 11 in Q2 2017.
- Funds reported $27.4M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q3 2017, up 0.79% quarter-over-quarter.
- 3 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q3 2017 and 2 closed out, a net change of +1 holder.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q3 2017 was Wolverine Asset Management, an estimated $965K added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q3 2017 was KCM Investment Advisors, an estimated $370K sold.
Based on aggregated 13F filings for Q3 2017.