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WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD

14 hedge funds and large institutions have $33.3M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $27.4M → $33.3M (+$5.8M)

19.01% more ownership

Funds ownership: 51.67% → 70.68% (+19%)

17% more funds holding

Funds holding: 12 → 14 (+2)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
4
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$934K
2
RA
RMR Advisors
Massachusetts
+$319K
3
Morgan Stanley
Morgan Stanley
New York
+$126K

Top Sellers

Rank Fund Capital Flow
1
CPP
Crow Point Partners
Massachusetts
-$1.05M
2
YMRC
Yorktown Management & Research Company
Virginia
-$391K
3
OAM
Orinda Asset Management
California
-$211K
4
UBS Group
UBS Group
Switzerland
-$4.04K
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1
Orinda Asset Management
California
$6.28M -$211K -10,000 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.96M – – –
RA
3
Resource America
New York
$5.31M +$5.56M +264,019 New
FM
4
Forward Management
California
$4.02M – – –
CPP
5
Crow Point Partners
Massachusetts
$3.14M -$1.05M -50,000 -25%
LCM
6
LDR Capital Management
New York
$2.39M +$2.51M +119,076 New
WAM
7
Wolverine Asset Management
Illinois
$1.77M +$934K +44,386 +101%
BA
8
Bard Associates
Illinois
$1.27M – – –
RA
9
RMR Advisors
Massachusetts
$1.23M +$319K +15,154 +33%
SPCP
10
Snow Park Capital Partners
New York
$1.1M +$1.15M +54,841 New
DMK
11
David M. Knott
$603K – – –
Morgan Stanley
12
Morgan Stanley
New York
$120K +$126K +6,000 New
UBS Group
13
UBS Group
Switzerland
$23K -$4.04K -192 -14%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$20K – – –
YMRC
15
Yorktown Management & Research Company
Virginia
– -$391K -17,372 Closed

WHLRD Hedge Fund Activity: Q4 2017 in Review

14 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q4 2017, worth a combined $33.3M — up 21% from $27.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WHLRD positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $934K. The largest seller was Crow Point Partners, cutting an estimated $1.05M.

  • 14 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q4 2017, up from 12 in Q3 2017.
  • Funds reported $33.3M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q4 2017, up 21% quarter-over-quarter.
  • 4 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q4 2017 and 2 closed out, a net change of +2 holders.
  • The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q4 2017 was Wolverine Asset Management, an estimated $934K added.
  • The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q4 2017 was Crow Point Partners, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2017.