Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
16 hedge funds and large institutions have $39M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
17% more capital invested
Capital invested by funds: $33.3M → $39M (+$5.71M)
14% more funds holding
Funds holding: 14 → 16 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8.21% less ownership
Funds ownership: 70.68% → 62.47% (-8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.56M |
| 2 |
SPCP
Snow Park Capital Partners
New York
|
+$3.13M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.73M |
| 4 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$816K |
| 5 |
FM
Fondren Management
Houston,
Texas
|
+$446K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPP
Crow Point Partners
Boston,
Massachusetts
|
-$3.14M |
| 2 |
FM
Forward Management
San Francisco,
California
|
-$847K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$520K |
| 4 |
LCM
LDR Capital Management
New York
|
-$476K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.62K |
WHLRD Hedge Fund Activity: Q1 2018 in Review
16 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q1 2018, worth a combined $39M — up 17% from $33.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WHLRD positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $7.56M. The largest seller was Crow Point Partners, exiting entirely with an estimated $3.14M sold.
- 16 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q1 2018, up from 14 in Q4 2017.
- Funds reported $39M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q1 2018, up 17% quarter-over-quarter.
- 4 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q1 2018 and 2 closed out, a net change of +2 holders.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q1 2018 was Fidelity Investments, an estimated $7.56M added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q1 2018 was Crow Point Partners, an estimated $3.14M sold.
Based on aggregated 13F filings for Q1 2018.