WHLRD
Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
WHLRD
18 hedge funds and large institutions have $45.8M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.67% less ownership
Funds ownership: 62.47% → 61.81% (-0.67%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Holders
18
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$2.54M | |
| 2 | +$430K | |
| 3 | +$357K | |
| 4 |
FM
Fondren Management
Houston,
Texas
|
+$145K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$98.2K |
Top Sellers
| 1 | -$1.23M | |
| 2 | -$899K | |
| 3 | -$847K | |
| 4 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$506K |
| 5 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$400K |