Wheeler Real Estate Investment Trust Series D Preferred Stock
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.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
18% more capital invested
Capital invested by funds: $39M → $45.8M (+$6.84M)
13% more funds holding
Funds holding: 16 → 18 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPP
Crow Point Partners
Boston,
Massachusetts
|
+$2.54M |
| 2 |
SV
Stilwell Value
New York
|
+$430K |
| 3 |
PAM
PVG Asset Management
Golden,
Colorado
|
+$357K |
| 4 |
FM
Fondren Management
Houston,
Texas
|
+$145K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$98.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPCP
Snow Park Capital Partners
New York
|
-$1.23M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$899K |
| 3 |
FM
Forward Management
San Francisco,
California
|
-$847K |
| 4 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$506K |
| 5 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$400K |
WHLRD Hedge Fund Activity: Q2 2018 in Review
18 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q2 2018, worth a combined $45.8M — up 18% from $39M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WHLRD positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Crow Point Partners, opening a new position worth an estimated $2.54M. The largest seller was Snow Park Capital Partners, cutting an estimated $1.23M.
- 18 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q2 2018, up from 16 in Q1 2018.
- Funds reported $45.8M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q2 2018, up 18% quarter-over-quarter.
- 4 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q2 2018 and 2 closed out, a net change of +2 holders.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q2 2018 was Crow Point Partners, an estimated $2.54M added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q2 2018 was Snow Park Capital Partners, an estimated $1.23M sold.
Based on aggregated 13F filings for Q2 2018.