WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD

17 hedge funds and large institutions have $48M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more funds holding in top 10

Funds holding in top 10: →

less funds holding

Funds holding: →

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
17
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.25M
2
+$70.4K
3
+$629

Top Sellers

1
-$2.96M
2
-$557K
3
-$328K
4
OAM
Orinda Asset Management
California
-$244K
5
FM
Fondren Management
Texas
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$15.1M
2
$6.7M
3
$5.54M
4
$3.57M
5
$3.18M
6
$2.7M
7
$2.25M
8
$2.1M
9
$1.89M
10
$1.5M
11
$1.25M
12
$611K
13
$532K
14
$488K
15
$233K
16
$232K
17
$134K
18
$21K
19
–
20
–
21
–