WHLRD

Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock
WHLRD

Overview Fund Activity

17 hedge funds and large institutions have $48M invested in Wheeler Real Estate Investment Trust, Inc. Series D Cumulative 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
Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
1
Increased
2
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
Bard Associates
Illinois
+$1.25M
2
KCM
Kennedy Capital Management
Missouri
+$70.4K
3
LCM
LDR Capital Management
New York
+$629

Top Sellers

1
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.96M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$557K
3
SPCP
Snow Park Capital Partners
New York
-$328K
4
OAM
Orinda Asset Management
California
-$244K
5
FM
Fondren Management
Texas
-$244K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.1M – – –
OAM
2
Orinda Asset Management
California
$6.7M -$244K -11,647 -4%
RA
3
Resource America
New York
$5.54M – – –
KCM
4
Kennedy Capital Management
Missouri
$3.57M +$70.4K +3,359 +2%
SPCP
5
Snow Park Capital Partners
New York
$3.18M -$328K -15,635 -9%
CPP
6
Crow Point Partners
Massachusetts
$2.7M – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.25M -$2.96M – –
FM
8
Forward Management
California
$2.1M – – –
LCM
9
LDR Capital Management
New York
$1.89M +$629 +30 +0%
RA
10
RMR Advisors
Massachusetts
$1.5M – – –
BA
11
Bard Associates
Illinois
$1.25M +$1.25M +59,420 New
DMK
12
David M. Knott
$611K -$17.5K -835 -3%
SV
13
Stilwell Value
New York
$532K – – –
FM
14
Fondren Management
Texas
$488K -$244K -11,618 -33%
RA
15
Rational Advisors
New York
$233K -$210K -10,000 -47%
PAM
16
PVG Asset Management
Colorado
$232K -$209K -10,000 -47%
Morgan Stanley
17
Morgan Stanley
New York
$134K – – –
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$21K – – –
BCA
19
Bay Colony Advisors
Massachusetts
– -$28K -1,485 Closed
UBS Group
20
UBS Group
Switzerland
– -$25K -1,345 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– -$557K – –