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.
5% more capital invested
Capital invested by funds: $45.8M → $48M (+$2.2M)
0.01% more ownership
Funds ownership: 61.81% → 61.82% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 18 → 17 (-1)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
+$1.22M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$68.7K |
| 3 |
LCM
LDR Capital Management
New York
|
+$614 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPCP
Snow Park Capital Partners
New York
|
-$320K |
| 2 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$238K |
| 3 |
FM
Fondren Management
Houston,
Texas
|
-$238K |
| 4 |
PAM
PVG Asset Management
Golden,
Colorado
|
-$205K |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
-$205K |
WHLRD Hedge Fund Activity: Q3 2018 in Review
17 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q3 2018, worth a combined $48M — up 4.8% from $45.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WHLRD and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 2 added.
The largest buyer was Bard Associates, opening a new position worth an estimated $1.22M. The largest seller was Snow Park Capital Partners, cutting an estimated $320K.
- 17 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q3 2018, down from 18 in Q2 2018.
- Funds reported $48M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q3 2018, up 4.8% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q3 2018 and 2 closed out, a net change of -1 holder.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q3 2018 was Bard Associates, an estimated $1.22M added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q3 2018 was Snow Park Capital Partners, an estimated $320K sold.
Based on aggregated 13F filings for Q3 2018.