Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
17 hedge funds and large institutions have $21.4M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 17 → 17 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
11.08% less ownership
Funds ownership: 61.82% → 50.73% (-11%)
55% less capital invested
Capital invested by funds: $48M → $21.4M (-$26.6M)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$3.21M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$995K |
| 3 |
BFM
Boothbay Fund Management
New York
|
+$190K |
| 4 |
SV
Stilwell Value
New York
|
+$82.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$11.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Resource America
New York
|
-$5.54M |
| 2 |
LCM
LDR Capital Management
New York
|
-$1.89M |
| 3 |
SPCP
Snow Park Capital Partners
New York
|
-$1.62M |
| 4 |
BA
Bard Associates
Chicago,
Illinois
|
-$1.05M |
| 5 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$1.03M |
WHLRD Hedge Fund Activity: Q4 2018 in Review
17 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q4 2018, worth a combined $21.4M — down 55% from $48M a quarter earlier.
Fund positioning in WHLRD was balanced in Q4 2018: 5 funds opened new positions, 5 closed out, 2 added to existing stakes and 5 trimmed.
The largest buyer was Steamboat Capital Partners, opening a new position worth an estimated $3.21M. The largest seller was Resource America, exiting entirely with an estimated $5.54M sold.
- 17 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $21.4M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q4 2018, down 55% quarter-over-quarter.
- 5 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q4 2018 and 5 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q4 2018 was Steamboat Capital Partners, an estimated $3.21M added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q4 2018 was Resource America, an estimated $5.54M sold.
Based on aggregated 13F filings for Q4 2018.