WHLRD

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

Overview Fund Activity

17 hedge funds and large institutions have $21.4M invested in Wheeler Real Estate Investment Trust, Inc. Series D Cumulative 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.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
2
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCP
Steamboat Capital Partners
New York
+$1.75M
2
KCM
Kennedy Capital Management
Missouri
+$543K
3
BFM
Boothbay Fund Management
New York
+$104K
4
SV
Stilwell Value
New York
+$45K
5
UBS Group
UBS Group
Switzerland
+$6K

Top Sellers

1
RA
Resource America
New York
-$5.54M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.25M
3
LCM
LDR Capital Management
New York
-$1.89M
4
BA
Bard Associates
Illinois
-$1.25M
5
SPCP
Snow Park Capital Partners
New York
-$885K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.15M – – –
CPP
2
Crow Point Partners
Massachusetts
$2.7M – – –
OAM
3
Orinda Asset Management
California
$2.52M -$561K -58,086 -18%
KCM
4
Kennedy Capital Management
Missouri
$2.19M +$543K +56,226 +33%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.91M -$2.25M – –
SCP
6
Steamboat Capital Partners
New York
$1.75M +$1.75M +181,373 New
RA
7
RMR Advisors
Massachusetts
$688K – – –
BA
8
Bard Associates
Illinois
$591K -$1.25M -59,420 Closed
SPCP
9
Snow Park Capital Partners
New York
$578K -$885K -91,822 -60%
FM
10
Forward Management
California
$483K -$483K -50,000 -50%
SV
11
Stilwell Value
New York
$290K +$45K +4,667 +18%
DMK
12
David M. Knott
$160K -$120K -12,523 -43%
PC
13
PA Capital
Virginia
$120K +$120K +12,443 New
BFM
14
Boothbay Fund Management
New York
$104K +$104K +10,765 New
Morgan Stanley
15
Morgan Stanley
New York
$63K – – –
RA
16
Rational Advisors
New York
$57K -$50.2K -5,200 -47%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$10K – – –
UBS Group
18
UBS Group
Switzerland
$6K +$6K +649 New
Wells Fargo
19
Wells Fargo
California
$4K +$4K +452 New
RA
20
Resource America
New York
– -$5.54M -264,019 Closed
LCM
21
LDR Capital Management
New York
– -$1.89M -90,157 Closed
FM
22
Fondren Management
Texas
– -$488K -23,262 Closed
PAM
23
PVG Asset Management
Colorado
– -$232K -11,100 Closed