WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock

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.

New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

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

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 +$1.75M
2 +$543K
3 +$104K
4
SV
Stilwell Value
New York
+$45K
5
UBS Group
UBS Group
Switzerland
+$6K

Top Sellers

1 -$5.54M
2 -$2.25M
3 -$1.89M
4
BA
Bard Associates
Illinois
-$1.25M
5
SPCP
Snow Park Capital Partners
New York
-$885K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$7.15M
2
$2.7M
3
$2.52M
4
$2.19M
5
$1.91M
6
$1.75M
7
$688K
8
$591K
9
$578K
10
$483K
11
$290K
12
$160K
13
$120K
14
$104K
15
$63K
16
$57K
17
$10K
18
$6K
19
$4K
20
21
22
23