Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
15 hedge funds and large institutions have $29M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.
36% more capital invested
Capital invested by funds: $21.4M → $29M (+$7.65M)
1.39% less ownership
Funds ownership: 50.73% → 49.34% (-1.4%)
12% less funds holding
Funds holding: 17 → 15 (-2)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$2.23M |
| 2 |
SV
Stilwell Value
New York
|
+$250K |
| 3 |
BFM
Boothbay Fund Management
New York
|
+$151K |
| 4 |
PC
PA Capital
Richmond,
Virginia
|
+$107K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$1.81M |
| 2 |
FM
Forward Management
San Francisco,
California
|
-$483K |
| 3 |
SPCP
Snow Park Capital Partners
New York
|
-$458K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$369K |
| 5 |
Morgan Stanley
New York
|
-$63K |
WHLRD Hedge Fund Activity: Q1 2019 in Review
15 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q1 2019, worth a combined $29M — up 36% from $21.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WHLRD and 0 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was Steamboat Capital Partners, adding an estimated $2.23M. The largest seller was Orinda Asset Management, cutting an estimated $1.81M.
- 15 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q1 2019, down from 17 in Q4 2018.
- Funds reported $29M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q1 2019, up 36% quarter-over-quarter.
- 0 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q1 2019 and 2 closed out, a net change of -2 holders.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q1 2019 was Steamboat Capital Partners, an estimated $2.23M added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q1 2019 was Orinda Asset Management, an estimated $1.81M sold.
Based on aggregated 13F filings for Q1 2019.