WHLRD

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

Overview Fund Activity

15 hedge funds and large institutions have $29M invested in Wheeler Real Estate Investment Trust, Inc. Series D Cumulative 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.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
–
Increased
5
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCP
Steamboat Capital Partners
New York
+$2.49M
2
SV
Stilwell Value
New York
+$279K
3
BFM
Boothbay Fund Management
New York
+$168K
4
PC
PA Capital
Virginia
+$118K
5
UBS Group
UBS Group
Switzerland
+$6.87K

Top Sellers

1
OAM
Orinda Asset Management
California
-$2.02M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.91M
3
BA
Bard Associates
Illinois
-$591K
4
SPCP
Snow Park Capital Partners
New York
-$510K
5
FM
Forward Management
California
-$483K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.4M – – –
SCP
2
Steamboat Capital Partners
New York
$5.03M +$2.49M +177,527 +98%
KCM
3
Kennedy Capital Management
Missouri
$2.77M -$412K -29,373 -13%
CPP
4
Crow Point Partners
Massachusetts
$2.7M – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.66M -$1.91M – –
OAM
6
Orinda Asset Management
California
$1.65M -$2.02M -143,789 -55%
RA
7
RMR Advisors
Massachusetts
$1M – – –
BA
8
Bard Associates
Illinois
$858K -$591K – –
SV
9
Stilwell Value
New York
$701K +$279K +19,900 +66%
SPCP
10
Snow Park Capital Partners
New York
$330K -$510K -36,436 -61%
BFM
11
Boothbay Fund Management
New York
$319K +$168K +12,011 +112%
PC
12
PA Capital
Virginia
$291K +$118K +8,496 +68%
DMK
13
David M. Knott
$201K -$32.8K -2,333 -14%
RA
14
Rational Advisors
New York
$83K – – –
UBS Group
15
UBS Group
Switzerland
$16K +$6.87K +488 +75%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$12K -$1.71K -125 -13%
Wells Fargo
17
Wells Fargo
California
$6K -$13 -1 -0.2%
FM
18
Forward Management
California
– -$483K -50,000 Closed
Morgan Stanley
19
Morgan Stanley
New York
– -$63K -6,500 Closed