WHLRD

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

Overview Fund Activity

16 hedge funds and large institutions have $32.4M invested in Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
4
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCP
1
Steamboat Capital Partners
New York
$9.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.55M
3
BA
3
Bard Associates
Illinois
$906K
4
PC
4
PA Capital
Virginia
$669K
5
BFM
5
Boothbay Fund Management
New York
$636K

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$741K
2
OAM
2
Orinda Asset Management
California
$0
3
RA
3
Rational Advisors
New York
$0
4
SPCP
4
Snow Park Capital Partners
New York
$301K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$11M 741,248 – –
SCP
2
Steamboat Capital Partners
New York
$9.33M 619,607 +260,707 +73%
Morgan Stanley
3
Morgan Stanley
New York
$2.55M 167,115 +167,115 New
CPP
4
Crow Point Partners
Massachusetts
$2.25M 150,000 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
– – – –
RA
6
RMR Advisors
Massachusetts
$1.11M 71,354 – –
BA
7
Bard Associates
Illinois
$906K 60,295 +60,295 New
SV
8
Stilwell Value
New York
$752K 49,967 – –
KCM
9
Kennedy Capital Management
Missouri
$741K 50,083 -147,272 -75%
PC
10
PA Capital
Virginia
$669K 46,134 +25,195 +120%
BFM
11
Boothbay Fund Management
New York
$636K 41,682 +18,906 +83%
SPCP
12
Snow Park Capital Partners
New York
$301K 20,000 -3,564 -15%
DMK
13
David M. Knott
$215K 14,309 – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$203K 13,509 +13,509 New
UBS Group
15
UBS Group
Switzerland
$31K 2,094 +957 +84%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$13K 875 – –
OAM
17
Orinda Asset Management
California
– – -117,418 Closed
RA
18
Rational Advisors
New York
– – -5,900 Closed
Wells Fargo
19
Wells Fargo
California
$0 1 -450 -100%
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –