Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
16 hedge funds and large institutions have $32.4M invested in Wheeler Real Estate Investment Trust Series D 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.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
12% more capital invested
Capital invested by funds: $29M → $32.4M (+$3.35M)
7.56% more ownership
Funds ownership: 49.34% → 56.9% (+7.6%)
7% more funds holding
Funds holding: 15 → 16 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$3.79M |
| 2 |
Morgan Stanley
New York
|
+$2.43M |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
+$877K |
| 4 |
PC
PA Capital
Richmond,
Virginia
|
+$366K |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.14M |
| 2 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$1.65M |
| 3 |
RA
Rational Advisors
Huntington,
New York
|
-$83K |
| 4 |
SPCP
Snow Park Capital Partners
New York
|
-$51.8K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.54K |
WHLRD Hedge Fund Activity: Q2 2019 in Review
16 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q2 2019, worth a combined $32.4M — up 12% from $29M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WHLRD positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Steamboat Capital Partners, adding an estimated $3.79M. The largest seller was Kennedy Capital Management, cutting an estimated $2.14M.
- 16 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q2 2019, up from 15 in Q1 2019.
- Funds reported $32.4M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q2 2019, up 12% quarter-over-quarter.
- 3 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q2 2019 and 2 closed out, a net change of +1 holder.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q2 2019 was Steamboat Capital Partners, an estimated $3.79M added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q2 2019 was Kennedy Capital Management, an estimated $2.14M sold.
Based on aggregated 13F filings for Q2 2019.