Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
15 hedge funds and large institutions have $30.7M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
0.49% more ownership
Funds ownership: 56.9% → 57.39% (+0.49%)
5% less capital invested
Capital invested by funds: $32.4M → $30.7M (-$1.63M)
6% less funds holding
Funds holding: 16 → 15 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$296K |
| 2 |
PC
PA Capital
Richmond,
Virginia
|
+$21.4K |
| 3 |
BFM
Boothbay Fund Management
New York
|
+$19.1K |
| 4 |
Morgan Stanley
New York
|
+$2.93K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPCP
Snow Park Capital Partners
New York
|
-$301K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$203K |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
-$23.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$22.6K |
WHLRD Hedge Fund Activity: Q3 2019 in Review
15 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q3 2019, worth a combined $30.7M — down 5% from $32.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WHLRD and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Steamboat Capital Partners, adding an estimated $296K. The largest seller was Snow Park Capital Partners, exiting entirely with an estimated $301K sold.
- 15 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q3 2019, down from 16 in Q2 2019.
- Funds reported $30.7M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q3 2019, down 5% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q3 2019 and 2 closed out, a net change of -1 holder.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q3 2019 was Steamboat Capital Partners, an estimated $296K added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q3 2019 was Snow Park Capital Partners, an estimated $301K sold.
Based on aggregated 13F filings for Q3 2019.