WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock

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.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

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: 10 (-1)

Holders
15
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$286K
2 +$20.7K
3 +$18.5K
4
Morgan Stanley
Morgan Stanley
New York
+$2.71K

Top Sellers

1 -$1.69M
2 -$301K
3 -$203K
4
BA
Bard Associates
Illinois
-$22.7K
5
UBS Group
UBS Group
Switzerland
-$22.3K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$10.5M
2
$9.07M
3
$2.27M
4
$2.02M
5
$1.63M
6
$1.01M
7
$832K
8
$711K
9
$709K
10
$675K
11
$610K
12
$442K
13
$203K
14
$12K
15
$8K
16
17