WHLRD

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

14 hedge funds and large institutions have $21.1M invested in Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.61M
SCP
2
Steamboat Capital Partners
New York
$6.12M +$996K +112,946 +19%
Morgan Stanley
3
Morgan Stanley
New York
$4.06M
KCM
4
Kennedy Capital Management
Missouri
$1.01M +$565K +63,300 +126%
NAM
5
Nexpoint Asset Management
Texas
$653K
RA
6
RMR Advisors
Massachusetts
$624K
BFM
7
Boothbay Fund Management
New York
$552K +$142K +16,133 +35%
SV
8
Stilwell Value
New York
$523K +$82K +9,297 +19%
BA
9
Bard Associates
Illinois
$446K -$32.6K -3,700 -7%
PC
10
PA Capital
Virginia
$391K +$33.3K +3,777 +9%
DMK
11
David M. Knott
$126K
UBS Group
12
UBS Group
Switzerland
$10K -$189 -21 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$8K +$8K +875 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
-$1.72M