WHLRD
Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock
WHLRD
WHLRD
12 hedge funds and large institutions have $35.2M invested in Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$67K |
| 2 |
KCM
2
Kennedy Capital Management
St Louis,
Missouri
|
$2.07M |
Top Sellers
| 1 |
RA
1
RMR Advisors
Newton,
Massachusetts
|
$0 |
| 2 |
PC
2
PA Capital
Richmond,
Virginia
|
$673K |
| 3 |
TRCT
3
Tower Research Capital (TRC)
New York
|
$3K |
| 4 |
BA
4
Bard Associates
Chicago,
Illinois
|
$762K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Fidelity Investments
Boston,
Massachusetts
| $11.2M | 741,248 | – | – |
|
|
SCP
2
Steamboat Capital Partners
Rye,
New York
| $10.5M | 694,096 | – | – |
|
3
Morgan Stanley
New York
| $6.83M | 453,281 | – | – |
|
|
KCM
4
Kennedy Capital Management
St Louis,
Missouri
| $2.07M | 137,408 | +1,164 | +0.9% |
|
|
NAM
5
Nexpoint Asset Management
Dallas,
Texas
| $1.14M | 74,600 | – | – |
|
|
SV
6
Stilwell Value
New York
| $1.03M | 67,941 | – | – |
|
|
BFM
7
Boothbay Fund Management
New York
| $950K | 62,581 | – | – |
|
|
BA
8
Bard Associates
Chicago,
Illinois
| $762K | 50,220 | -325 | -0.6% |
|
|
PC
9
PA Capital
Richmond,
Virginia
| – | – | -44,365 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| $67K | 4,412 | +4,412 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $13K | 875 | – | – |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $3K | 205 | -395 | -66% |
|
|
RA
13
RMR Advisors
Newton,
Massachusetts
| – | – | -71,354 | Closed |
|
|
CFGS
14
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
15
Wells Fargo
San Francisco,
California
| $0 | 1 | – | – |
|