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WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD

1 hedge funds and large institutions have $2.45M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2021 Q1 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% less ownership

Funds ownership: 23.86% → 3.86% (-20%)

67% less funds holding

Funds holding: 3 → 1 (-2)

84% less capital invested

Capital invested by funds: $15.2M → $2.45M (-$12.7M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-2
Holders Change %
-66.67%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
SCP
Steamboat Capital Partners
New York
-$12.5M
2
EVC
Eidelman Virant Capital
Missouri
-$195K
3
KCM
Kennedy Capital Management
Missouri
-$21.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1
Kennedy Capital Management
Missouri
$2.45M -$21.5K -1,209 -0.9%
SCP
2
Steamboat Capital Partners
New York
– -$12.5M -694,096 Closed
EVC
3
Eidelman Virant Capital
Missouri
– -$195K -10,800 Closed

WHLRD Hedge Fund Activity: Q1 2021 in Review

1 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q1 2021, worth a combined $2.45M — down 84% from $15.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of WHLRD and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Steamboat Capital Partners, exiting entirely with an estimated $12.5M sold.

  • 1 institutional investor held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q1 2021, down from 3 in Q4 2020.
  • Funds reported $2.45M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q1 2021, down 84% quarter-over-quarter.
  • 0 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q1 2021 and 2 closed out, a net change of -2 holders.
  • The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q1 2021 was Steamboat Capital Partners, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2021.