Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
16 hedge funds and large institutions have $17.1M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.
1,607% more capital invested
Capital invested by funds: $1M → $17.1M (+$16.1M)
1,500% more funds holding
Funds holding: 1 → 16 (+15)
1,500% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 1
35.07% more ownership
Funds ownership: 1.96% → 37.03% (+35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$6.16M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.12M |
| 3 |
SV
Stilwell Value
New York
|
+$1.34M |
| 4 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$736K |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$632K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1M |
WHLRD Hedge Fund Activity: Q4 2021 in Review
16 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q4 2021, worth a combined $17.1M — up 1,607% from $1M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new WHLRD positions and 1 closed out — a net gain of 15 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Steamboat Capital Partners, opening a new position worth an estimated $6.16M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $1M sold.
- 16 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q4 2021, up from 1 in Q3 2021.
- Funds reported $17.1M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q4 2021, up 1,607% quarter-over-quarter.
- 16 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q4 2021 and 1 closed out, a net change of +15 holders.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q4 2021 was Steamboat Capital Partners, an estimated $6.16M added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q4 2021 was Kennedy Capital Management, an estimated $1M sold.
Based on aggregated 13F filings for Q4 2021.