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WHLRD

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
16
Holders Change
+15
Holders Change %
+1,500%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCP
Steamboat Capital Partners
New York
+$6.16M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.12M
3
SV
Stilwell Value
New York
+$1.34M
4
NAM
Nexpoint Asset Management
Texas
+$736K
5
BAM
Burgundy Asset Management
Ontario, Canada
+$632K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1
Steamboat Capital Partners
New York
$6.02M +$6.16M +395,701 New
JIM
2
JCP Investment Management
Texas
$4.65M +$4.76M +305,883 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.07M +$2.12M +135,858 New
SV
4
Stilwell Value
New York
$1.31M +$1.34M +86,150 New
NAM
5
Nexpoint Asset Management
Texas
$719K +$736K +47,300 New
BAM
6
Burgundy Asset Management
Ontario, Canada
$617K +$632K +40,600 New
CCP
7
Corbin Capital Partners
New York
$608K +$623K +40,000 New
AC
8
Apogem Capital
New York
$320K +$328K +21,067 New
MF
9
Magnetar Financial
Illinois
$250K +$256K +16,439 New
EVC
10
Eidelman Virant Capital
Missouri
$225K +$231K +14,811 New
TAM
11
Third Avenue Management
New York
$181K +$187K +12,000 New
CCM
12
Chilton Capital Management
Texas
$125K +$128K +8,200 New
Osaic Holdings
13
Osaic Holdings
Arizona
$13K +$13.6K +875 New
Morgan Stanley
14
Morgan Stanley
New York
$11K +$10.9K +700 New
HR
15
Howe & Rusling
New York
$3K +$3.11K +200 New
KCM
16
Kennedy Capital Management
Missouri
– -$1M -59,529 Closed
Wells Fargo
17
Wells Fargo
California
– +$16 +1 New

WHLRD Hedge Fund Activity: Q4 2021 in Review

16 of the 6,498 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.