WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD

Overview Fund Trends Analyst Outlook Journalist POV

16 hedge funds and large institutions have $20.4M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$4.72M
2
+$173K
3
+$23K

Top Sellers

1
-$608K
2
-$125K
3
-$66.5K
4
Osaic Holdings
Osaic Holdings
Arizona
-$11.9K
5
Morgan Stanley
Morgan Stanley
New York
-$11K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$5.7M
2
$4.72M
3
$4.41M
4
$1.96M
5
$1.24M
6
$681K
7
$585K
8
$346K
9
$303K
10
$237K
11
$146K
12
$80K
13
$23K
14
$3K
15
$1K
16
–
17
–
18
–