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 $19.2M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

more ownership

Funds ownership: →

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

6% less capital invested

Capital invested by funds: $20.4M → $19.2M (-$1.19M)

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
2
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
+$530K
2
+$109K
3
+$12.1K

Top Sellers

1
-$237K
2
-$66.4K
3
-$3K
4
UBS Group
UBS Group
Switzerland
-$2.99K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$5.32M
2
$4.34M
3
$4.06M
4
$1.73M
5
$1.14M
6
$627K
7
$538K
8
$530K
9
$319K
10
$279K
11
$133K
12
$109K
13
$73K
14
$18K
15
$13K
16
–
17
–