Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
12 hedge funds and large institutions have $19.3M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 2 reducing their positions, and 5 closing their positions.
17% more capital invested
Capital invested by funds: $16.5M → $19.3M (+$2.88M)
2.93% more ownership
Funds ownership: 44.91% → 47.83% (+2.9%)
8% less funds holding
Funds holding: 13 → 12 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.91M |
| 2 |
BP
Bandera Partners
New York
|
+$1.77M |
| 3 |
SSG
Summit Securities Group
New York
|
+$12.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.3M |
| 2 |
CCP
Corbin Capital Partners
New York
|
-$465K |
| 3 |
JIM
JCP Investment Management
Houston,
Texas
|
-$343K |
| 4 |
TAM
Third Avenue Management
New York
|
-$281K |
| 5 |
AC
Apogem Capital
New York
|
-$245K |
WHLRD Hedge Fund Activity: Q4 2022 in Review
12 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q4 2022, worth a combined $19.3M — up 17% from $16.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WHLRD and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest buyer was Almitas Capital, opening a new position worth an estimated $1.91M. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.3M sold.
- 12 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q4 2022, down from 13 in Q3 2022.
- Funds reported $19.3M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q4 2022, up 17% quarter-over-quarter.
- 4 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q4 2022 and 5 closed out, a net change of -1 holder.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q4 2022 was Almitas Capital, an estimated $1.91M added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q4 2022 was Fidelity Investments, an estimated $1.3M sold.
Based on aggregated 13F filings for Q4 2022.