WHLRD

Wheeler Real Estate Investment Trust, Inc. Series D Cumulative Preferred Stock
WHLRD

Overview Fund Activity

12 hedge funds and large institutions have $19.3M invested in Wheeler Real Estate Investment Trust, Inc. Series D Cumulative 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.

Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
–
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$2.12M
2
BP
2
Bandera Partners
New York
$1.96M
3
SSG
3
Summit Securities Group
New York
$14K
4
UBS Group
4
UBS Group
Switzerland
$5.02K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
CCP
2
Corbin Capital Partners
New York
$0
3
JIM
3
JCP Investment Management
Texas
$3.55M
4
TAM
4
Third Avenue Management
New York
$0
5
AC
5
Apogem Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCP
1
Steamboat Capital Partners
New York
$5.04M 392,716 – –
MG
2
Magnolia Group
Nebraska
$4.2M 327,662 – –
JIM
3
JCP Investment Management
Texas
$3.55M 276,252 -29,631 -10%
AC
4
Almitas Capital
California
$2.12M 165,197 +165,197 New
BP
5
Bandera Partners
New York
$1.96M 152,885 +152,885 New
SV
6
Stilwell Value
New York
$1.11M 86,150 – –
NAM
7
Nexpoint Asset Management
Texas
$607K 47,300 – –
BAM
8
Burgundy Asset Management
Ontario, Canada
$521K 40,600 – –
MF
9
Magnetar Financial
Illinois
$211K 16,439 – –
SSG
10
Summit Securities Group
New York
$14K 1,086 +1,086 New
UBS Group
11
UBS Group
Switzerland
$5.02K 391 +391 New
Osaic Holdings
12
Osaic Holdings
Arizona
$1K 68 -875 -93%
Fidelity Investments
13
Fidelity Investments
Massachusetts
– – -111,768 Closed
CCP
14
Corbin Capital Partners
New York
– – -40,000 Closed
TAM
15
Third Avenue Management
New York
– – -24,000 Closed
AC
16
Apogem Capital
New York
– – -21,067 Closed
Wells Fargo
17
Wells Fargo
California
– – -1 Closed
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –