WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD

13 hedge funds and large institutions have $19.2M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

1% less capital invested

Capital invested by funds: $19.3M → $19.2M (-$116K)

Holders
13
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
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
+$502K
2
+$12.6K
3
+$11K
4
UBS Group
UBS Group
Switzerland
+$4.44K
5
BP
Bandera Partners
New York
+$1.48K

Top Sellers

1
-$188K
2
-$14K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$4.91M
2
$4.12M
3
$3.47M
4
$1.92M
5
$1.88M
6
$1.08M
7
$594K
8
$510K
9
$502K
10
$206K
11
$12.6K
12
$11.8K
13
$9.35K
14
–