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.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
0.83% more ownership
Funds ownership: 47.83% → 48.67% (+0.83%)
1% less capital invested
Capital invested by funds: $19.3M → $19.2M (-$116K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Corbin Capital Partners
New York
|
+$506K |
| 2 |
CCM
Chilton Capital Management
Houston,
Texas
|
+$12.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.47K |
| 5 |
BP
Bandera Partners
New York
|
+$1.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
-$190K |
| 2 |
SSG
Summit Securities Group
New York
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCP
1
Steamboat Capital Partners
Rye,
New York
| $4.91M | – | – | – |
|
|
MG
2
Magnolia Group
Omaha,
Nebraska
| $4.12M | – | – | – |
|
|
JIM
3
JCP Investment Management
Houston,
Texas
| $3.47M | – | – | – |
|
|
BP
4
Bandera Partners
New York
| $1.92M | +$1.49K | +118 | +0.1% |
|
|
AC
5
Almitas Capital
Santa Monica,
California
| $1.88M | -$190K | -15,000 | -9% |
|
|
SV
6
Stilwell Value
New York
| $1.08M | – | – | – |
|
|
NAM
7
Nexpoint Asset Management
Dallas,
Texas
| $594K | – | – | – |
|
|
BAM
8
Burgundy Asset Management
Toronto,
Ontario, Canada
| $510K | – | – | – |
|
|
CCP
9
Corbin Capital Partners
New York
| $502K | +$506K | +40,000 | New |
|
|
MF
10
Magnetar Financial
Evanston,
Illinois
| $206K | – | – | – |
|
|
CCM
11
Chilton Capital Management
Houston,
Texas
| $12.6K | +$12.6K | +1,000 | New |
|
|
12
Osaic Holdings
Scottsdale,
Arizona
| $11.8K | +$11.1K | +875 | +1,287% |
|
|
13
UBS Group
Zurich,
Switzerland
| $9.35K | +$4.47K | +354 | +91% |
|
|
SSG
14
Summit Securities Group
New York
| – | -$14K | -1,086 | Closed |
|
WHLRD Hedge Fund Activity: Q1 2023 in Review
13 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q1 2023, worth a combined $19.2M — down 0.6% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WHLRD positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Corbin Capital Partners, opening a new position worth an estimated $506K. The largest seller was Almitas Capital, cutting an estimated $190K.
- 13 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q1 2023, up from 12 in Q4 2022.
- Funds reported $19.2M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q1 2023, down 0.6% quarter-over-quarter.
- 2 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q1 2023 was Corbin Capital Partners, an estimated $506K added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q1 2023 was Almitas Capital, an estimated $190K sold.
Based on aggregated 13F filings for Q1 2023.