Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
13 hedge funds and large institutions have $20.5M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
7% more capital invested
Capital invested by funds: $19.2M → $20.5M (+$1.31M)
2.59% more ownership
Funds ownership: 48.67% → 51.26% (+2.6%)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
+$1.53M |
| 2 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$291K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$13 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
-$264K |
| 2 |
SCP
Steamboat Capital Partners
Rye,
New York
|
-$69.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCP
1
Steamboat Capital Partners
Rye,
New York
| $4.84M | -$69.4K | -5,531 | -1% |
|
|
MG
2
Magnolia Group
Omaha,
Nebraska
| $4.1M | – | – | – |
|
|
JIM
3
JCP Investment Management
Houston,
Texas
| $3.45M | – | – | – |
|
|
SV
4
Stilwell Value
New York
| $2.6M | +$1.53M | +121,563 | +141% |
|
|
BP
5
Bandera Partners
New York
| $1.91M | – | – | – |
|
|
AC
6
Almitas Capital
Santa Monica,
California
| $1.51M | -$264K | -21,010 | -14% |
|
|
NAM
7
Nexpoint Asset Management
Dallas,
Texas
| $591K | – | – | – |
|
|
BAM
8
Burgundy Asset Management
Toronto,
Ontario, Canada
| $508K | – | – | – |
|
|
CCP
9
Corbin Capital Partners
New York
| $500K | – | – | – |
|
|
MF
10
Magnetar Financial
Evanston,
Illinois
| $495K | +$291K | +23,195 | +141% |
|
|
CCM
11
Chilton Capital Management
Houston,
Texas
| $12.5K | – | – | – |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $11.8K | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| $12 | +$13 | +1 | New |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$9.35K | -745 | Closed |
|
WHLRD Hedge Fund Activity: Q2 2023 in Review
13 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q2 2023, worth a combined $20.5M — up 6.8% from $19.2M a quarter earlier.
Fund positioning in WHLRD was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Stilwell Value, adding an estimated $1.53M. The largest seller was Almitas Capital, cutting an estimated $264K.
- 13 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $20.5M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q2 2023, up 6.8% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock buyer in Q2 2023 was Stilwell Value, an estimated $1.53M added.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q2 2023 was Almitas Capital, an estimated $264K sold.
Based on aggregated 13F filings for Q2 2023.