WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD

5 hedge funds and large institutions have $11.8M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 8

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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

No buyers this quarter

Top Sellers

1
-$1.66M
2
-$1.51M
3
-$709K
4
NAM
Nexpoint Asset Management
Texas
-$591K
5
BAM
Burgundy Asset Management
Ontario, Canada
-$508K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$3.44M
2
$3.32M
3
$2.18M
4
$1.61M
5
$1.24M
6
–
7
–
8
–
9
–
10
–
11
–
12
–
13
–