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.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
17.87% less ownership
Funds ownership: 51.26% → 33.39% (-18%)
43% less capital invested
Capital invested by funds: $20.5M → $11.8M (-$8.74M)
62% less funds holding
Funds holding: 13 → 5 (-8)
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
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
JCP Investment Management
Houston,
Texas
|
-$1.82M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
-$1.51M |
| 3 |
SCP
Steamboat Capital Partners
Rye,
New York
|
-$780K |
| 4 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
-$591K |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$508K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MG
1
Magnolia Group
Omaha,
Nebraska
| $3.44M | – | – | – |
|
|
SCP
2
Steamboat Capital Partners
Rye,
New York
| $3.32M | -$780K | -68,071 | -18% |
|
|
SV
3
Stilwell Value
New York
| $2.18M | – | – | – |
|
|
BP
4
Bandera Partners
New York
| $1.61M | – | – | – |
|
|
JIM
5
JCP Investment Management
Houston,
Texas
| $1.24M | -$1.82M | -158,474 | -57% |
|
|
AC
6
Almitas Capital
Santa Monica,
California
| – | -$1.51M | -129,187 | Closed |
|
|
NAM
7
Nexpoint Asset Management
Dallas,
Texas
| – | -$591K | -47,300 | Closed |
|
|
BAM
8
Burgundy Asset Management
Toronto,
Ontario, Canada
| – | -$508K | -40,600 | Closed |
|
|
CCP
9
Corbin Capital Partners
New York
| – | -$500K | -40,000 | Closed |
|
|
MF
10
Magnetar Financial
Evanston,
Illinois
| – | -$495K | -39,634 | Closed |
|
|
CCM
11
Chilton Capital Management
Houston,
Texas
| – | -$12.5K | -1,000 | Closed |
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | -$11.8K | -943 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$12 | -1 | Closed |
|
WHLRD Hedge Fund Activity: Q3 2023 in Review
5 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q3 2023, worth a combined $11.8M — down 43% from $20.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WHLRD and 0 opened new positions — a net loss of 8 holders — while 2 trimmed existing stakes and 0 added.
The largest seller was JCP Investment Management, cutting an estimated $1.82M.
- 5 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q3 2023, down from 13 in Q2 2023.
- Funds reported $11.8M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q3 2023, down 43% quarter-over-quarter.
- 0 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q3 2023 and 8 closed out, a net change of -8 holders.
- The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q3 2023 was JCP Investment Management, an estimated $1.82M sold.
Based on aggregated 13F filings for Q3 2023.