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WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD

2 hedge funds and large institutions have $3.42M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

23.18% less ownership

Funds ownership: 33.39% → 10.21% (-23%)

60% less funds holding

Funds holding: 5 → 2 (-3)

71% less capital invested

Capital invested by funds: $11.8M → $3.42M (-$8.36M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-3
Holders Change %
-60%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
MG
Magnolia Group
Nebraska
-$3.44M
2
SCP
Steamboat Capital Partners
New York
-$2.67M
3
SV
Stilwell Value
New York
-$2.18M
4
BP
Bandera Partners
New York
-$1.61M
5
JIM
JCP Investment Management
Texas
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1
Cable Car Capital
California
$1.81M +$1.85M +138,745 New
SCP
2
Steamboat Capital Partners
New York
$1.62M -$2.67M -200,668 -63%
MG
3
Magnolia Group
Nebraska
– -$3.44M -327,662 Closed
SV
4
Stilwell Value
New York
– -$2.18M -207,713 Closed
BP
5
Bandera Partners
New York
– -$1.61M -153,003 Closed
JIM
6
JCP Investment Management
Texas
– -$1.24M -117,778 Closed

WHLRD Hedge Fund Activity: Q4 2023 in Review

2 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q4 2023, worth a combined $3.42M — down 71% from $11.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WHLRD and 1 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Magnolia Group, exiting entirely with an estimated $3.44M sold.

  • 2 institutional investors held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q4 2023, down from 5 in Q3 2023.
  • Funds reported $3.42M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q4 2023, down 71% quarter-over-quarter.
  • 1 fund opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q4 2023 and 4 closed out, a net change of -3 holders.
  • The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q4 2023 was Magnolia Group, an estimated $3.44M sold.

Based on aggregated 13F filings for Q4 2023.