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WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD

1 hedge funds and large institutions have $2.1M invested in Wheeler Real Estate Investment Trust Series D Preferred Stock in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.83% less ownership

Funds ownership: 10.21% → 5.38% (-4.8%)

39% less capital invested

Capital invested by funds: $3.42M → $2.1M (-$1.33M)

50% less funds holding

Funds holding: 2 → 1 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
SCP
Steamboat Capital Partners
New York
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1
Cable Car Capital
California
$2.1M – – –
SCP
2
Steamboat Capital Partners
New York
– -$1.62M -118,446 Closed

WHLRD Hedge Fund Activity: Q1 2024 in Review

1 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) for Q1 2024, worth a combined $2.1M — down 39% from $3.42M a quarter earlier.

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

The largest seller was Steamboat Capital Partners, exiting entirely with an estimated $1.62M sold.

  • 1 institutional investor held Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) as of Q1 2024, down from 2 in Q4 2023.
  • Funds reported $2.1M of Wheeler Real Estate Investment Trust Series D Preferred Stock stock for Q1 2024, down 39% quarter-over-quarter.
  • 0 funds opened new Wheeler Real Estate Investment Trust Series D Preferred Stock positions in Q1 2024 and 1 closed out, a net change of -1 holder.
  • The largest Wheeler Real Estate Investment Trust Series D Preferred Stock seller in Q1 2024 was Steamboat Capital Partners, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2024.