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WHLRL

Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031
WHLRL

3 hedge funds and large institutions have $66M invested in Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $55.3M → $66M (+$10.7M)

3.19% more ownership

Funds ownership: 92.01% → 95.2% (+3.2%)

0% more funds holding

Funds holding: 3 → 3 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SV
Stilwell Value
New York
+$177K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$55.2M +$177K +3,438 +0.3%
MF
2
Magnetar Financial
Illinois
$10.5M – – –
AC
3
Almitas Capital
California
$290K – – –

WHLRL Hedge Fund Activity: Q3 2023 in Review

3 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) for Q3 2023, worth a combined $66M — up 19% from $55.3M a quarter earlier.

Fund positioning in WHLRL was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Stilwell Value, adding an estimated $177K.

  • 3 institutional investors held Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $66M of Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 stock for Q3 2023, up 19% quarter-over-quarter.
  • 0 funds opened new Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 positions in Q3 2023 and 0 closed out.
  • The largest Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 buyer in Q3 2023 was Stilwell Value, an estimated $177K added.

Based on aggregated 13F filings for Q3 2023.