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WHLRL

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

2 hedge funds and large institutions have $88.7M invested in Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 in 2024 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $78.1M → $88.7M (+$10.6M)

0.4% more ownership

Funds ownership: 96.57% → 96.98% (+0.4%)

0% more funds holding

Funds holding: 2 → 2 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
–
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SV
Stilwell Value
New York
+$433K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$66.3M +$433K +5,017 +0.5%
MF
2
Magnetar Financial
Illinois
$22.4M – – –

WHLRL Hedge Fund Activity: Q3 2024 in Review

2 of the 6,964 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 2024, worth a combined $88.7M — up 14% from $78.1M a quarter earlier.

Fund positioning in WHLRL was balanced in Q3 2024: 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 $433K.

  • 2 institutional investors held Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $88.7M of Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 stock for Q3 2024, up 14% quarter-over-quarter.
  • 0 funds opened new Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 positions in Q3 2024 and 0 closed out.
  • The largest Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 buyer in Q3 2024 was Stilwell Value, an estimated $433K added.

Based on aggregated 13F filings for Q3 2024.