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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 $107M invested in Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

26% more capital invested

Capital invested by funds: $84.6M → $107M (+$22.3M)

0.43% more ownership

Funds ownership: 96.98%97.4% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
+$855K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$75.9M
MF
2
Magnetar Financial
Illinois
$29.4M
AC
3
Almitas Capital
California
$966K +$855K +5,271 New
Citadel Advisors
4
Citadel Advisors
Florida
$710K

WHLRL Hedge Fund Activity: Q1 2025 in Review

3 of the 7,458 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 Q1 2025, worth a combined $107M — up 26% from $84.6M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new WHLRL positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Almitas Capital, opening a new position worth an estimated $855K.

  • 3 institutional investors held Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL) as of Q1 2025, up from 2 in Q4 2024.
  • Funds reported $107M of Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 stock for Q1 2025, up 26% quarter-over-quarter.
  • 1 fund opened new Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 positions in Q1 2025 and 0 closed out, a net change of +1 holder.
  • The largest Wheeler Real Estate Investment Trust 7.00% Senior Subordinated Convertible Notes Due 2031 buyer in Q1 2025 was Almitas Capital, an estimated $855K added.

Based on aggregated 13F filings for Q1 2025.