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WHLRP

Wheeler Real Estate Investment Trust Preferred Stock

5 hedge funds and large institutions have $694K invested in Wheeler Real Estate Investment Trust Preferred Stock in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+5
Holders Change %
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GOCM
1
Grey Owl Capital Management
Virginia
$375K +$377K +15,000 New
EC
2
EJF Capital
Virginia
$253K +$251K +10,000 New
Bank of America
3
Bank of America
North Carolina
$50K +$50.3K +2,000 New
U
4
UBS
Switzerland
$16K +$16.2K +644 New
TRCT
5
Tower Research Capital (TRC)
New York
+$251 +10 New

WHLRP Hedge Fund Activity: Q2 2014 in Review

5 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q2 2014, worth a combined $694K.

Buyers outnumbered sellers: 5 funds opened new WHLRP positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Grey Owl Capital Management, opening a new position worth an estimated $377K.

  • 5 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q2 2014, up from 0 in Q1 2014.
  • Funds reported $694K of Wheeler Real Estate Investment Trust Preferred Stock stock for Q2 2014.
  • 5 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q2 2014 and 0 closed out, a net change of +5 holders.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q2 2014 was Grey Owl Capital Management, an estimated $377K added.

Based on aggregated 13F filings for Q2 2014.