Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
6 hedge funds and large institutions have $2.27M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 3 closing their positions.
227% more capital invested
Capital invested by funds: $694K → $2.27M (+$1.58M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
20% more funds holding
Funds holding: 5 → 6 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$993K |
| 2 |
AGM
Alpine Global Management
New York
|
+$310K |
| 3 |
GOCM
Grey Owl Capital Management
Falls Church,
Virginia
|
+$223K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$223K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$50K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$16K |
WHLRP Hedge Fund Activity: Q3 2014 in Review
6 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q3 2014, worth a combined $2.27M — up 227% from $694K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WHLRP positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Bulldog Investors, opening a new position worth an estimated $993K. The largest seller was Bank of America, exiting entirely with an estimated $50K sold.
- 6 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q3 2014, up from 5 in Q2 2014.
- Funds reported $2.27M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q3 2014, up 227% quarter-over-quarter.
- 4 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q3 2014 and 3 closed out, a net change of +1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q3 2014 was Bulldog Investors, an estimated $993K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q3 2014 was Bank of America, an estimated $50K sold.
Based on aggregated 13F filings for Q3 2014.