Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
5 hedge funds and large institutions have $1.32M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 3 closing their positions.
91% more capital invested
Capital invested by funds: $694K → $1.32M (+$629K)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGM
Alpine Global Management
New York
|
+$310K |
| 2 |
GOCM
Grey Owl Capital Management
Falls Church,
Virginia
|
+$223K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$223K |
| 4 |
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GOCM
1
Grey Owl Capital Management
Falls Church,
Virginia
| $569K | +$223K | +9,000 | +60% |
|
|
AGM
2
Alpine Global Management
New York
| $296K | +$310K | +12,500 | New |
|
|
EC
3
EJF Capital
Arlington,
Virginia
| $237K | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $213K | +$223K | +9,000 | New |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $8K | +$8.07K | +325 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$50K | -2,000 | Closed |
|
|
U
7
UBS
Zurich,
Switzerland
| – | -$16K | -644 | Closed |
|
WHLRP Hedge Fund Activity: Q3 2014 in Review
5 of the 3,447 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 $1.32M — up 91% from $694K a quarter earlier.
Fund positioning in WHLRP was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Alpine Global Management, opening a new position worth an estimated $310K. The largest seller was Bank of America, exiting entirely with an estimated $50K sold.
- 5 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $1.32M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q3 2014, up 91% quarter-over-quarter.
- 3 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q3 2014 and 3 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q3 2014 was Alpine Global Management, an estimated $310K 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.