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WHLRP

Wheeler Real Estate Investment Trust Preferred Stock
WHLRP

4 hedge funds and large institutions have $1.92M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% less capital invested

Capital invested by funds: $2.27M → $1.92M (-$353K)

33% less funds holding

Funds holding: 6 → 4 (-2)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$622K

Top Sellers

Rank Fund Capital Flow
1
AGM
Alpine Global Management
New York
-$296K
2
Ameriprise
Ameriprise
Minnesota
-$8K

WHLRP Hedge Fund Activity: Q4 2014 in Review

4 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q4 2014, worth a combined $1.92M — down 16% from $2.27M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of WHLRP and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest buyer was Ladenburg Thalmann Financial Services, opening a new position worth an estimated $622K. The largest seller was Alpine Global Management, exiting entirely with an estimated $296K sold.

  • 4 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2014, down from 6 in Q3 2014.
  • Funds reported $1.92M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2014, down 16% quarter-over-quarter.
  • 1 fund opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q4 2014 and 2 closed out, a net change of -1 holder.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q4 2014 was Ladenburg Thalmann Financial Services, an estimated $622K added.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q4 2014 was Alpine Global Management, an estimated $296K sold.

Based on aggregated 13F filings for Q4 2014.