Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
3 hedge funds and large institutions have $1.03M 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.
22% less capital invested
Capital invested by funds: $1.32M → $1.03M (-$295K)
40% less funds holding
Funds holding: 5 → 3 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$622K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGM
Alpine Global Management
New York
|
-$296K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
| $605K | +$622K | +27,190 | New |
|
|
EC
2
EJF Capital
Arlington,
Virginia
| $223K | – | – | – |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $200K | – | – | – |
|
|
AGM
4
Alpine Global Management
New York
| – | -$296K | -12,500 | Closed |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| – | -$8K | -325 | Closed |
|
WHLRP Hedge Fund Activity: Q4 2014 in Review
3 of the 3,750 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 $1.03M — down 22% from $1.32M 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.
- 3 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2014, down from 5 in Q3 2014.
- Funds reported $1.03M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2014, down 22% 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.