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WHLRP

Wheeler Real Estate Investment Trust Preferred Stock

8 hedge funds and large institutions have $4.52M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

136% more capital invested

Capital invested by funds: $1.92M → $4.52M (+$2.6M)

100% more funds holding

Funds holding: 48 (+4)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

Holders
8
Holders Change
+4
Holders Change %
+100%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

WHLRP Hedge Fund Activity: Q1 2015 in Review

8 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q1 2015, worth a combined $4.52M — up 136% from $1.92M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WHLRP positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Gratia Capital, opening a new position worth an estimated $991K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $200K sold.

  • 8 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2015, up from 4 in Q4 2014.
  • Funds reported $4.52M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2015, up 136% quarter-over-quarter.
  • 5 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q1 2015 and 1 closed out, a net change of +4 holders.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q1 2015 was Gratia Capital, an estimated $991K added.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q1 2015 was Susquehanna International Group, an estimated $200K sold.

Based on aggregated 13F filings for Q1 2015.