Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
7 hedge funds and large institutions have $3.21M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
212% more capital invested
Capital invested by funds: $1.03M → $3.21M (+$2.18M)
133% more funds holding
Funds holding: 3 → 7 (+4)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gratia Capital
Los Angeles,
California
|
+$991K |
| 2 |
6CM
683 Capital Management
New York
|
+$340K |
| 3 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
+$338K |
| 4 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$250K |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$200K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$88.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
1
Gratia Capital
Los Angeles,
California
| $1.15M | +$991K | +47,968 | New |
|
|
LTFS
2
Ladenburg Thalmann Financial Services
Miami,
Florida
| $548K | -$88.1K | -4,265 | -16% |
|
|
EC
3
EJF Capital
Arlington,
Virginia
| $433K | +$168K | +8,111 | +81% |
|
|
EVC
4
Eidelman Virant Capital
Saint Louis,
Missouri
| $391K | +$338K | +16,348 | New |
|
|
6CM
5
683 Capital Management
New York
| $388K | +$340K | +16,445 | New |
|
|
OAM
6
Orinda Asset Management
Lafayette,
California
| $289K | +$250K | +12,100 | New |
|
7
UBS Group
Zurich,
Switzerland
| $11K | +$9.85K | +477 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$200K | -9,000 | Closed |
|
WHLRP Hedge Fund Activity: Q1 2015 in Review
7 of the 3,753 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 $3.21M — up 212% from $1.03M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WHLRP positions and 1 closed out — a net gain of 4 holders — while 1 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.
- 7 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2015, up from 3 in Q4 2014.
- Funds reported $3.21M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2015, up 212% 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.