Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
9 hedge funds and large institutions have $13.8M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
206% more capital invested
Capital invested by funds: $4.52M → $13.8M (+$9.29M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
13% more funds holding
Funds holding: 8 → 9 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$2.75M |
| 2 |
6CM
683 Capital Management
New York
|
+$1.11M |
| 3 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
+$419K |
| 4 |
MFP
Michael F. Price
|
+$366K |
| 5 |
FMA
FNY Managed Accounts
New York
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$433K |
| 2 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$391K |
| 3 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$289K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$7.07K |
WHLRP Hedge Fund Activity: Q2 2015 in Review
9 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q2 2015, worth a combined $13.8M — up 206% from $4.52M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WHLRP positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Bulldog Investors, adding an estimated $2.75M. The largest seller was EJF Capital, exiting entirely with an estimated $433K sold.
- 9 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q2 2015, up from 8 in Q1 2015.
- Funds reported $13.8M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q2 2015, up 206% quarter-over-quarter.
- 4 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q2 2015 and 3 closed out, a net change of +1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q2 2015 was Bulldog Investors, an estimated $2.75M added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q2 2015 was EJF Capital, an estimated $433K sold.
Based on aggregated 13F filings for Q2 2015.