Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
4 hedge funds and large institutions have $4.26M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
56% less funds holding
Funds holding: 9 → 4 (-5)
69% less capital invested
Capital invested by funds: $13.8M → $4.26M (-$9.55M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$187K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$4.02M |
| 2 |
GC
Gratia Capital
Los Angeles,
California
|
-$1.15M |
| 3 |
6CM
683 Capital Management
New York
|
-$864K |
| 4 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
-$412K |
| 5 |
MFP
Michael F. Price
|
-$359K |
WHLRP Hedge Fund Activity: Q3 2015 in Review
4 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q3 2015, worth a combined $4.26M — down 69% from $13.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WHLRP and 0 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was UBS Group, adding an estimated $187K. The largest seller was Bulldog Investors, exiting entirely with an estimated $4.02M sold.
- 4 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q3 2015, down from 9 in Q2 2015.
- Funds reported $4.26M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q3 2015, down 69% quarter-over-quarter.
- 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q3 2015 and 5 closed out, a net change of -5 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q3 2015 was UBS Group, an estimated $187K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q3 2015 was Bulldog Investors, an estimated $4.02M sold.
Based on aggregated 13F filings for Q3 2015.