Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
5 hedge funds and large institutions have $3.72M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2015 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
25% more funds holding
Funds holding: 4 → 5 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
13% less capital invested
Capital invested by funds: $4.26M → $3.72M (-$537K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$106K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$19.4K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$529 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$121K |
| 2 |
6CM
683 Capital Management
New York
|
-$6.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
1
Hilton Capital Management
Garden City,
New York
| $2.35M | – | – | – |
|
|
LTFS
2
Ladenburg Thalmann Financial Services
Miami,
Florida
| $632K | +$19.4K | +845 | +3% |
|
|
6CM
3
683 Capital Management
New York
| $557K | -$6.9K | -300 | -1% |
|
|
4
Morgan Stanley
New York
| $104K | +$106K | +4,600 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $73K | -$121K | -5,270 | -62% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $5K | +$529 | +23 | +11% |
|
WHLRP Hedge Fund Activity: Q4 2015 in Review
5 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q4 2015, worth a combined $3.72M — down 13% from $4.26M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WHLRP positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $106K. The largest seller was UBS Group, cutting an estimated $121K.
- 5 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2015, up from 4 in Q3 2015.
- Funds reported $3.72M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2015, down 13% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q4 2015 and 0 closed out, a net change of +1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q4 2015 was Morgan Stanley, an estimated $106K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q4 2015 was UBS Group, an estimated $121K sold.
Based on aggregated 13F filings for Q4 2015.