Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
6 hedge funds and large institutions have $1.54M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
59% less capital invested
Capital invested by funds: $3.72M → $1.54M (-$2.19M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$417K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$8.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$28.6K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
| $548K | -$5.7K | -290 | -1% |
|
|
6CM
2
683 Capital Management
New York
| $431K | – | – | – |
|
|
3
Creative Planning
Overland Park,
Kansas
| $419K | +$417K | +21,219 | New |
|
4
Morgan Stanley
New York
| $91K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $35K | -$28.6K | -1,457 | -45% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $13K | +$8.12K | +413 | +184% |
|
WHLRP Hedge Fund Activity: Q1 2016 in Review
6 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 2016, worth a combined $1.54M — down 59% from $3.72M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WHLRP positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $417K. The largest seller was UBS Group, cutting an estimated $28.6K.
- 6 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2016, up from 5 in Q4 2015.
- Funds reported $1.54M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2016, down 59% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q1 2016 and 0 closed out, a net change of +1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q1 2016 was Creative Planning, an estimated $417K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q1 2016 was UBS Group, an estimated $28.6K sold.
Based on aggregated 13F filings for Q1 2016.