Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
6 hedge funds and large institutions have $1.42M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
8% less capital invested
Capital invested by funds: $1.54M → $1.42M (-$121K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
6CM
683 Capital Management
New York
|
-$282K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$30.7K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$13K |
| 4 |
Morgan Stanley
New York
|
-$8.23K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
| $574K | -$4.11K | -200 | -0.7% |
|
2
Creative Planning
Overland Park,
Kansas
| $446K | – | – | – |
|
|
6CM
3
683 Capital Management
New York
| $225K | -$282K | -13,718 | -56% |
|
|
4
Morgan Stanley
New York
| $88K | -$8.23K | -400 | -9% |
|
|
YMRC
5
Yorktown Management & Research Company
Forest,
Virginia
| $77K | +$1.03M | +50,000 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $6K | -$30.7K | -1,491 | -83% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| – | -$13K | -638 | Closed |
|
WHLRP Hedge Fund Activity: Q2 2016 in Review
6 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q2 2016, worth a combined $1.42M — down 7.9% from $1.54M a quarter earlier.
Fund positioning in WHLRP was balanced in Q2 2016: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 4 trimmed.
The largest buyer was Yorktown Management & Research Company, opening a new position worth an estimated $1.03M. The largest seller was 683 Capital Management, cutting an estimated $282K.
- 6 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $1.42M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q2 2016, down 7.9% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q2 2016 and 1 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q2 2016 was Yorktown Management & Research Company, an estimated $1.03M added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q2 2016 was 683 Capital Management, an estimated $282K sold.
Based on aggregated 13F filings for Q2 2016.