WHLRP
Wheeler Real Estate Investment Trust, Inc. Preferred Stock
WHLRP
WHLRP
9 hedge funds and large institutions have $16.3M invested in Wheeler Real Estate Investment Trust, Inc. Preferred Stock in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
1
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
$0 |
| 2 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
$0 |
| 3 |
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FM
1
Forward Management
San Francisco,
California
| $8.39M | +$8.39M | +390,000 | New |
|
|
OAM
2
Orinda Asset Management
Lafayette,
California
| $5.21M | +$5.21M | +242,100 | New |
|
|
DI
3
Diligent Investors
Redlands,
California
| $1.08M | +$1.08M | +50,035 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $598K | +$3.56K | +165 | +0.6% |
|
5
Creative Planning
Overland Park,
Kansas
| $458K | – | – | – |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $375K | +$375K | +17,375 | New |
|
|
6CM
7
683 Capital Management
New York
| $225K | – | – | – |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $11K | +$11K | +500 | New |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $5K | +$5K | +229 | New |
|
|
YMRC
10
Yorktown Management & Research Company
Forest,
Virginia
| – | -$77K | -50,000 | Closed |
|
|
11
Morgan Stanley
New York
| – | -$88K | -4,200 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$6K | -297 | Closed |
|