Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
9 hedge funds and large institutions have $16.3M invested in Wheeler Real Estate Investment Trust 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.
1,054% more capital invested
Capital invested by funds: $1.42M → $16.3M (+$14.9M)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more funds holding
Funds holding: 6 → 9 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Forward Management
San Francisco,
California
|
+$8.35M |
| 2 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$5.18M |
| 3 |
DI
Diligent Investors
Redlands,
California
|
+$1.07M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$372K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$88K |
| 2 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$77K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FM
1
Forward Management
San Francisco,
California
| $8.38M | +$8.35M | +390,000 | New |
|
|
OAM
2
Orinda Asset Management
Lafayette,
California
| $5.21M | +$5.18M | +242,100 | New |
|
|
DI
3
Diligent Investors
Redlands,
California
| $1.07M | +$1.07M | +50,035 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $598K | +$3.53K | +165 | +0.6% |
|
5
Creative Planning
Overland Park,
Kansas
| $458K | – | – | – |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $375K | +$372K | +17,375 | New |
|
|
6CM
7
683 Capital Management
New York
| $225K | – | – | – |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $11K | +$10.7K | +500 | New |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $5K | +$4.9K | +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 |
|
WHLRP Hedge Fund Activity: Q3 2016 in Review
9 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q3 2016, worth a combined $16.3M — up 1,054% from $1.42M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WHLRP positions and 3 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Forward Management, opening a new position worth an estimated $8.35M. The largest seller was Morgan Stanley, exiting entirely with an estimated $88K sold.
- 9 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q3 2016, up from 6 in Q2 2016.
- Funds reported $16.3M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q3 2016, up 1,054% quarter-over-quarter.
- 6 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q3 2016 and 3 closed out, a net change of +3 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q3 2016 was Forward Management, an estimated $8.35M added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q3 2016 was Morgan Stanley, an estimated $88K sold.
Based on aggregated 13F filings for Q3 2016.