Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
10 hedge funds and large institutions have $16.6M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
40.23% more ownership
Funds ownership: 0% → 40.23% (+40%)
11% more funds holding
Funds holding: 9 → 10 (+1)
2% more capital invested
Capital invested by funds: $16.3M → $16.6M (+$306K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DI
Diligent Investors
Redlands,
California
|
+$18.2K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$16.2K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$7.03K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$973 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
6CM
683 Capital Management
New York
|
-$208K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FM
1
Forward Management
San Francisco,
California
| $8.63M | – | – | – |
|
|
OAM
2
Orinda Asset Management
Lafayette,
California
| $5.36M | – | – | – |
|
|
DI
3
Diligent Investors
Redlands,
California
| $1.12M | +$18.2K | +840 | +2% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $621K | +$7.03K | +325 | +1% |
|
5
Creative Planning
Overland Park,
Kansas
| $470K | – | – | – |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $386K | +$973 | +45 | +0.3% |
|
|
6CM
7
683 Capital Management
New York
| $29K | -$208K | -9,601 | -88% |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $17K | +$16.2K | +750 | New |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $11K | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$4.52K | -209 | -91% |
|
WHLRP Hedge Fund Activity: Q4 2016 in Review
10 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q4 2016, worth a combined $16.6M — up 1.9% from $16.3M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WHLRP positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Diligent Investors, adding an estimated $18.2K. The largest seller was 683 Capital Management, cutting an estimated $208K.
- 10 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2016, up from 9 in Q3 2016.
- Funds reported $16.6M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2016, up 1.9% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q4 2016 and 0 closed out, a net change of +1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q4 2016 was Diligent Investors, an estimated $18.2K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q4 2016 was 683 Capital Management, an estimated $208K sold.
Based on aggregated 13F filings for Q4 2016.