Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
10 hedge funds and large institutions have $18.1M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
9% more capital invested
Capital invested by funds: $16.6M → $18.1M (+$1.5M)
0.12% more ownership
Funds ownership: 40.23% → 40.34% (+0.12%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$59K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$46.7K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$9.44K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.08K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.89K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
6CM
683 Capital Management
New York
|
-$29K |
| 2 |
DI
Diligent Investors
Redlands,
California
|
-$28.3K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$13.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FM
1
Forward Management
San Francisco,
California
| $9.4M | – | – | – |
|
|
OAM
2
Orinda Asset Management
Lafayette,
California
| $5.88M | +$59K | +2,500 | +1% |
|
|
DI
3
Diligent Investors
Redlands,
California
| $1.19M | -$28.3K | -1,200 | -2% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $656K | -$13.3K | -565 | -2% |
|
|
5
Creative Planning
Overland Park,
Kansas
| $516K | +$9.44K | +400 | +2% |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $463K | +$46.7K | +1,980 | +11% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $18K | – | – | – |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $12K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $7K | +$7.08K | +300 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $2K | +$1.89K | +80 | +400% |
|
|
6CM
11
683 Capital Management
New York
| – | -$29K | -1,313 | Closed |
|
WHLRP Hedge Fund Activity: Q1 2017 in Review
10 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q1 2017, worth a combined $18.1M — up 9% from $16.6M a quarter earlier.
Fund positioning in WHLRP was balanced in Q1 2017: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Orinda Asset Management, adding an estimated $59K. The largest seller was 683 Capital Management, exiting entirely with an estimated $29K sold.
- 10 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $18.1M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2017, up 9% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q1 2017 and 1 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q1 2017 was Orinda Asset Management, an estimated $59K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q1 2017 was 683 Capital Management, an estimated $29K sold.
Based on aggregated 13F filings for Q1 2017.