Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
10 hedge funds and large institutions have $17.1M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2017 Q2 according to their latest regulatory filings, with 0 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
0.42% more ownership
Funds ownership: 40.34% → 40.76% (+0.42%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $18.1M → $17.1M (-$1.08M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$209K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.96K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$5.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DI
Diligent Investors
Redlands,
California
|
-$32.3K |
| 2 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$11.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FM
1
Forward Management
San Francisco,
California
| $8.72M | – | – | – |
|
|
OAM
2
Orinda Asset Management
Lafayette,
California
| $5.47M | -$11.6K | -500 | -0.2% |
|
|
DI
3
Diligent Investors
Redlands,
California
| $1.09M | -$32.3K | -1,400 | -3% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $640K | +$209K | +9,050 | +47% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $624K | +$5.66K | +245 | +0.9% |
|
6
Creative Planning
Overland Park,
Kansas
| $486K | – | – | – |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $17K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $15K | +$8.96K | +388 | +129% |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $11K | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $2K | – | – | – |
|
WHLRP Hedge Fund Activity: Q2 2017 in Review
10 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q2 2017, worth a combined $17.1M — down 5.9% from $18.1M a quarter earlier.
Fund positioning in WHLRP was balanced in Q2 2017: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $209K. The largest seller was Diligent Investors, cutting an estimated $32.3K.
- 10 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $17.1M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q2 2017, down 5.9% quarter-over-quarter.
- 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q2 2017 and 0 closed out.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q2 2017 was Commonwealth Equity Services, an estimated $209K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q2 2017 was Diligent Investors, an estimated $32.3K sold.
Based on aggregated 13F filings for Q2 2017.