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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.

New
Increased
Maintained
Reduced
Closed

410% more capital inflows, than outflows

Capital inflows: $224K | Capital outflows: $43.9K

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)

Holders
10
Holders Change
–
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$209K
2
UBS Group
UBS Group
Switzerland
+$8.96K
3
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
+$5.66K

Top Sellers

Rank Fund Capital Flow
1
DI
Diligent Investors
California
-$32.3K
2
Orinda Asset Management
Orinda Asset Management
California
-$11.6K

WHLRP Hedge Fund Activity: Q2 2017 in Review

10 of the 4,023 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 $18.2M 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.