Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
8 hedge funds and large institutions have $16.7M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2017 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.44% less ownership
Funds ownership: 40.76% → 40.32% (-0.44%)
20% less funds holding
Funds holding: 10 → 8 (-2)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
86% less capital inflows, than outflows
Capital inflows: $28.3K | Capital outflows: $210K
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$28.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Orinda Asset Management
Lafayette,
California
|
-$188K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$15K |
| 3 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.65K |
| 4 |
Tower Research Capital (TRC)
New York
|
-$2K |
| 5 |
DI
Diligent Investors
Redlands,
California
|
-$996 |
WHLRP Hedge Fund Activity: Q3 2017 in Review
8 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q3 2017, worth a combined $16.7M — down 2% from $17.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WHLRP and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $28.3K. The largest seller was Orinda Asset Management, cutting an estimated $188K.
- 8 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q3 2017, down from 10 in Q2 2017.
- Funds reported $16.7M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q3 2017, down 2% quarter-over-quarter.
- 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q3 2017 and 2 closed out, a net change of -2 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q3 2017 was Commonwealth Equity Services, an estimated $28.3K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q3 2017 was Orinda Asset Management, an estimated $188K sold.
Based on aggregated 13F filings for Q3 2017.