WHLRP
Wheeler Real Estate Investment Trust, Inc. Preferred Stock
WHLRP
WHLRP
8 hedge funds and large institutions have $16.7M invested in Wheeler Real Estate Investment Trust, Inc. 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.
New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
-2
Holders Change %
-20%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
1
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
$660K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FM
1
Forward Management
San Francisco,
California
| $8.66M | – | – | – |
|
|
OAM
2
Orinda Asset Management
Lafayette,
California
| $5.23M | -$189K | -8,500 | -3% |
|
|
DI
3
Diligent Investors
Redlands,
California
| $1.07M | -$998 | -45 | -0.1% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $660K | +$28.4K | +1,280 | +4% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $612K | -$3.66K | -165 | -0.6% |
|
6
Creative Planning
Overland Park,
Kansas
| $480K | – | – | – |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $17K | – | – | – |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $11K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| – | -$15K | -688 | Closed |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$2K | -100 | Closed |
|