Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
10 hedge funds and large institutions have $20.1M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
20% more capital invested
Capital invested by funds: $16.7M → $20.1M (+$3.32M)
9.48% more ownership
Funds ownership: 40.32% → 49.8% (+9.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$614K |
| 2 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$85.5K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$60.1K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$12.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DI
Diligent Investors
Redlands,
California
|
-$779K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$11K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FM
1
Forward Management
San Francisco,
California
| $8.35M | – | – | – |
|
|
OAM
2
Orinda Asset Management
Lafayette,
California
| $5.15M | +$85.5K | +4,053 | +2% |
|
|
LCM
3
LDR Capital Management
New York
| $3.51M | +$3.44M | +163,222 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $666K | +$60.1K | +2,846 | +10% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $650K | -$1.16K | -55 | -0.2% |
|
|
IAA
6
Independent Advisor Alliance
Charlotte,
North Carolina
| $546K | +$614K | +29,100 | New |
|
7
Creative Planning
Overland Park,
Kansas
| $473K | – | – | – |
|
|
SPCP
8
Snow Park Capital Partners
New York
| $436K | +$421K | +19,932 | New |
|
|
DI
9
Diligent Investors
Redlands,
California
| $248K | -$779K | -36,887 | -76% |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $29K | +$12.5K | +590 | +79% |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| – | -$11K | -500 | Closed |
|
WHLRP Hedge Fund Activity: Q4 2017 in Review
10 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q4 2017, worth a combined $20.1M — up 20% from $16.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WHLRP positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $614K. The largest seller was Diligent Investors, cutting an estimated $779K.
- 10 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2017, up from 8 in Q3 2017.
- Funds reported $20.1M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2017, up 20% quarter-over-quarter.
- 3 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q4 2017 and 1 closed out, a net change of +2 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q4 2017 was Independent Advisor Alliance, an estimated $614K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q4 2017 was Diligent Investors, an estimated $779K sold.
Based on aggregated 13F filings for Q4 2017.