WHLRP
Wheeler Real Estate Investment Trust, Inc. Preferred Stock
WHLRP
WHLRP
12 hedge funds and large institutions have $12.7M invested in Wheeler Real Estate Investment Trust, Inc. Preferred Stock in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
3
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FM
1
Forward Management
San Francisco,
California
| $5.57M | -$27.1K | -1,891 | -0.5% |
|
|
OAM
2
Orinda Asset Management
Lafayette,
California
| $3.44M | +$6.73K | +470 | +0.2% |
|
|
LCM
3
LDR Capital Management
New York
| $1.25M | -$1.09M | -76,148 | -47% |
|
|
IAA
4
Independent Advisor Alliance
Charlotte,
North Carolina
| $569K | +$170K | +12,391 | +43% |
|
|
SPCP
5
Snow Park Capital Partners
New York
| $511K | +$228K | +16,048 | +81% |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $416K | -$4.97K | -350 | -1% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $412K | -$20.4K | -1,435 | -5% |
|
8
Creative Planning
Overland Park,
Kansas
| $266K | -$41.5K | -2,919 | -14% |
|
|
DI
9
Diligent Investors
Redlands,
California
| $153K | -$8.55K | -600 | -5% |
|
10
UBS Group
Zurich,
Switzerland
| $36K | +$36K | +2,515 | New |
|
11
Morgan Stanley
New York
| $26K | +$26K | +1,800 | New |
|
|
AG
12
Advisor Group
Phoenix,
Arizona
| $19K | – | – | – |
|