WHLRP

Wheeler Real Estate Investment Trust Preferred Stock
WHLRP

Overview Fund Trends Analyst Outlook Journalist POV

12 hedge funds and large institutions have $12.7M invested in Wheeler Real Estate Investment Trust 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

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$228K
2
+$170K
3
+$36K
4
Morgan Stanley
Morgan Stanley
New York
+$26K
5
OAM
Orinda Asset Management
California
+$6.73K

Top Sellers

1
-$1.09M
2
-$41.5K
3
-$27.1K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$20.4K
5
DI
Diligent Investors
California
-$8.54K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$5.57M
2
$3.44M
3
$1.25M
4
$569K
5
$511K
6
$416K
7
$412K
8
$266K
9
$153K
10
$36K
11
$26K
12
$19K