WHLRP
Wheeler Real Estate Investment Trust, Inc. Preferred Stock
WHLRP
WHLRP
11 hedge funds and large institutions have $12.4M invested in Wheeler Real Estate Investment Trust, Inc. Preferred Stock in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
1
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Citigroup
New York
|
+$10K |
| 2 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
+$2K |
| 3 |
FM
Forward Management
San Francisco,
California
|
+$161 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FM
1
Forward Management
San Francisco,
California
| $6.24M | +$161 | +10 | +0% |
|
|
OAM
2
Orinda Asset Management
Lafayette,
California
| $3.38M | -$477K | -29,695 | -12% |
|
|
LCM
3
LDR Capital Management
New York
| $1.39M | -$10.6K | -660 | -0.8% |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $471K | – | – | – |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $412K | – | – | – |
|
6
Creative Planning
Overland Park,
Kansas
| $301K | – | – | – |
|
|
DI
7
Diligent Investors
Redlands,
California
| $165K | -$8.05K | -500 | -5% |
|
8
Morgan Stanley
New York
| $28K | – | – | – |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $22K | – | – | – |
|
|
10
Citigroup
New York
| $10K | +$10K | +630 | New |
|
|
QCIG
11
Quad-Cities Investment Group
Davenport,
Iowa
| $2K | +$2K | +100 | New |
|
|
IAA
12
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$569K | -41,491 | Closed |
|
|
SPCP
13
Snow Park Capital Partners
New York
| – | -$511K | -35,980 | Closed |
|
14
UBS Group
Zurich,
Switzerland
| – | -$36K | -2,515 | Closed |
|