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WHLRP

Wheeler Real Estate Investment Trust Preferred Stock
WHLRP

16 hedge funds and large institutions have $14.1M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

45% more funds holding

Funds holding: 11 → 16 (+5)

14% more capital invested

Capital invested by funds: $12.4M → $14.1M (+$1.69M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.92% less ownership

Funds ownership: 41.28% → 40.36% (-0.92%)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
4
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$172K
2
UBS Group
UBS Group
Switzerland
+$29.5K
3
LWA
Lowe Wealth Advisors
Maryland
+$29.3K
4
PAMG
Patton Albertson Miller Group
Tennessee
+$18.3K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$18.3K

Top Sellers

Rank Fund Capital Flow
1
OAM
Orinda Asset Management
California
-$598K
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1
Forward Management
California
$7.21M – – –
OAM
2
Orinda Asset Management
California
$3.31M -$598K -32,614 -15%
LCM
3
LDR Capital Management
New York
$1.61M +$422 +23 +0%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$547K – – –
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$543K +$1.83K +100 +0.3%
Creative Planning
6
Creative Planning
Kansas
$349K – – –
DI
7
Diligent Investors
California
$191K – – –
Wells Fargo
8
Wells Fargo
California
$175K +$172K +9,400 New
Morgan Stanley
9
Morgan Stanley
New York
$33K – – –
LWA
10
Lowe Wealth Advisors
Maryland
$30K +$29.3K +1,600 New
UBS Group
11
UBS Group
Switzerland
$30K +$29.5K +1,607 New
AG
12
Advisor Group
Arizona
$25K – – –
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$19K +$18.3K +1,000 New
Citigroup
14
Citigroup
New York
$18K +$6.42K +350 +56%
PAMG
15
Patton Albertson Miller Group
Tennessee
$17K +$18.3K +1,000 New
QCIG
16
Quad-Cities Investment Group
Iowa
$6K +$3.67K +200 +200%

WHLRP Hedge Fund Activity: Q3 2018 in Review

16 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q3 2018, worth a combined $14.1M — up 14% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WHLRP positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $172K. The largest seller was Orinda Asset Management, cutting an estimated $598K.

  • 16 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q3 2018, up from 11 in Q2 2018.
  • Funds reported $14.1M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q3 2018, up 14% quarter-over-quarter.
  • 5 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q3 2018 and 0 closed out, a net change of +5 holders.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q3 2018 was Wells Fargo, an estimated $172K added.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q3 2018 was Orinda Asset Management, an estimated $598K sold.

Based on aggregated 13F filings for Q3 2018.