Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
16 hedge funds and large institutions have $5.63M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 3 closing their positions.
23.45% more ownership
Funds ownership: 40.36% → 63.81% (+23%)
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
60% less capital invested
Capital invested by funds: $14.1M → $5.63M (-$8.48M)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
+$8.68M |
| 2 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$931K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$567K |
| 4 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
+$3.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
LDR Capital Management
New York
|
-$1.61M |
| 2 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$1.41M |
| 3 |
FM
Forward Management
San Francisco,
California
|
-$181K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$21.5K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$19K |
WHLRP Hedge Fund Activity: Q4 2018 in Review
16 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q4 2018, worth a combined $5.63M — down 60% from $14.1M a quarter earlier.
Fund positioning in WHLRP was balanced in Q4 2018: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 6 trimmed.
The largest buyer was Eidelman Virant Capital, opening a new position worth an estimated $8.68M. The largest seller was LDR Capital Management, exiting entirely with an estimated $1.61M sold.
- 16 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $5.63M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2018, down 60% quarter-over-quarter.
- 3 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q4 2018 and 3 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q4 2018 was Eidelman Virant Capital, an estimated $8.68M added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q4 2018 was LDR Capital Management, an estimated $1.61M sold.
Based on aggregated 13F filings for Q4 2018.