Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
17 hedge funds and large institutions have $9.05M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.
61% more capital invested
Capital invested by funds: $5.63M → $9.05M (+$3.42M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
6% more funds holding
Funds holding: 16 → 17 (+1)
4.33% less ownership
Funds ownership: 63.81% → 59.48% (-4.3%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$3.15M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$331K |
| 3 |
PC
PA Capital
Richmond,
Virginia
|
+$321K |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$246K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Forward Management
San Francisco,
California
|
-$3.33M |
| 2 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$706K |
| 3 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$698K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$117K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$73K |
WHLRP Hedge Fund Activity: Q1 2019 in Review
17 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q1 2019, worth a combined $9.05M — up 61% from $5.63M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WHLRP positions and 4 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Steamboat Capital Partners, adding an estimated $3.15M. The largest seller was Forward Management, cutting an estimated $3.33M.
- 17 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2019, up from 16 in Q4 2018.
- Funds reported $9.05M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2019, up 61% quarter-over-quarter.
- 5 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q1 2019 and 4 closed out, a net change of +1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q1 2019 was Steamboat Capital Partners, an estimated $3.15M added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q1 2019 was Forward Management, an estimated $3.33M sold.
Based on aggregated 13F filings for Q1 2019.