WHLRP

Wheeler Real Estate Investment Trust, Inc. Preferred Stock

17 hedge funds and large institutions have $9.05M invested in Wheeler Real Estate Investment Trust, Inc. 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.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCP
1
Steamboat Capital Partners
New York
$4.64M +$3.89M +299,346 +519%
FM
2
Forward Management
California
$788K -$4.11M -316,297 -84%
EVC
3
Eidelman Virant Capital
Missouri
$701K -$98.7K -66,289 -12%
KCM
4
Kennedy Capital Management
Missouri
$408K +$408K +31,395 New
GSWM
5
Golden State Wealth Management
California
$373K +$373K +28,699 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$362K -$6.75K -520 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$362K -$1.1K -85 -0.3%
PC
8
PA Capital
Virginia
$333K +$333K +30,516 New
WAM
9
Wolverine Asset Management
Illinois
$312K -$144K -11,075 -32%
BFM
10
Boothbay Fund Management
New York
$304K +$304K +23,353 New
Creative Planning
11
Creative Planning
Kansas
$243K
DI
12
Diligent Investors
California
$133K
UBS Group
13
UBS Group
Switzerland
$38K +$22.7K +1,735 +149%
LWA
14
Lowe Wealth Advisors
Maryland
$20K
AG
15
Advisor Group
Arizona
$17K
Citigroup
16
Citigroup
New York
$13K
EFSCE
17
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3K +200 New
OAM
18
Orinda Asset Management
California
-$706K -90,761 Closed
Wells Fargo
19
Wells Fargo
California
-$73K -9,400 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$14K -1,800 Closed
QCIG
21
Quad-Cities Investment Group
Iowa
-$5K -500 Closed