WHLRP

Wheeler Real Estate Investment Trust, Inc. Preferred Stock
WHLRP

Overview Fund Activity

17 hedge funds and large institutions have $9.53M invested in Wheeler Real Estate Investment Trust, Inc. Preferred Stock in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCP
Steamboat Capital Partners
New York
$6.35M
2
Wells Fargo
Wells Fargo
California
$186K
3
WAM
Wolverine Asset Management
Illinois
$282K
4
PC
PA Capital
Virginia
$461K
5
TRCT
Tower Research Capital (TRC)
New York
$2K

Top Sellers

1
GSWM
Golden State Wealth Management
California
$150K
2
BFM
Boothbay Fund Management
New York
$399K
3
AG
Advisor Group
Arizona
$9K
4
Citigroup
Citigroup
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
1
Steamboat Capital Partners
New York
$6.35M +$206K +17,329 +3%
PC
2
PA Capital
Virginia
$461K +$4.17K +351 +0.9%
BFM
3
Boothbay Fund Management
New York
$399K -$15.2K -1,279 -4%
KCM
4
Kennedy Capital Management
Missouri
$373K – – –
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$326K – – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$322K – – –
NAM
7
Nexpoint Asset Management
Texas
$301K +$301K +26,062 New
WAM
8
Wolverine Asset Management
Illinois
$282K +$115K +9,751 +69%
Creative Planning
9
Creative Planning
Kansas
$222K – – –
Wells Fargo
10
Wells Fargo
California
$186K +$186K +15,669 New
GSWM
11
Golden State Wealth Management
California
$150K -$191K -16,069 -56%
DI
12
Diligent Investors
California
$120K – – –
LWA
13
Lowe Wealth Advisors
Maryland
$19K – – –
AG
14
Advisor Group
Arizona
$9K -$7.08K -590 -44%
UBS Group
15
UBS Group
Switzerland
$6K +$832 +67 +16%
EFSCE
16
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
TRCT
17
Tower Research Capital (TRC)
New York
$2K +$2K +162 New
Citigroup
18
Citigroup
New York
– -$5K -350 Closed