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WHLRP

Wheeler Real Estate Investment Trust Preferred Stock
WHLRP

17 hedge funds and large institutions have $9.53M invested in Wheeler Real Estate Investment Trust 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

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

13% more funds holding

Funds holding: 15 → 17 (+2)

2.72% more ownership

Funds ownership: 40.02% → 42.73% (+2.7%)

9% less capital invested

Capital invested by funds: $10.4M → $9.53M (-$914K)

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

Rank Fund Capital Flow
1
SCP
Steamboat Capital Partners
New York
+$233K
2
Wells Fargo
Wells Fargo
California
+$211K
3
WAM
Wolverine Asset Management
Illinois
+$131K
4
PC
PA Capital
Virginia
+$4.72K
5
TRCT
Tower Research Capital (TRC)
New York
+$2.18K

Top Sellers

Rank Fund Capital Flow
1
GSWM
Golden State Wealth Management
California
-$216K
2
BFM
Boothbay Fund Management
New York
-$17.2K
3
AG
Advisor Group
Arizona
-$7.94K
4
Citigroup
Citigroup
New York
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1
Steamboat Capital Partners
New York
$6.35M +$233K +17,329 +3%
PC
2
PA Capital
Virginia
$461K +$4.72K +351 +0.9%
BFM
3
Boothbay Fund Management
New York
$399K -$17.2K -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 +$351K +26,062 New
WAM
8
Wolverine Asset Management
Illinois
$282K +$131K +9,751 +69%
Creative Planning
9
Creative Planning
Kansas
$222K – – –
Wells Fargo
10
Wells Fargo
California
$186K +$211K +15,669 New
GSWM
11
Golden State Wealth Management
California
$150K -$216K -16,069 -56%
DI
12
Diligent Investors
California
$120K – – –
LWA
13
Lowe Wealth Advisors
Maryland
$19K – – –
AG
14
Advisor Group
Arizona
$9K -$7.94K -590 -44%
UBS Group
15
UBS Group
Switzerland
$6K +$901 +67 +16%
EFSCE
16
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
TRCT
17
Tower Research Capital (TRC)
New York
$2K +$2.18K +162 New
Citigroup
18
Citigroup
New York
– -$5K -350 Closed

WHLRP Hedge Fund Activity: Q3 2019 in Review

17 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q3 2019, worth a combined $9.53M — down 8.8% from $10.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new WHLRP positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Steamboat Capital Partners, adding an estimated $233K. The largest seller was Golden State Wealth Management, cutting an estimated $216K.

  • 17 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q3 2019, up from 15 in Q2 2019.
  • Funds reported $9.53M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q3 2019, down 8.8% quarter-over-quarter.
  • 3 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q3 2019 and 1 closed out, a net change of +2 holders.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q3 2019 was Steamboat Capital Partners, an estimated $233K added.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q3 2019 was Golden State Wealth Management, an estimated $216K sold.

Based on aggregated 13F filings for Q3 2019.