Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
16 hedge funds and large institutions have $9.9M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.
5.22% more ownership
Funds ownership: 42.73% → 47.96% (+5.2%)
4% more capital invested
Capital invested by funds: $9.53M → $9.9M (+$369K)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
6% less funds holding
Funds holding: 17 → 16 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$947K |
| 2 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$680K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$109K |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$55.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$26.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Steamboat Capital Partners
Rye,
New York
|
-$309K |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$150K |
| 3 |
DI
Diligent Investors
Redlands,
California
|
-$120K |
| 4 |
PC
PA Capital
Richmond,
Virginia
|
-$64.6K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.62K |
WHLRP Hedge Fund Activity: Q4 2019 in Review
16 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q4 2019, worth a combined $9.9M — up 3.9% from $9.53M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WHLRP and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $947K. The largest seller was Steamboat Capital Partners, cutting an estimated $309K.
- 16 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2019, down from 17 in Q3 2019.
- Funds reported $9.9M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2019, up 3.9% quarter-over-quarter.
- 2 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q4 2019 and 3 closed out, a net change of -1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q4 2019 was Morgan Stanley, an estimated $947K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q4 2019 was Steamboat Capital Partners, an estimated $309K sold.
Based on aggregated 13F filings for Q4 2019.