Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
15 hedge funds and large institutions have $5.88M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
2.19% more ownership
Funds ownership: 47.96% → 50.14% (+2.2%)
6% less funds holding
Funds holding: 16 → 15 (-1)
41% less capital invested
Capital invested by funds: $9.9M → $5.88M (-$4.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$148K |
| 2 |
SV
Stilwell Value
New York
|
+$83.2K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$68.7K |
| 4 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$68.5K |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$66.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lowe Wealth Advisors
Columbia,
Maryland
|
-$7.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.25K |
| 3 |
PA
PSI Advisors
Tampa,
Florida
|
-$3K |
| 4 |
EFSCE
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
-$2.03K |
| 5 |
PC
PA Capital
Richmond,
Virginia
|
-$1.33K |
WHLRP Hedge Fund Activity: Q1 2020 in Review
15 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q1 2020, worth a combined $5.88M — down 41% from $9.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WHLRP positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Kennedy Capital Management, adding an estimated $148K. The largest seller was Lowe Wealth Advisors, cutting an estimated $7.1K.
- 15 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2020, down from 16 in Q4 2019.
- Funds reported $5.88M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2020, down 41% quarter-over-quarter.
- 3 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q1 2020 and 2 closed out, a net change of +1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q1 2020 was Kennedy Capital Management, an estimated $148K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q1 2020 was Lowe Wealth Advisors, an estimated $7.1K sold.
Based on aggregated 13F filings for Q1 2020.