Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
14 hedge funds and large institutions have $6.54M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 1 closing their positions.
11% more capital invested
Capital invested by funds: $5.88M → $6.54M (+$658K)
1.65% less ownership
Funds ownership: 50.14% → 48.5% (-1.6%)
7% less funds holding
Funds holding: 15 → 14 (-1)
75% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 8
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$243K |
| 2 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Steamboat Capital Partners
Rye,
New York
|
-$263K |
| 2 |
BFM
Boothbay Fund Management
New York
|
-$163K |
| 3 |
PC
PA Capital
Richmond,
Virginia
|
-$74.8K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$39.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$19.8K |
WHLRP Hedge Fund Activity: Q2 2020 in Review
14 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q2 2020, worth a combined $6.54M — up 11% from $5.88M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WHLRP and 0 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 2 added.
The largest buyer was Kennedy Capital Management, adding an estimated $243K. The largest seller was Steamboat Capital Partners, cutting an estimated $263K.
- 14 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q2 2020, down from 15 in Q1 2020.
- Funds reported $6.54M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q2 2020, up 11% quarter-over-quarter.
- 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q2 2020 and 1 closed out, a net change of -1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q2 2020 was Kennedy Capital Management, an estimated $243K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q2 2020 was Steamboat Capital Partners, an estimated $263K sold.
Based on aggregated 13F filings for Q2 2020.