WHLRP

Wheeler Real Estate Investment Trust, Inc. Preferred Stock

4 hedge funds and large institutions have $8.24M invested in Wheeler Real Estate Investment Trust, Inc. Preferred Stock in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
-8
Holders Change %
-66.67%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
1
Reduced
1
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCP
1
Steamboat Capital Partners
New York
$6.24M
KCM
2
Kennedy Capital Management
Missouri
$1.95M +$592K +45,533 +44%
NFSG
3
Newbridge Financial Services Group
Florida
$40K -$63.5K -4,920 -61%
LWA
4
Lowe Wealth Advisors
Maryland
$12K
NAM
5
Nexpoint Asset Management
Texas
-$943K -97,992 Closed
Morgan Stanley
6
Morgan Stanley
New York
-$782K -79,642 Closed
WAM
7
Wolverine Asset Management
Illinois
-$323K -33,925 Closed
Osaic Holdings
8
Osaic Holdings
Arizona
-$259K -27,165 Closed
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
-$241K -25,250 Closed
BFM
10
Boothbay Fund Management
New York
-$216K -22,607 Closed
Creative Planning
11
Creative Planning
Kansas
-$179K -18,700 Closed
SV
12
Stilwell Value
New York
-$78K -8,200 Closed