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WHLRP

Wheeler Real Estate Investment Trust Preferred Stock
WHLRP

2 hedge funds and large institutions have $2.26M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2021 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

22.79% less ownership

Funds ownership: 33.7% → 10.91% (-23%)

50% less funds holding

Funds holding: 4 → 2 (-2)

73% less capital invested

Capital invested by funds: $8.24M → $2.26M (-$5.98M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
2
Holders Change
-2
Holders Change %
-50%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$682K

Top Sellers

Rank Fund Capital Flow
1
SCP
Steamboat Capital Partners
New York
-$6.24M
2
NFSG
Newbridge Financial Services Group
Florida
-$40K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1
Kennedy Capital Management
Missouri
$2.25M +$682K +54,412 +36%
LWA
2
Lowe Wealth Advisors
Maryland
$10K – – –
SCP
3
Steamboat Capital Partners
New York
– -$6.24M -479,805 Closed
NFSG
4
Newbridge Financial Services Group
Florida
– -$40K -3,100 Closed

WHLRP Hedge Fund Activity: Q1 2021 in Review

2 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q1 2021, worth a combined $2.26M — down 73% from $8.24M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of WHLRP and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Kennedy Capital Management, adding an estimated $682K. The largest seller was Steamboat Capital Partners, exiting entirely with an estimated $6.24M sold.

  • 2 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2021, down from 4 in Q4 2020.
  • Funds reported $2.26M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2021, down 73% quarter-over-quarter.
  • 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q1 2021 and 2 closed out, a net change of -2 holders.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q1 2021 was Kennedy Capital Management, an estimated $682K added.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q1 2021 was Steamboat Capital Partners, an estimated $6.24M sold.

Based on aggregated 13F filings for Q1 2021.