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WHLRP

Wheeler Real Estate Investment Trust Preferred Stock
WHLRP

2 hedge funds and large institutions have $320K invested in Wheeler Real Estate Investment Trust Preferred Stock in 2021 Q3 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2 → 2 (0)

3.08% less ownership

Funds ownership: 4.67% → 1.59% (-3.1%)

76% less capital invested

Capital invested by funds: $1.32M → $320K (-$996K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$720K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1
Kennedy Capital Management
Missouri
$311K -$720K -57,847 -67%
LWA
2
Lowe Wealth Advisors
Maryland
$9K – – –

WHLRP Hedge Fund Activity: Q3 2021 in Review

2 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q3 2021, worth a combined $320K — down 76% from $1.32M a quarter earlier.

Fund positioning in WHLRP was balanced in Q3 2021: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 1 trimmed.

The largest seller was Kennedy Capital Management, cutting an estimated $720K.

  • 2 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $320K of Wheeler Real Estate Investment Trust Preferred Stock stock for Q3 2021, down 76% quarter-over-quarter.
  • 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q3 2021 and 0 closed out.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q3 2021 was Kennedy Capital Management, an estimated $720K sold.

Based on aggregated 13F filings for Q3 2021.