Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
10 hedge funds and large institutions have $3.06M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.
857% more capital invested
Capital invested by funds: $320K → $3.06M (+$2.74M)
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
400% more funds holding
Funds holding: 2 → 10 (+8)
22.75% more ownership
Funds ownership: 1.59% → 24.34% (+23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Steamboat Capital Partners
Rye,
New York
|
+$1.72M |
| 2 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$651K |
| 3 |
CCP
Corbin Capital Partners
New York
|
+$395K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$373K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$311K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCP
1
Steamboat Capital Partners
Rye,
New York
| $1.46M | +$1.72M | +217,450 | New |
|
|
NAM
2
Nexpoint Asset Management
Dallas,
Texas
| $554K | +$651K | +82,301 | New |
|
|
CCP
3
Corbin Capital Partners
New York
| $337K | +$395K | +50,000 | New |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $317K | +$373K | +47,213 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $184K | +$217K | +27,390 | New |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $117K | +$138K | +17,460 | New |
|
|
TAM
7
Third Avenue Management
New York
| $81K | +$94.9K | +12,000 | New |
|
|
LWA
8
Lowe Wealth Advisors
Columbia,
Maryland
| $6K | – | – | – |
|
9
Morgan Stanley
New York
| $2K | +$2.55K | +322 | New |
|
|
KCM
10
Kennedy Capital Management
St Louis,
Missouri
| – | -$311K | -28,959 | Closed |
|
11
UBS Group
Zurich,
Switzerland
| – | +$380 | +48 | New |
|
WHLRP Hedge Fund Activity: Q4 2021 in Review
10 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q4 2021, worth a combined $3.06M — up 857% from $320K a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WHLRP positions and 1 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Steamboat Capital Partners, opening a new position worth an estimated $1.72M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $311K sold.
- 10 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2021, up from 2 in Q3 2021.
- Funds reported $3.06M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2021, up 857% quarter-over-quarter.
- 9 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q4 2021 and 1 closed out, a net change of +8 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q4 2021 was Steamboat Capital Partners, an estimated $1.72M added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q4 2021 was Kennedy Capital Management, an estimated $311K sold.
Based on aggregated 13F filings for Q4 2021.