Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
9 hedge funds and large institutions have $3.01M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.91% less ownership
Funds ownership: 24.34% → 23.43% (-0.91%)
2% less capital invested
Capital invested by funds: $3.06M → $3.01M (-$49K)
10% less funds holding
Funds holding: 10 → 9 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Third Avenue Management
New York
|
+$102K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$232 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$182K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$34.2K |
| 3 |
Morgan Stanley
New York
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCP
1
Steamboat Capital Partners
Rye,
New York
| $1.5M | – | – | – |
|
|
NAM
2
Nexpoint Asset Management
Dallas,
Texas
| $567K | – | – | – |
|
|
CCP
3
Corbin Capital Partners
New York
| $345K | – | – | – |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $290K | -$34.2K | -5,010 | -11% |
|
|
TAM
5
Third Avenue Management
New York
| $180K | +$102K | +15,000 | +125% |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $120K | – | – | – |
|
|
LWA
7
Lowe Wealth Advisors
Columbia,
Maryland
| $6K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $5K | -$182K | -26,640 | -97% |
|
|
9
UBS Group
Zurich,
Switzerland
| $1K | +$232 | +34 | +71% |
|
|
10
Morgan Stanley
New York
| – | -$2K | -322 | Closed |
|
WHLRP Hedge Fund Activity: Q1 2022 in Review
9 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q1 2022, worth a combined $3.01M — down 1.6% from $3.06M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WHLRP and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Third Avenue Management, adding an estimated $102K. The largest seller was Osaic Holdings, cutting an estimated $182K.
- 9 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2022, down from 10 in Q4 2021.
- Funds reported $3.01M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2022, down 1.6% quarter-over-quarter.
- 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q1 2022 and 1 closed out, a net change of -1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q1 2022 was Third Avenue Management, an estimated $102K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q1 2022 was Osaic Holdings, an estimated $182K sold.
Based on aggregated 13F filings for Q1 2022.