Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
11 hedge funds and large institutions have $3.96M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
32% more capital invested
Capital invested by funds: $3.01M → $3.96M (+$951K)
22% more funds holding
Funds holding: 9 → 11 (+2)
22.13% more ownership
Funds ownership: 23.43% → 45.56% (+22%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
+$1.84M |
| 2 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$351K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$126K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$51.9K |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
+$8.32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Third Avenue Management
New York
|
-$52.6K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.24K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $1.64M | +$1.84M | +328,033 | New |
|
|
SCP
2
Steamboat Capital Partners
Rye,
New York
| $1.11M | – | – | – |
|
|
NAM
3
Nexpoint Asset Management
Dallas,
Texas
| $411K | – | – | – |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $256K | +$51.9K | +9,263 | +22% |
|
|
CCP
5
Corbin Capital Partners
New York
| $250K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $116K | +$126K | +22,410 | +2,988% |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $85K | -$2.24K | -400 | -2% |
|
|
TAM
8
Third Avenue Management
New York
| $84K | -$52.6K | -9,386 | -35% |
|
|
AC
9
Almitas Capital
Santa Monica,
California
| $7K | +$8.32K | +1,483 | New |
|
|
LWA
10
Lowe Wealth Advisors
Columbia,
Maryland
| $4K | – | – | – |
|
|
MF
11
Magnetar Financial
Evanston,
Illinois
| $312 | +$351K | +62,595 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$1K | -82 | Closed |
|
WHLRP Hedge Fund Activity: Q2 2022 in Review
11 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q2 2022, worth a combined $3.96M — up 32% from $3.01M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WHLRP positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Stilwell Value, opening a new position worth an estimated $1.84M. The largest seller was Third Avenue Management, cutting an estimated $52.6K.
- 11 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q2 2022, up from 9 in Q1 2022.
- Funds reported $3.96M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q2 2022, up 32% quarter-over-quarter.
- 3 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q2 2022 and 1 closed out, a net change of +2 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q2 2022 was Stilwell Value, an estimated $1.84M added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q2 2022 was Third Avenue Management, an estimated $52.6K sold.
Based on aggregated 13F filings for Q2 2022.