Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
11 hedge funds and large institutions have $1.21M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
22.76% less ownership
Funds ownership: 45.56% → 22.8% (-23%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
70% less capital invested
Capital invested by funds: $3.96M → $1.21M (-$2.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$42.9K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$39.9K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$375 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
-$1.64M |
| 2 |
TAM
Third Avenue Management
New York
|
-$84K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.38K |
| 4 |
SCP
Steamboat Capital Partners
Rye,
New York
|
-$2.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCP
1
Steamboat Capital Partners
Rye,
New York
| $499K | -$2.75K | -669 | -0.3% |
|
|
NAM
2
Nexpoint Asset Management
Dallas,
Texas
| $189K | – | – | – |
|
|
MF
3
Magnetar Financial
Evanston,
Illinois
| $144K | – | – | – |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $140K | +$39.9K | +9,693 | +19% |
|
|
CCP
5
Corbin Capital Partners
New York
| $115K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $50K | -$6.38K | -1,550 | -7% |
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $39K | – | – | – |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $24K | +$42.9K | +10,427 | New |
|
|
AC
9
Almitas Capital
Santa Monica,
California
| $4K | – | – | – |
|
|
LWA
10
Lowe Wealth Advisors
Columbia,
Maryland
| $2K | – | – | – |
|
|
SV
11
Stilwell Value
New York
| – | -$1.64M | -328,033 | Closed |
|
|
TAM
12
Third Avenue Management
New York
| – | -$84K | -17,614 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | +$375 | +91 | New |
|
WHLRP Hedge Fund Activity: Q3 2022 in Review
11 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q3 2022, worth a combined $1.21M — down 70% from $3.96M a quarter earlier.
Fund positioning in WHLRP was balanced in Q3 2022: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $42.9K. The largest seller was Stilwell Value, exiting entirely with an estimated $1.64M sold.
- 11 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $1.21M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q3 2022, down 70% quarter-over-quarter.
- 2 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q3 2022 and 2 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q3 2022 was Susquehanna International Group, an estimated $42.9K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q3 2022 was Stilwell Value, an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2022.