Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
11 hedge funds and large institutions have $1.04M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
6.87% more ownership
Funds ownership: 22.8% → 29.67% (+6.9%)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
14% less capital invested
Capital invested by funds: $1.21M → $1.04M (-$170K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$378K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$6.08K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.11K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$852 |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$332 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
-$4K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.94K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MF
1
Magnetar Financial
Evanston,
Illinois
| $332K | +$378K | +155,917 | +249% |
|
|
SCP
2
Steamboat Capital Partners
Rye,
New York
| $330K | – | – | – |
|
|
NAM
3
Nexpoint Asset Management
Dallas,
Texas
| $125K | – | – | – |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $96.8K | +$6.08K | +2,508 | +4% |
|
|
CCP
5
Corbin Capital Partners
New York
| $76K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $32K | -$1.94K | -800 | -4% |
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $25K | – | – | – |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $17.8K | +$3.11K | +1,283 | +12% |
|
|
LWA
9
Lowe Wealth Advisors
Columbia,
Maryland
| $1.37K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $534 | +$852 | +351 | New |
|
|
AC
11
Almitas Capital
Santa Monica,
California
| – | -$4K | -1,483 | Closed |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | +$332 | +137 | +151% |
|
WHLRP Hedge Fund Activity: Q4 2022 in Review
11 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q4 2022, worth a combined $1.04M — down 14% from $1.21M a quarter earlier.
Fund positioning in WHLRP was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Magnetar Financial, adding an estimated $378K. The largest seller was Almitas Capital, exiting entirely with an estimated $4K sold.
- 11 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $1.04M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2022, down 14% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q4 2022 and 1 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q4 2022 was Magnetar Financial, an estimated $378K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q4 2022 was Almitas Capital, an estimated $4K sold.
Based on aggregated 13F filings for Q4 2022.