Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
10 hedge funds and large institutions have $2.37M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
129% more capital invested
Capital invested by funds: $1.04M → $2.37M (+$1.34M)
35% more ownership
Funds ownership: 29.67% → 64.67% (+35%)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$17.8K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$67 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $1.31M | +$1.41M | +817,085 | New |
|
|
SCP
2
Steamboat Capital Partners
Rye,
New York
| $362K | – | – | – |
|
|
MF
3
Magnetar Financial
Evanston,
Illinois
| $351K | – | – | – |
|
|
NAM
4
Nexpoint Asset Management
Dallas,
Texas
| $132K | – | – | – |
|
|
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| $102K | – | – | – |
|
|
CCP
6
Corbin Capital Partners
New York
| $80.3K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $33.4K | – | – | – |
|
|
LWA
8
Lowe Wealth Advisors
Columbia,
Maryland
| $1.45K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $501 | -$67 | -39 | -11% |
|
10
Commonwealth Equity Services
Waltham,
Massachusetts
| $27 | – | – | – |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$17.8K | -11,710 | Closed |
|
WHLRP Hedge Fund Activity: Q1 2023 in Review
10 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q1 2023, worth a combined $2.37M — up 129% from $1.04M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WHLRP and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.
The largest buyer was Stilwell Value, opening a new position worth an estimated $1.41M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $17.8K sold.
- 10 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2023, down from 11 in Q4 2022.
- Funds reported $2.37M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2023, up 129% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q1 2023 was Stilwell Value, an estimated $1.41M added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q1 2023 was Susquehanna International Group, an estimated $17.8K sold.
Based on aggregated 13F filings for Q1 2023.