Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
10 hedge funds and large institutions have $2.38M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 3 reducing their positions, and 0 closing their positions.
0% more capital invested
Capital invested by funds: $2.37M → $2.38M (+$5.27K)
0% more funds holding
Funds holding: 10 → 10 (0)
20.69% less ownership
Funds ownership: 64.67% → 43.98% (-21%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$579 |
| 2 |
SCP
Steamboat Capital Partners
Rye,
New York
|
-$290 |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$272 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $1.31M | – | – | – |
|
|
MF
2
Magnetar Financial
Evanston,
Illinois
| $350K | – | – | – |
|
|
SCP
3
Steamboat Capital Partners
Rye,
New York
| $347K | -$290 | -200 | -0.1% |
|
|
NAM
4
Nexpoint Asset Management
Dallas,
Texas
| $132K | – | – | – |
|
|
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| $102K | – | – | – |
|
|
CCP
6
Corbin Capital Partners
New York
| $80K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $32.7K | -$579 | -400 | -2% |
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $27K | – | – | – |
|
|
LWA
9
Lowe Wealth Advisors
Columbia,
Maryland
| $1.44K | – | – | – |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $198 | -$272 | -188 | -60% |
|
WHLRP Hedge Fund Activity: Q2 2023 in Review
10 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q2 2023, worth a combined $2.38M — up 0.22% from $2.37M a quarter earlier.
Fund positioning in WHLRP was balanced in Q2 2023: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 3 trimmed.
The largest seller was Osaic Holdings, cutting an estimated $579.
- 10 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $2.38M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q2 2023, up 0.22% quarter-over-quarter.
- 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q2 2023 and 0 closed out.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q2 2023 was Osaic Holdings, an estimated $579 sold.
Based on aggregated 13F filings for Q2 2023.