Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
9 hedge funds and large institutions have $1.9M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
6.53% less ownership
Funds ownership: 43.98% → 37.45% (-6.5%)
10% less funds holding
Funds holding: 10 → 9 (-1)
20% less capital invested
Capital invested by funds: $2.38M → $1.9M (-$484K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Steamboat Capital Partners
Rye,
New York
|
-$347K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.62K |
| 3 |
LWA
Lowe Wealth Advisors
Columbia,
Maryland
|
-$340 |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$340 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $1.23M | – | – | – |
|
|
MF
2
Magnetar Financial
Evanston,
Illinois
| $328K | – | – | – |
|
|
NAM
3
Nexpoint Asset Management
Dallas,
Texas
| $123K | – | – | – |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $95.5K | – | – | – |
|
|
CCP
5
Corbin Capital Partners
New York
| $70.5K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $30.3K | -$340 | -200 | -1% |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $19K | -$7.62K | -4,484 | -26% |
|
|
8
UBS Group
Zurich,
Switzerland
| $1.11K | +$1.04K | +613 | +494% |
|
|
LWA
9
Lowe Wealth Advisors
Columbia,
Maryland
| $1.05K | -$340 | -200 | -22% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
SCP
11
Steamboat Capital Partners
Rye,
New York
| – | -$347K | -216,581 | Closed |
|
WHLRP Hedge Fund Activity: Q3 2023 in Review
9 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q3 2023, worth a combined $1.9M — down 20% from $2.38M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WHLRP and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was UBS Group, adding an estimated $1.04K. The largest seller was Steamboat Capital Partners, exiting entirely with an estimated $347K sold.
- 9 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q3 2023, down from 10 in Q2 2023.
- Funds reported $1.9M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q3 2023, down 20% quarter-over-quarter.
- 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q3 2023 and 1 closed out, a net change of -1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q3 2023 was UBS Group, an estimated $1.04K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q3 2023 was Steamboat Capital Partners, an estimated $347K sold.
Based on aggregated 13F filings for Q3 2023.