Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
9 hedge funds and large institutions have $1.65M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0.16% more ownership
Funds ownership: 37.45% → 37.61% (+0.16%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
13% less capital invested
Capital invested by funds: $1.9M → $1.65M (-$242K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$26.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$19K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$598 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $1.06M | – | – | – |
|
|
MF
2
Magnetar Financial
Evanston,
Illinois
| $284K | – | – | – |
|
|
NAM
3
Nexpoint Asset Management
Dallas,
Texas
| $107K | – | – | – |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $82.8K | – | – | – |
|
|
CCP
5
Corbin Capital Partners
New York
| $65K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $25.7K | -$598 | -425 | -2% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $24.8K | +$26.8K | +19,055 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
LWA
9
Lowe Wealth Advisors
Columbia,
Maryland
| $910 | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $31 | -$1K | -713 | -97% |
|
|
11
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$19K | -12,576 | Closed |
|
WHLRP Hedge Fund Activity: Q4 2023 in Review
9 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q4 2023, worth a combined $1.65M — down 13% from $1.9M a quarter earlier.
Fund positioning in WHLRP was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $26.8K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $19K sold.
- 9 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $1.65M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2023, down 13% quarter-over-quarter.
- 1 fund opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q4 2023 was Susquehanna International Group, an estimated $26.8K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q4 2023 was Commonwealth Equity Services, an estimated $19K sold.
Based on aggregated 13F filings for Q4 2023.