Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
8 hedge funds and large institutions have $2.05M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
24% more capital invested
Capital invested by funds: $1.65M → $2.05M (+$398K)
0.5% less ownership
Funds ownership: 37.61% → 37.11% (-0.5%)
11% less funds holding
Funds holding: 9 → 8 (-1)
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
|
+$1.81K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$894 |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$281 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$24.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $1.32M | – | – | – |
|
|
MF
2
Magnetar Financial
Evanston,
Illinois
| $373K | – | – | – |
|
|
NAM
3
Nexpoint Asset Management
Dallas,
Texas
| $133K | – | – | – |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $104K | +$894 | +637 | +1% |
|
|
CCP
5
Corbin Capital Partners
New York
| $81K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $32.4K | +$281 | +200 | +1% |
|
|
7
UBS Group
Zurich,
Switzerland
| $2.13K | +$1.81K | +1,291 | +5,379% |
|
|
LWA
8
Lowe Wealth Advisors
Columbia,
Maryland
| $1.14K | – | – | – |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$24.8K | -19,055 | Closed |
|
WHLRP Hedge Fund Activity: Q1 2024 in Review
8 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q1 2024, worth a combined $2.05M — up 24% from $1.65M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WHLRP and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was UBS Group, adding an estimated $1.81K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $24.8K sold.
- 8 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2024, down from 9 in Q4 2023.
- Funds reported $2.05M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2024, up 24% quarter-over-quarter.
- 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q1 2024 and 1 closed out, a net change of -1 holder.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q1 2024 was UBS Group, an estimated $1.81K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q1 2024 was Susquehanna International Group, an estimated $24.8K sold.
Based on aggregated 13F filings for Q1 2024.