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WHLRP

Wheeler Real Estate Investment Trust Preferred Stock

2 hedge funds and large institutions have $1.84M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2024 Q2 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less capital invested

Capital invested by funds: $2.05M → $1.84M (-$211K)

12.91% less ownership

Funds ownership: 37.11%24.19% (-13%)

75% less funds holding

Funds holding: 82 (-6)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 6

Holders
2
Holders Change
-6
Holders Change %
-75%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
Reduced
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$1.84M
LWA
2
Lowe Wealth Advisors
Maryland
$1.57K
MF
3
Magnetar Financial
Illinois
-$373K -218,512 Closed
NAM
4
Nexpoint Asset Management
Texas
-$133K -82,301 Closed
WAM
5
Wolverine Asset Management
Illinois
-$104K -64,304 Closed
CCP
6
Corbin Capital Partners
New York
-$81K -50,000 Closed
Osaic Holdings
7
Osaic Holdings
Arizona
-$32.4K -19,985 Closed
UBS Group
8
UBS Group
Switzerland
-$2.13K -1,315 Closed

WHLRP Hedge Fund Activity: Q2 2024 in Review

2 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q2 2024, worth a combined $1.84M — down 10% from $2.05M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WHLRP and 0 opened new positions — a net loss of 6 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Magnetar Financial, exiting entirely with an estimated $373K sold.

  • 2 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q2 2024, down from 8 in Q1 2024.
  • Funds reported $1.84M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q2 2024, down 10% quarter-over-quarter.
  • 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q2 2024 and 6 closed out, a net change of -6 holders.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q2 2024 was Magnetar Financial, an estimated $373K sold.

Based on aggregated 13F filings for Q2 2024.