We are live on ! Find out more
WHLRP

Wheeler Real Estate Investment Trust Preferred Stock

10 hedge funds and large institutions have $4.47M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

266,778% more capital invested

Capital invested by funds: $1.68K → $4.47M (+$4.47M)

900% more funds holding

Funds holding: 110 (+9)

43.22% more ownership

Funds ownership: 0.02%43.24% (+43%)

Holders
10
Holders Change
+9
Holders Change %
+900%
% of All Funds
0.13%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$2.5M +$2.64M +817,085 New
MF
2
Magnetar Financial
Illinois
$700K +$705K +218,512 New
UFM
3
Ursa Fund Management
California
$611K +$645K +200,000 New
NAM
4
Nexpoint Asset Management
Texas
$251K +$266K +82,301 New
WAM
5
Wolverine Asset Management
Illinois
$180K +$190K +58,830 New
CCP
6
Corbin Capital Partners
New York
$153K +$161K +50,000 New
LPL Financial
7
LPL Financial
California
$69.8K +$73.8K +22,865 New
CS
8
Clear Street
New York
$7.63K +$8.07K +2,500 New
LWA
9
Lowe Wealth Advisors
Maryland
$2.14K
Osaic Holdings
10
Osaic Holdings
Arizona
$610 +$645 +200 New

WHLRP Hedge Fund Activity: Q4 2024 in Review

10 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q4 2024, worth a combined $4.47M — up 266,778% from $1.68K a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WHLRP positions and 0 closed out — a net gain of 9 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Stilwell Value, opening a new position worth an estimated $2.64M.

  • 10 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q4 2024, up from 1 in Q3 2024.
  • Funds reported $4.47M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q4 2024, up 266,778% quarter-over-quarter.
  • 9 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q4 2024 and 0 closed out, a net change of +9 holders.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q4 2024 was Stilwell Value, an estimated $2.64M added.

Based on aggregated 13F filings for Q4 2024.