Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
1 hedge funds and large institutions have $3.22M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 1 reducing their positions, and 8 closing their positions.
18.14% less ownership
Funds ownership: 43.24% → 25.1% (-18%)
28% less capital invested
Capital invested by funds: $4.47M → $3.22M (-$1.25M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
90% less funds holding
Funds holding: 10 → 1 (-9)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 8
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Magnetar Financial
Evanston,
Illinois
|
-$700K |
| 2 |
UFM
Ursa Fund Management
Danville,
California
|
-$611K |
| 3 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
-$251K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$180K |
| 5 |
LPL Financial
San Diego,
California
|
-$69.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $3.22M | -$33.5K | -8,708 | -1% |
|
|
MF
2
Magnetar Financial
Evanston,
Illinois
| – | -$700K | -218,512 | Closed |
|
|
UFM
3
Ursa Fund Management
Danville,
California
| – | -$611K | -200,000 | Closed |
|
|
NAM
4
Nexpoint Asset Management
Dallas,
Texas
| – | -$251K | -82,301 | Closed |
|
|
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| – | -$180K | -58,830 | Closed |
|
|
6
LPL Financial
San Diego,
California
| – | -$69.8K | -22,865 | Closed |
|
|
CS
7
Clear Street
New York
| – | -$7.63K | -2,500 | Closed |
|
|
LWA
8
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$2.14K | -700 | Closed |
|
9
Osaic Holdings
Scottsdale,
Arizona
| – | -$610 | -200 | Closed |
|
WHLRP Hedge Fund Activity: Q1 2025 in Review
1 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q1 2025, worth a combined $3.22M — down 28% from $4.47M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WHLRP and 0 opened new positions — a net loss of 8 holders — while 1 trimmed existing stakes and 0 added.
The largest seller was Magnetar Financial, exiting entirely with an estimated $700K sold.
- 1 institutional investor held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q1 2025, down from 10 in Q4 2024.
- Funds reported $3.22M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q1 2025, down 28% quarter-over-quarter.
- 0 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q1 2025 and 8 closed out, a net change of -8 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q1 2025 was Magnetar Financial, an estimated $700K sold.
Based on aggregated 13F filings for Q1 2025.