WHLRP

Wheeler Real Estate Investment Trust Preferred Stock
WHLRP

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10: →

less funds holding

Funds holding: →

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

Holders
1
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

1
-$700K
2
-$611K
3
-$251K
4
WAM
Wolverine Asset Management
Illinois
-$180K
5
LPL Financial
LPL Financial
California
-$69.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$3.22M
MF
2
Magnetar Financial
Illinois
–
UFM
3
Ursa Fund Management
California
–
NAM
4
Nexpoint Asset Management
Texas
–
WAM
5
Wolverine Asset Management
Illinois
–
LPL Financial
6
LPL Financial
California
–
CS
7
Clear Street
New York
–
LWA
8
Lowe Wealth Advisors
Maryland
–
Osaic Holdings
9
Osaic Holdings
Arizona
–