We are live on ! Find out more
WHLRP

Wheeler Real Estate Investment Trust Preferred Stock

8 hedge funds and large institutions have $5.15M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding

Funds holding: 18 (+7)

114.89% more ownership

Funds ownership: 25.1%139.99% (+115%)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more capital invested

Capital invested by funds: $3.22M → $5.15M (+$1.93M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
8
Holders Change
+7
Holders Change %
+700%
% of All Funds
0.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$3.14M -$59.8K -15,045 -2%
MF
2
Magnetar Financial
Illinois
$866K +$868K +218,512 New
UFM
3
Ursa Fund Management
California
$496K +$498K +125,300 New
NAM
4
Nexpoint Asset Management
Texas
$326K +$327K +82,301 New
WAM
5
Wolverine Asset Management
Illinois
$219K +$220K +55,254 New
LPL Financial
6
LPL Financial
California
$90.5K +$90.8K +22,865 New
CS
7
Clear Street
New York
$9.9K +$9.93K +2,500 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.82K +$1.83K +460 New

WHLRP Hedge Fund Activity: Q2 2025 in Review

8 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q2 2025, worth a combined $5.15M — up 60% from $3.22M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WHLRP positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $868K. The largest seller was Stilwell Value, cutting an estimated $59.8K.

  • 8 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q2 2025, up from 1 in Q1 2025.
  • Funds reported $5.15M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q2 2025, up 60% quarter-over-quarter.
  • 7 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q2 2025 and 0 closed out, a net change of +7 holders.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q2 2025 was Magnetar Financial, an estimated $868K added.
  • The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q2 2025 was Stilwell Value, an estimated $59.8K sold.

Based on aggregated 13F filings for Q2 2025.