Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
11 hedge funds and large institutions have $5.91M invested in Wheeler Real Estate Investment Trust Preferred Stock in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
38% more funds holding
Funds holding: 8 → 11 (+3)
15% more capital invested
Capital invested by funds: $5.15M → $5.91M (+$761K)
12.04% more ownership
Funds ownership: 139.99% → 152.03% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UFM
Ursa Fund Management
Danville,
California
|
+$287K |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$115K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$63.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$168 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
-$15.4K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$4.08K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $3.34M | -$15.4K | -3,866 | -0.5% |
|
|
MF
2
Magnetar Financial
Evanston,
Illinois
| $866K | – | – | – |
|
|
UFM
3
Ursa Fund Management
Danville,
California
| $835K | +$287K | +71,992 | +57% |
|
|
NAM
4
Nexpoint Asset Management
Dallas,
Texas
| $348K | – | – | – |
|
|
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| $229K | -$4.08K | -1,024 | -2% |
|
|
KF
6
Krilogy Financial
St. Louis,
Missouri
| $118K | +$115K | +28,839 | New |
|
7
LPL Financial
San Diego,
California
| $96.7K | – | – | – |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $67.1K | +$63.2K | +15,857 | New |
|
|
CS
9
Clear Street
New York
| $10.6K | – | – | – |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $1.92K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $178 | +$168 | +42 | New |
|
WHLRP Hedge Fund Activity: Q3 2025 in Review
11 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) for Q3 2025, worth a combined $5.91M — up 15% from $5.15M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WHLRP positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Ursa Fund Management, adding an estimated $287K. The largest seller was Stilwell Value, cutting an estimated $15.4K.
- 11 institutional investors held Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) as of Q3 2025, up from 8 in Q2 2025.
- Funds reported $5.91M of Wheeler Real Estate Investment Trust Preferred Stock stock for Q3 2025, up 15% quarter-over-quarter.
- 3 funds opened new Wheeler Real Estate Investment Trust Preferred Stock positions in Q3 2025 and 0 closed out, a net change of +3 holders.
- The largest Wheeler Real Estate Investment Trust Preferred Stock buyer in Q3 2025 was Ursa Fund Management, an estimated $287K added.
- The largest Wheeler Real Estate Investment Trust Preferred Stock seller in Q3 2025 was Stilwell Value, an estimated $15.4K sold.
Based on aggregated 13F filings for Q3 2025.