Wheeler Real Estate Investment Trust, Inc.
Hedge Funds Holdings
Last updated:
Wheeler Real Estate Investment Trust, Inc.‘s stocks are currently a part of 6 hedge funds’ portfolios, which represents 8.19% of the total amount of its stocks outstanding. This makes up a total of 799.20K shares of Wheeler Real Estate Investment Trust, Inc.. Compared to the previous quarter, the number fell by -46.96% or -707.54K shares fewer. As for the holding position changes, 50% (3) of current hedge fund investors increased the number of shares held, and 16.67% (1) closed the holdings completely.
Hedge funds holding Wheeler Real Estate Investment Trust (Q2 2018 – Q1 2023)
| Q2 2018 | 21 |
|---|---|
| Q3 2018 | 18 |
| Q4 2018 | 19 |
| Q1 2019 | 17 |
| Q2 2019 | 16 |
| Q3 2019 | 15 |
| Q4 2019 | 14 |
| Q1 2020 | 13 |
| Q2 2020 | 12 |
| Q3 2020 | 12 |
| Q4 2020 | 3 |
| Q1 2021 | 1 |
| Q2 2021 | 1 |
| Q3 2021 | 1 |
| Q4 2021 | 15 |
| Q1 2022 | 15 |
| Q2 2022 | 15 |
| Q3 2022 | 12 |
| Q4 2022 | 12 |
| Q1 2023 | 6 |
Hedge funds changes in Wheeler Real Estate Investment Trust positions (Q2 2018 – Q1 2023)
| Q2 2018 | 4 | 3 | 6 | 2 | 6 |
|---|---|---|---|---|---|
| Q3 2018 | 0 | 2 | 7 | 3 | 6 |
| Q4 2018 | 5 | 4 | 5 | 4 | 1 |
| Q1 2019 | 0 | 5 | 8 | 2 | 2 |
| Q2 2019 | 2 | 4 | 4 | 3 | 3 |
| Q3 2019 | 1 | 4 | 2 | 2 | 6 |
| Q4 2019 | 0 | 4 | 3 | 1 | 6 |
| Q1 2020 | 1 | 5 | 2 | 1 | 4 |
| Q2 2020 | 1 | 2 | 1 | 2 | 6 |
| Q3 2020 | 1 | 1 | 2 | 1 | 7 |
| Q4 2020 | 1 | 0 | 0 | 9 | -7 |
| Q1 2021 | 0 | 0 | 1 | 2 | -2 |
| Q2 2021 | 0 | 0 | 1 | 0 | 0 |
| Q3 2021 | 0 | 0 | 1 | 0 | 0 |
| Q4 2021 | 15 | 0 | 0 | 1 | -1 |
| Q1 2022 | 3 | 1 | 2 | 3 | 6 |
| Q2 2022 | 2 | 1 | 2 | 2 | 8 |
| Q3 2022 | 1 | 0 | 2 | 4 | 5 |
| Q4 2022 | 4 | 0 | 2 | 4 | 2 |
| Q1 2023 | 0 | 3 | 0 | 1 | 2 |
Hedge funds changes in Wheeler Real Estate Investment Trust stock options (Q2 2018 – Q1 2023)
| Q2 2018 | 0 | 0 |
|---|---|---|
| Q3 2018 | 0 | 0 |
| Q4 2018 | 0 | 0 |
| Q1 2019 | 0 | 0 |
| Q2 2019 | 0 | 0 |
| Q3 2019 | 0 | 0 |
| Q4 2019 | 0 | 0 |
| Q1 2020 | 0 | 0 |
| Q2 2020 | 0 | 0 |
| Q3 2020 | 0 | 0 |
| Q4 2020 | 0 | 0 |
| Q1 2021 | 0 | 0 |
| Q2 2021 | 0 | 0 |
| Q3 2021 | 0 | 0 |
| Q4 2021 | 0 | 0 |
| Q1 2022 | 0 | 0 |
| Q2 2022 | 0 | 218,000 |
| Q3 2022 | 0 | 0 |
| Q4 2022 | 0 | 0 |
| Q1 2023 | 0 | 0 |
Top 50 hedge fund holders of Wheeler Real Estate Investment Trust, Inc. (NASDAQ:WHLRD)
| Hedge fund | Value | Shares owned | Portfolio share |
|---|---|---|---|
| STEAMBOAT CAPITAL PARTNERS, LLC | 4.56M | 392.71K | 2.264% |
| MAGNOLIA GROUP, LLC | 3.82M | 327.66K | 0.578% |
| JCP INVESTMENT MANAGEMENT, LLC | 3.55M | 305.88K | 2.522% |
| FMR LLC | 1.30M | 111.76K | 0.000% |
| STILWELL VALUE LLC | 1.00M | 86.15K | 0.718% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 550K | 47.3K | 0.037% |
| BURGUNDY ASSET MANAGEMENT LTD. | 472K | 40.6K | 0.007% |
| CORBIN CAPITAL PARTNERS, L.P. | 465K | 40K | 0.116% |
| THIRD AVENUE MANAGEMENT LLC | 281K | 24K | 0.055% |
| APOGEM CAPITAL LLC | 245K | 21.06K | 0.244% |
| MAGNETAR FINANCIAL LLC Alec Litowitz | 191K | 16.43K | 0.003% |
| ADVISOR GROUP HOLDINGS, INC. | 11K | 943 | 0.000% |
| UBS GROUP AG | 0 | 0 | 0.000% |
| EIDELMAN VIRANT CAPITAL | 0 | 0 | 0.000% |
| CHILTON CAPITAL MANAGEMENT LLC | 0 | 0 | 0.000% |
| ALMITAS CAPITAL LLC | 0 | 0 | 0.000% |
| MAGNETAR FINANCIAL LLC Alec Litowitz | 0 | 0 | 0.000% |