Asset Management One
WHLR

Asset Management One’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Asset Management One’s Portfolio WHLR Stock Details WHLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Hold
0
– -$3K – 1060
2021
Q4 		– Hold
0
– – – 1049
2018
Q3 		– Hold
0
– -$79K – 1109
2018
Q2 		– Hold
0
– – – 1059
2018
Q1 		– Hold
0
– – – 1055
2017
Q4 		– Hold
0
– – – 973
2017
Q3 		– Hold
0
– – – 960
2017
Q2 		– Hold
0
– – – 944
2017
Q1 		– Hold
0
– – – 944
2016
Q4 		– Hold
0
– – – 910
2016
Q3 		– Hold
0
– – – 1214

Other funds holding WHLR

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $135M AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return