B. Riley Wealth Advisors’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

B. Riley Wealth Advisors’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
2015 Q2	–	Hold	0	–	-$24K	–	591
2015 Q1	–	Hold	0	–	–	–	558
2014 Q4	–	Hold	0	–	–	–	806
2014 Q3	–	Hold	0	–	-$87.4K	–	1884
2014 Q2	–	Hold	0	–	–	–	779
2014 Q1	–	Hold	0	–	–	–	653
2013 Q4	–	Hold	0	–	–	–	598
2013 Q3	–	Hold	0	–	–	–	620

Other funds holding WHLR

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

NS Advisors Westport, Connecticut $71M AUM 25.21% 1-Year Est. Return

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return