Bulldog Investors’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Bulldog Investors’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
2017 Q2	–	Hold	0	–	-$35K	–	91
2017 Q1	–	Hold	0	–	–	–	76
2016 Q4	–	Hold	0	–	–	–	26
2016 Q3	–	Hold	0	–	–	–	21
2016 Q2	–	Hold	0	–	–	–	17
2016 Q1	–	Hold	0	–	–	–	24
2015 Q4	–	Hold	0	–	–	–	19
2015 Q3	–	Hold	0	–	-$4.47M	–	62
2015 Q2	–	Hold	0	–	–	–	15
2014 Q3	–	Hold	0	–	-$93K	–	70
2014 Q2	–	Hold	0	–	–	–	64
2014 Q1	–	Hold	0	–	–	–	56
2013 Q4	–	Hold	0	–	–	–	53
2013 Q3	–	Hold	0	–	–	–	55

Other funds holding WHLR

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Menta Capital San Francisco, California $236M AUM 6.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return