CTC
WHLR

Central Trust Company’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Central Trust Company’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
Q3 		– Hold
0
– – – 1368
2017
Q2 		– Hold
0
– – – 1310
2017
Q1 		– Hold
0
– – – 1205
2016
Q4 		– Hold
0
– – – 1201
2016
Q3 		– Hold
0
– – – 1097
2016
Q2 		– Hold
0
– – – 1132
2016
Q1 		– Hold
0
– – – 1098
2015
Q4 		– Hold
0
– – – 1133
2015
Q3 		– Hold
0
– – – 1157
2015
Q2 		– Hold
0
– – – 1168
2015
Q1 		– Hold
0
– – – 1144
2014
Q4 		– Hold
0
– – – 1136
2014
Q3 		– Hold
0
– – – 1101
2014
Q2 		– Hold
0
– – – 1092

Other funds holding WHLR

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Menta Capital San Francisco, California $236M AUM 6.6% 1-Year Est. Return