CCM
WHLR

Chilton Capital Management’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Chilton Capital Management’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
2024
Q2 		– Hold
0
– -$314 – 681
2024
Q1 		– Hold
0
– – – 588
2023
Q4 		– Hold
0
– – – 583
2023
Q3 		– Hold
0
– – – 448
2023
Q2 		– Hold
0
– – – 436
2023
Q1 		– Hold
0
– – – 394
2022
Q4 		– Hold
0
– – – 225
2022
Q3 		– Hold
0
– – – 215
2022
Q2 		– Hold
0
– – – 441
2022
Q1 		– Hold
0
– -$10K – 615
2021
Q4 		– Hold
0
– – – 505
2021
Q3 		– Hold
0
– – – 212

Other funds holding WHLR

SV
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BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return