Dimensional Fund Advisors
WHLR icon

Dimensional Fund Advisors’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Dimensional Fund 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
2020
Q2 		– Hold
0
– -$12K – 3360
2020
Q1 		– Hold
0
– – – 3369
2019
Q4 		– Hold
0
– – – 3372
2019
Q3 		– Hold
0
– – – 3413
2019
Q2 		– Hold
0
– – – 3456
2019
Q1 		– Hold
0
– – – 3439
2018
Q4 		– Hold
0
– – – 3408
2018
Q3 		– Hold
0
– – – 3312
2018
Q2 		– Hold
0
– – – 3266
2018
Q1 		– Hold
0
– – – 3257
2017
Q4 		– Hold
0
– – – 3132
2017
Q3 		– Hold
0
– – – 3142
2017
Q2 		– Hold
0
– – – 3218

Other funds holding WHLR

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
Eidelman Virant Capital
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ICM
ISZO Capital Management New York $2M AUM 35.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return