Dimensional Fund Advisors
WHLR

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

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EVC
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UBS Group
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return