EC
WHLR

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

EJF Capital’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
2018
Q1 		– Hold
0
– -$599K – 104
2017
Q4 		– Hold
0
– – – 75
2017
Q3 		– Hold
0
– – – 63
2017
Q2 		– Hold
0
– – – 70
2017
Q1 		– Hold
0
– – – 86
2016
Q4 		– Hold
0
– – – 61
2016
Q3 		– Hold
0
– – – 62
2016
Q2 		– Hold
0
– – – 55
2016
Q1 		– Hold
0
– – – 62
2015
Q4 		– Hold
0
– – – 53
2015
Q3 		– Hold
0
– – – 57
2015
Q2 		– Hold
0
– – – 59

Other funds holding WHLR

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
SPCP
Snow Park Capital Partners New York $3.17M AUM 3.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return