Forward Management
WHLR icon

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

Forward 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
2017
Q1 		– Hold
0
– -$942K – 210
2016
Q4 		– Hold
0
– – – 138
2016
Q3 		– Hold
0
– – – 110
2016
Q2 		– Hold
0
– – – 122
2016
Q1 		– Hold
0
– – – 148
2015
Q4 		– Hold
0
– – – 121
2015
Q3 		– Hold
0
– – – 127
2015
Q2 		– Hold
0
– – – 210

Other funds holding WHLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Orinda Asset Management
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
Ardsley Advisory Partners
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
White Pine Capital
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
Westchester Capital Management (New York)
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
Perella Weinberg Partners Capital Management
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return