Goldman Sachs
WHLR

Goldman Sachs’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Goldman Sachs’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
– -$3.58K – 5956
2024
Q1 		– Hold
0
– – – 5475
2017
Q2 		– Hold
0
– -$153K – 7001
2017
Q1 		– Hold
0
– – – 5864
2016
Q4 		– Hold
0
– – – 5303
2016
Q3 		– Hold
0
– – – 5107
2016
Q2 		– Hold
0
– – – 6326
2016
Q1 		– Hold
0
– – – 6572
2015
Q4 		– Hold
0
– -$21K – 7362
2015
Q3 		– Hold
0
– – – 7022
2015
Q2 		– Hold
0
– – – 7067

Other funds holding WHLR

SV
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BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.44B AUM 26.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return