Ladenburg Thalmann Financial Services’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	–	Hold	0	–	–	–	4602
2019 Q3	–	Hold	0	–	–	–	4558
2019 Q2	–	Hold	0	–	–	–	4592
2019 Q1	–	Hold	0	–	–	–	4544
2018 Q4	–	Hold	0	–	–	–	4698
2018 Q3	–	Hold	0	–	–	–	3912
2018 Q1	–	Hold	0	–	-$24K	–	5215
2017 Q4	–	Hold	0	–	–	–	3678
2017 Q3	–	Hold	0	–	–	–	3472
2017 Q2	–	Hold	0	–	–	–	3448
2017 Q1	–	Hold	0	–	–	–	3188
2016 Q4	–	Hold	0	–	–	–	3709
2016 Q3	–	Hold	0	–	–	–	3636
2016 Q2	–	Hold	0	–	–	–	2780
2016 Q1	–	Hold	0	–	–	–	2872
2015 Q4	–	Hold	0	–	–	–	2491
2015 Q3	–	Hold	0	–	–	–	2503
2015 Q2	–	Hold	0	–	–	–	3638

Other funds holding WHLR

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return