LTFS
WHLR

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

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return