Macquarie Group
WHLR

Macquarie Group’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Macquarie Group’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
2016
Q4 		– Hold
0
– – – 1170
2016
Q3 		– Hold
0
– – – 1152
2016
Q2 		– Hold
0
– – – 1150
2016
Q1 		– Hold
0
– – – 1168
2015
Q4 		– Hold
0
– – – 1006
2015
Q3 		– Hold
0
– – – 1140
2015
Q2 		– Hold
0
– – – 1160
2015
Q1 		– Hold
0
– – – 1100
2014
Q4 		– Hold
0
– – – 1105
2014
Q3 		– Hold
0
– – – 1075
2014
Q2 		– Hold
0
– – – 1099
2014
Q1 		– Hold
0
– – – 1073
2013
Q4 		– Hold
0
– – – 1205
2013
Q3 		– Hold
0
– – – 1232

Other funds holding WHLR

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
NA
NS Advisors Westport, Connecticut $71M AUM 25.21% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return