Michael F. Price’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Michael F. Price’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	–	–	–	54
2016 Q3	–	Hold	0	–	–	–	45
2016 Q2	–	Hold	0	–	–	–	48
2016 Q1	–	Hold	0	–	–	–	51
2015 Q4	–	Hold	0	–	–	–	44
2015 Q3	–	Hold	0	–	–	–	42
2015 Q2	–	Hold	0	–	–	–	43

Other funds holding WHLR

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

NS Advisors Westport, Connecticut $71M AUM 25.21% 1-Year Est. Return

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

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

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return