Raymond James Financial Services Advisors’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Raymond James Financial Services Advisors’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
2017 Q1	–	Hold	0	–	-$20K	–	2522
2016 Q4	–	Hold	0	–	–	–	2289
2016 Q3	–	Hold	0	–	–	–	2252
2016 Q2	–	Hold	0	–	–	–	2226
2016 Q1	–	Hold	0	–	–	–	2036

Other funds holding WHLR

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

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

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return