State Street
WHLR

State Street’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

State Street’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
2023
Q3 		– Hold
0
– -$28.8K – 4592
2023
Q2 		– Hold
0
– – – 4537
2023
Q1 		– Hold
0
– – – 4464
2022
Q4 		– Hold
0
– – – 4495
2022
Q3 		– Hold
0
– – – 4616
2022
Q2 		– Hold
0
– – – 4445
2022
Q1 		– Hold
0
– – – 4621
2021
Q4 		– Hold
0
– – – 4603
2021
Q3 		– Hold
0
– – – 4475
2021
Q2 		– Hold
0
– – – 4157
2017
Q2 		– Hold
0
– -$56K – 3739
2017
Q1 		– Hold
0
– – – 3569
2016
Q4 		– Hold
0
– – – 3581

Other funds holding WHLR

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CCM
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TRCT
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return