Wellington Shields Capital Management’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Wellington Shields Capital Management’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 Q2	–	Hold	0	–	-$99K	–	340
2017 Q1	–	Hold	0	–	–	–	321
2016 Q4	–	Hold	0	–	–	–	309
2016 Q3	–	Hold	0	–	–	–	305
2016 Q2	–	Hold	0	–	–	–	308
2016 Q1	–	Hold	0	–	–	–	302
2015 Q4	–	Hold	0	–	–	–	298
2015 Q3	–	Hold	0	–	–	–	293
2015 Q2	–	Hold	0	–	–	–	333
2015 Q1	–	Hold	0	–	–	–	333
2014 Q4	–	Hold	0	–	–	–	304
2014 Q3	–	Hold	0	–	–	–	286
2014 Q2	–	Hold	0	–	–	–	297
2014 Q1	–	Hold	0	–	–	–	251
2013 Q4	–	Hold	0	–	–	–	267
2013 Q3	–	Hold	0	–	–	–	182
2013 Q2	–	Hold	0	–	–	–	168

Other funds holding WHLR

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Menta Capital San Francisco, California $236M AUM 6.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return