Yorktown Management & Research Company’s Wheeler Real Estate Investment Trust WHLR Stock Holding History

Yorktown Management & Research Company’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
2015 Q4	–	Hold	0	–	-$95K	–	456
2015 Q3	–	Hold	0	–	–	–	447

Other funds holding WHLR

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

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

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

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

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

BHR Capital New York $48.6M AUM 3.78% 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

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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