WHLR

Wheeler Real Estate Investment Trust, Inc.
—

Company Information

Company Name
Wheeler Real Estate Investment Trust, Inc.
CIK
CIK0001527541
Category
Non-accelerated filer<br>Smaller reporting company
Ticker: Exchange
WHLR: Nasdaq, WHLRD: Nasdaq, WHLRP: Nasdaq, WHLRL: Nasdaq
Fiscal Year End
December 31
Owner Organization
05 Real Estate & Construction
SIC
6798
SIC Description
Real Estate Investment Trusts
Ticker
WHLR

SEC filing data through

Insider Sentiment

Last purchase
2026-09-09
Last sale
2026-09-10
Shares purchased (TTM)
88,245
Shares sold (TTM)
119,736
Buy ratio (TTM)42.4%

Institutional Sentiment

As of
2026-06-30
Institutional shares owned
11,771
Shares outstanding
69,731
Ownership
16.88%
-171.21% Y/Y

Earnings Market Reaction

Filing date
2026-08-06
Price on filing date
—
1-month reaction
-45.52%
3-month reaction
…
Drift continued8/11 (73%)
Faded / reversed3/11 (27%)

Balance Sheet

Values in millions ($)
Line item2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-312023-12-312023-09-30Subscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnTrend
Land And Land Improvements-3123123-6-1129138-2-11391504
Building And Building Improvements-11484484-4-0500509-135045114
Series D Preferred Stock3676363-0285-00397-3
Series B Preferred Stock0552-03500350
Real Estate Investment Property Net
Real Estate Investment Property At Cost593606608618628629647642645643661653
Real Estate Investment Property Accumulated Depreciation-126-126-123-121-117-115-112-108-103-99-96-91
Real Estate Investment Property Net467480485497511515535534542544565562
Cash And Cash Equivalents At Carrying Value322424272819433720181825
Restricted Cash And Cash Equivalents282425303028181822212123
Accounts Receivable Net141616151615151214121312
Equity Method Investments30242414141312121111117
Assets Of Disposal Group Including Discontinued Operation02516-60252524--
Operating Lease Right Of Use Asset7889999999910
Deferred Costs And Other Assets151615171820212425272831
Assets593594602625626625654673670668668672
Liabilities
Secured Debt458461468487477473483483481478478477
Liabilities Of Disposal Group Including Discontinued Operation0010-00001--
Off Market Lease Unfavorable7778910111213171819
Warrants And Rights Outstanding3117621141253149413
Operating Lease Liability Noncurrent-----------10
Operating Lease Liability8881010101010101010-
Preferred Stock Redemption Amount000102430006
Other Accounts Payable And Accrued Liabilities141615201718172121191718
Liabilities490503507533534527537583540535527545
Stockholders Equity Including Portion Attributable To Noncontrolling Interest
Common Stock Value000000000100
Additional Paid In Capital317314312305297288276266262260258235
Retained Earnings Accumulated Deficit-349-356-351-350-359-354-347-379-343-336-325-337
Accumulated Other Comprehensive Income Loss Net Of Tax3222200-----
Stockholders Equity6-431-419-22-25-6829374510
Minority Interest272831323844576566666666
Liabilities And Stockholders Equity593594602625626625654673670668668672
Preferred Stock Shares Authorized--15---15---15-
Series A Preferred Stock000000000000
Common Stock Par Or Stated Value Per Share0.010.010.010.010.010.010.010.010.010.010.010.01
Common Stock Shares Authorized200200200200200200200200200200200200
Common Stock Shares Issued000000000950
Shares Outstanding000000001950

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Wheeler Real Estate Investment Trust, Inc. (WHLR) — SEC Financial Statements & Analysis

Wheeler Real Estate Investment Trust, Inc. (WHLR) is a real estate investment trusts company, incorporated in MD. Wheeler Real Estate Investment Trust, Inc. trades on Nasdaq as: WHLR, WHLRD, WHLRP, WHLRL. Wheeler Real Estate Investment Trust, Inc. (WHLR)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-06. Based on that filing, Wheeler Real Estate Investment Trust, Inc. carries a market cap of $15.69M, a P/E ratio of 0.50x, a P/B ratio of 2.75x, a P/S ratio of 0.21x, an enterprise value of $-44.10M, and an EV/EBITDA multiple of -0.76x. On profitability, it posts a gross margin of 142.84%, an operating margin of 48.95%, a net margin of 41.56%, a Return on Equity (ROE) of 249.20%, and a Return on Invested Capital (ROIC) of 2601.81%. Per share, it reports EPS of $448.35, diluted EPS of $6.28, free cash flow per share of $99.90, and a dividend per share of $75.95. Over the trailing year, it posted revenue growth of 185.33% year-over-year, net income growth of -284.78% year-over-year, and EPS growth of -881.70% year-over-year. On the balance sheet, it maintains an interest coverage ratio of 5.07x, free cash flow of $6.97M (TTM), and net debt of $-59.79M. Figures sourced from SEC EDGAR.

Market Cap
$15.69M
P/E TTM
0.50x
EPS TTM
$448.35
P/B TTM
2.75x
ROE TTM
249.20%
Free Cash Flow TTM
$6.97M
Net Revenue TTM Growth 1Y
185.33%

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Wheeler Real Estate Investment Trust, Inc. in?

Wheeler Real Estate Investment Trust, Inc. (WHLR) operates in the Real Estate Investment Trusts industry.

What exchange does WHLR trade on?

Wheeler Real Estate Investment Trust, Inc. (WHLR) trades on the Nasdaq.

Where is Wheeler Real Estate Investment Trust, Inc. incorporated?

Wheeler Real Estate Investment Trust, Inc. is incorporated in MD.

When was Wheeler Real Estate Investment Trust, Inc. (WHLR)'s most recent SEC filing?

Wheeler Real Estate Investment Trust, Inc. (WHLR)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-06.

What is WHLR's market cap?

Wheeler Real Estate Investment Trust, Inc. (WHLR) has a market capitalization of $15.69M as of 2026-06-30.

What is WHLR's P/E ratio?

Wheeler Real Estate Investment Trust, Inc. (WHLR)'s trailing twelve month P/E ratio is 0.50x as of 2026-06-30.

What is WHLR's EPS (earnings per share)?

Wheeler Real Estate Investment Trust, Inc. (WHLR)'s trailing twelve month EPS is $448.35 as of 2026-06-30.

What is WHLR's ROE (return on equity)?

Wheeler Real Estate Investment Trust, Inc. (WHLR)'s trailing twelve month Return on Equity (ROE) is 249.20% as of 2026-06-30.

What is WHLR's ROIC (return on invested capital)?

Wheeler Real Estate Investment Trust, Inc. (WHLR)'s trailing twelve month Return on Invested Capital (ROIC) is 2601.81% as of 2023-12-31.

What is WHLR's EV/EBITDA?

Wheeler Real Estate Investment Trust, Inc. (WHLR)'s trailing twelve month EV/EBITDA is -0.76x as of 2026-06-30.

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