Wheeler Real Estate Investment Trust, Inc. WHLR
Company Overview
Wheeler Real Estate Investment Trust, Inc. is a Maryland corporation (taxed as a real estate investment trust) that focuses on owning and operating income producing retail properties with a primary focus on grocery-anchored shopping centers. Wheeler Real Estate Investment Trust, Inc. was founded and incorporated in 2011 in Virginia Beach, Virginia, USA.
Why Investors Should Care
Generates a return on equity of 22.6%, reflecting efficient use of shareholder capital.
Net profit has compounded at 104.5% per year over the last five years.
Maintains a net profit margin of 17.8%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $1.75M (-19.2% YoY); net profit $8.77M.
- Trailing 12 Months Year-on-year growth — revenue -13.9%.
- 5-Year Trend Long-term compounding — revenue CAGR -0.7%, profit CAGR 104.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | -0.68% |
| 1 Year: | -13.90% |
Compounded Profit Growth
| 5 Years: | 104.53% |
| 1 Year: | - |
Stock Price Performance
| 1 Year: | -99.94% |
| 6 Months: | -97.38% |
| 3 Months: | -85.35% |
| 1 Month: | -4.85% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)40.99 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 22.6%.
- Profit CAGR of 104.5% over 5 years.
- Generates positive free cash flow.
CONS
- Revenue declined at -0.7% CAGR over 5 years.
- Trading 100.0% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Real Estate).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WHLR Wheeler Real Estate Investment Trust, Inc. | 0.47 | -0.01 | $436.73K | 0.00% | - | 22.57% | -0.68% | 104.53% |
| 2 | WELL Welltower Inc. SPXR3K | 236.17 | 106.38 | $170.18B | 1.44% | 0.54% | 3.84% | 22.26% | 11.10% |
| 3 | PLD Prologis, Inc. SPXR3K | 137.34 | 30.59 | $130.52B | 3.08% | - | 7.75% | 16.83% | 39.42% |
| 4 | EQIX Equinix, Inc. SPXR3K | 1,035.98 | 66.49 | $102.22B | 1.96% | 5.42% | 10.73% | 17.43% | 17.11% |
| 5 | AMT American Tower Corporation SPXR3K | 175.85 | 28.36 | $81.94B | 4.08% | 8.76% | 33.91% | 12.41% | 25.08% |
| 6 | DLR Digital Realty Trust, Inc. SPXR3K | 188.39 | 241.53 | $69.71B | 2.44% | - | 2.91% | 15.18% | 18.41% |
| 7 | SPG Simon Property Group, Inc. SPXR3K | 209.44 | 14.57 | $67.92B | 3.97% | - | 113.59% | 3.14% | 14.02% |
| 8 | O Realty Income Corporation SPXR3K | 61.25 | 44.71 | $57.95B | 5.21% | - | 3.23% | 24.73% | 13.04% |
| 9 | PSA Public Storage SPXR3K | 302.01 | 28.74 | $56.40B | 3.67% | - | 21.93% | 5.67% | 7.85% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2014 | Sep 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | 14.32M | 14.72M | - | - | 16.31M | 17.11M | - | 225.00K | 141.00K | 180.00K | 219.00K | 360.00K | 208.00K | 72.00K | 200.00K | 508.00K | 165.00K | 155.00K | 232.00K | 566.00K | 257.00K | 549.00K | 177.00K | 423.00K | 456.00K | 173.00K | 445.00K | 115.00K | 129.00K | 452.00K |
| Operating Income | -368.80K | -2.63M | -2.14M | -3.47M | -5.08M | -1.76M | -1.16M | -13.00K | 1.67M | -780.00K | 1.17M | 3.56M | 1.78M | -4.95M | 2.73M | 2.73M | 4.62M | 5.46M | -2.21M | 3.70M | 3.55M | 4.54M | 4.85M | 4.72M | 3.38M | 7.01M | 4.69M | 5.35M | 4.58M | 6.57M | 6.38M | 9.29M | 7.48M | 11.52M | 13.89M | 12.14M | 14.95M | 5.49M | 10.19M | 10.51M |
| Net Income | -1.82M | -3.51M | -3.76M | -4.86M | -6.73M | - | -3.23M | -2.70M | -1.51M | - | -1.12M | -713.00K | -2.06M | - | -1.82M | -1.52M | -602.00K | 642.00K | -7.05M | -959.00K | -1.87M | 254.00K | 707.00K | -4.05M | -3.07M | 3.03M | -4.58M | -52.00K | -4.24M | -3.10M | -3.97M | -14.06M | -8.71M | -5.06M | -33.32M | 509.00K | -2.45M | 11.53M | -2.40M | 8.64M |
| Diluted EPS | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -0.35 | -0.22 | -0.20 | -0.47 | 0.09 | -0.70 | -0.24 | -6.64 | -5.48 | -762.93 | -11,019.82 | -2,459.16 | -11,554.90 | -129,727.27 | -14,215.77 | -17,105.08 | -0.83 | -14.55 | 0.24 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.93M | 2.43M | 7.61M | 14.85M | 27.61M | 44.16M | 58.53M | 65.28M | 720.00K | 964.00K | 942.00K | 1.45M | 1.99M | 2.17M | 1.75M |
| Operating Income | 251.37K | -239.54K | -1.75M | -6.17M | -12.45M | -291.00K | 1.56M | 2.46M | 10.85M | 18.42M | 19.51M | 24.60M | 29.41M | 37.53M | 43.22M |
| Net Income | -554.60K | -1.16M | -3.66M | -10.55M | -17.52M | -11.20M | -12.09M | -16.50M | -8.04M | 245.00K | -9.44M | -12.45M | -4.69M | -9.63M | 8.77M |
| Diluted EPS | - | -0.35 | - | - | - | - | - | - | - | -0.96 | -1.36 | -22.04 | -13,157.97 | -346,484.38 | -36.01 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | 14.82M | 52.69M | 125.37M | 204.97M | 309.24M | 489.05M | 457.67M | 508.08M | 484.37M | 489.38M | 465.28M | 684.54M | 668.33M | 653.70M | 601.73M |
| Total Equity | 1.00M | 669.33K | 8.69M | 18.40M | 42.57M | 98.26M | 94.83M | 63.51M | 42.06M | 23.93M | 14.92M | 1.86M | -15.16M | -21.29M | -25.37M | 234.00K |
| Cash & Equivalents | 199.64K | 104.01K | 2.05M | 1.07M | 9.84M | 10.48M | 4.86M | 3.68M | 3.54M | 5.45M | 7.66M | 22.90M | 28.49M | 18.40M | 42.96M | 23.66M |
| Long Term Debt | - | - | 31.84M | - | - | - | - | 308.12M | 364.47M | 342.89M | 347.10M | 336.43M | 466.03M | 477.57M | - | - |
| Total Liabilities | - | 14.16M | 36.46M | 99.76M | 151.85M | 201.88M | 331.32M | 333.84M | 386.87M | 371.13M | 376.97M | 368.93M | 531.98M | 526.80M | 537.05M | 507.04M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 349.71K | -289.88K | -2.45M | -2.48M | -5.33M | 11.10M | 23.82M | 22.00M | 15.25M | 15.78M | 17.04M | 30.76M | 20.93M | 25.99M | 21.13M |
| Investing Cash Flow | -33.35K | -8.80M | -22.58M | -19.60M | -54.86M | -59.14M | -3.08M | -22.45M | 868.00K | 2.24M | 5.10M | -133.51M | -31.52M | 15.48M | 32.14M |
| Financing Cash Flow | -412.00K | 11.04M | 24.14M | 30.84M | 60.82M | 44.48M | -22.97M | 6.16M | -12.53M | 3.16M | -24.49M | 118.20M | -5.47M | -20.56M | -65.36M |
| Capital Expenditure | -33.35K | -47.34K | -707.09K | -521.40K | -531.00K | -1.89M | -7.31M | -5.57M | -2.71M | -2.27M | -6.41M | -8.51M | - | - | - |
| Free Cash Flow | 316.37K | -337.22K | -3.16M | -3.00M | -5.86M | 9.21M | 16.51M | 16.43M | 12.54M | 13.51M | 10.63M | 22.25M | - | - | - |
| Dividends Paid | - | 126.08K | 2.89M | 5.43M | 14.19M | 17.69M | 20.74M | 14.59M | 0 | - | 0 | 2.69M | 10.75M | 10.44M | 6.56M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | 13.1% | -9.8% | -23.0% | -41.5% | -45.1% | -0.7% | 2.7% | 3.8% | 1,507.5% | 1,910.6% | 2,071.1% | 1,696.4% | 1,475.5% | 1,732.7% | 2,468.4% |
| Net Margin % | -28.8% | -47.7% | -48.1% | -71.0% | -63.4% | -25.4% | -20.7% | -25.3% | -1,116.5% | 25.4% | -1,002.4% | -858.9% | -235.2% | -444.7% | 500.9% |
| ROE % | -82.9% | -13.4% | -19.9% | -24.8% | -17.8% | -11.8% | -19.0% | -39.2% | -33.6% | 1.6% | -507.4% | 82.1% | 22.0% | 38.0% | 3,747.9% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Stilwell Value LLC | 0.01% | 396 | $423 |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for WHLR
Top Midday Decliners
Wheeler Real Estate Investment Trust (WHLR) said in a regulatory filing that it is marketing 35 of i
Wheeler Real Estate Investment Trust, Inc. Announces the Release of its First Quarter 2026 Financial and Operating Results
VIRGINIA BEACH, VA / ACCESS Newswire / May 8, 2026 / Wheeler Real Estate Investment Trust, Inc. (NASDAQ:WHLR) (the "Company") announced today that it has reported its financial and operating results for the three months ended March 31, 2026…
Cedar Realty Trust Declares Dividends on Preferred Stock
VIRGINIA BEACH, VA / ACCESS Newswire / July 30, 2026 / Cedar Realty Trust, Inc. (NYSE:CDRpB)(NYSE:CDRpC) (the "Company") announced today that its Board of Directors declared the payment of a cash dividend of $0.453125 per share on the Compa…
One-Year In, Rob Wheeler's ATM Hits $1 Million in Revenue
The business-to-business media venture has leaned into event coverage and is planning its first awards show this winter.
Wheeler Real Estate Investment Trust, Inc. Announces the Release of Its Second Quarter 2026 Financial and Operating Results
VIRGINIA BEACH, VA / ACCESS Newswire / August 6, 2026 / Wheeler Real Estate Investment Trust, Inc. (NASDAQ:WHLR) (the "Company") announced today that it has reported its financial and operating results for the three and six months ended Jun…
Multifamily Management National Firm, Drucker + Falk Welcomes Crystal Plum as Chief Financial Officer
Strategic financial leader brings public REIT expertise and deep real estate experience to the executive team NEWPORT NEWS, Va., March 16, 2026 (GLOBE NEWSWIRE) -- Drucker + Falk (DF), one of the nation’s most prominent multifamily manageme…
WHLR — Frequently Asked Questions
What is the current share price of Wheeler Real Estate Investment Trust, Inc. (WHLR)?
As of 2026-09-07 16:24 PDT, Wheeler Real Estate Investment Trust, Inc. (WHLR) trades at $0.47 on NasdaqCM. Its 52-week range is $0.36 to $13,392.00.
What is the market capitalisation of WHLR?
Wheeler Real Estate Investment Trust, Inc. (WHLR) has a market capitalisation of $436.73K on NasdaqCM.
What is the P/E ratio of WHLR?
WHLR trades at a trailing price-to-earnings (P/E) ratio of -0.01. The industry average P/E is 24.38. Its price-to-book (P/B) ratio is -0.00.
What is the return on equity (ROE) of WHLR?
WHLR has a return on equity (ROE) of 22.57%.
Is WHLR a good stock to buy?
This page provides a data-driven analysis of Wheeler Real Estate Investment Trust, Inc. (WHLR), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.