YOLFTbeta
Wheeler Real Estate Investment Trust, Inc.

Wheeler Real Estate Investment Trust, Inc.

WHLR · NASDAQ · Real Estate / REIT - Retail

0.4855USD-0.02 (-4.35%)

Price History

Full chart

Market Stats

Previous Close0.5076
Open0.5015
Day Range0.4504 – 0.5168
52-Week Range0.3201 – 79,431.84
Volume824.54K
Market Cap1.90M
P/E (TTM)0.00
Forward P/E0.00
EPS1,704.05
Dividend Yield0.00%
Beta0.51
50-Day Avg14.89
200-Day Avg3,322.47

About

Wheeler Real Estate Investment Trust, Inc. is a Maryland corporation formed on June 23, 2011. The Trust serves as the general partner of Wheeler REIT, L.P., which was formed as a Virginia limited partnership on April 5, 2012. At June 30, 2026, the Company owned 100% of the Operating Partnership. As of June 30, 2026, the Trust owned and operated fifty-nine properties, including fifty-six retail shopping centers and three undeveloped properties in South Carolina, Georgia, Virginia, Pennsylvania, North Carolina, New Jersey, Florida, Connecticut, Kentucky, Tennessee, Massachusetts, Alabama, Maryland and West Virginia. These centers and undeveloped properties include the properties acquired through the Cedar Acquisition. Wheeler Real Estate Investment Trust, Inc. was established in 2011 and was incorporated in Maryland.

Company Details

  • SectorReal Estate
  • IndustryREIT - Retail
  • CEOMr. Michael Andrew Franklin
  • Employees49
  • HeadquartersRiversedge North, Virginia Beach, VA, United States, 23452-7650, USA
  • Websitehttps://www.whlr.us

Leadership

  • Mr. Michael Andrew FranklinCEO & President · b. 1981
  • Mr. Jason F. SimoneChief Financial Officer · b. 1978
  • Mr. Patrick GundlachChief Accounting Officer & Treasurer · b. 1982
  • Ms. Victoria H. StuhmerMarketing Manager
  • Ms. Dana ShermanVice President of Human Resources
  • Ms. Sydney SchlimgenCorporate Secretary

Financials

Income Statement

Currency: USD2009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Revenue4.50M1.85M1.93M2.43M8.71M17.16M26.37M44.16M58.53M65.79M63.05M60.83M61.31M76.64M102.33M104.57M99.44M
Growth (%)--58.84%+3.84%+26.42%+257.75%+97.06%+53.71%+67.43%+32.55%+12.39%-4.17%-3.52%+0.80%+25.01%+33.51%+2.20%-4.90%
Cost of Revenue1.18M1.25M1.27M1.34M5.18M12.54M25.23M32.54M41.62M45.56M19.13M18.89M19.62M25.73M34.87M35.10M33.04M
Gross Profit3.32M599.90K660.03K1.09M3.53M4.62M1.14M11.63M16.91M20.22M43.92M41.94M41.69M50.91M67.45M69.47M66.40M
Gross Margin73.76%32.36%34.28%44.89%40.50%26.95%4.33%26.33%28.90%30.74%69.66%68.95%68.00%66.43%65.92%66.44%66.77%
Operating Expense1.56M858.06K1.21M2.30M5.40M16.37M6.41M6.62M14.35M6.07M33.06M23.52M22.18M26.32M38.05M31.94M34.65M
Operating Income1.76M-258.16K-554.60K-1.21M-1.88M-11.75M-5.27M5.00M2.57M14.16M10.85M18.42M19.51M24.60M29.41M37.53M31.75M
Operating Margin39.17%-13.92%-28.81%-49.53%-21.56%-68.45%-19.98%11.33%4.39%21.52%17.22%30.28%31.82%32.09%28.74%35.89%31.93%
EBITDA3.15M474.69K190.33K-383.50K1.59M-3.53M11.61M25.64M28.80M41.25M36.12M35.83M38.49M32.47M62.33M55.65M68.87M
EBITDA Margin69.83%25.60%9.89%-15.76%18.25%-20.54%44.03%58.06%49.20%62.70%57.29%58.90%62.78%42.36%60.91%53.21%69.26%
Net Income179.01K-258.16K-554.60K-1.16M-3.66M-10.55M-20.03M-11.89M-13.60M-16.50M-8.04M245.00K-9.44M-12.45M-4.69M-9.58M8.77M
Net Income Margin3.97%-13.92%-28.81%-47.73%-42.04%-61.48%-75.93%-26.93%-23.23%-25.08%-12.75%0.40%-15.40%-16.25%-4.58%-9.16%8.82%
R&D---00000000.1300.150.110.06--
R&D as % of Total Revenue---0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%--
Interest Expense1.59M1.76M1.88M966.11K2.50M6.81M9.04M13.36M17.16M20.23M18.98M17.09M33.03M21.39M27.70M29.56M31.06M
Interest Expense % of Total Revenue35.20%95.08%97.45%39.69%28.69%39.71%34.29%30.24%29.32%30.75%30.11%28.10%53.87%27.91%27.07%28.27%31.24%

Balance Sheet

Currency: USD2009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Assets30.08M32.70M32.08M52.69M125.37M200.48M313.97M489.05M457.67M508.08M484.37M489.38M465.28M684.54M668.33M653.70M601.73M
Total Liabilities27.85M30.77M31.13M36.46M99.76M147.36M206.60M383.85M387.08M386.87M458.36M376.97M368.93M531.98M526.80M537.05M507.04M
Total Equity2.24M1.94M946.02K8.69M18.40M53.12M107.37M105.19M70.60M119.02M26.01M110.48M94.41M86.36M75.41M59.26M63.44M
Cash434.70K363.62K218.90K2.05M1.16M9.97M11.31M4.86M3.68M18.00M5.45M7.66M22.90M28.49M18.40M42.96M23.66M
Total Debt26.55M29.20M28.73M31.84M94.56M153.35M373.97M611.95M308.12M370.24M403.56M347.47M349.72M506.48M505.72M492.74M483.75M
Net Debt26.11M28.84M28.51M29.79M93.41M131.48M178.03M301.11M304.44M352.24M347.38M339.81M326.82M477.98M487.31M460.89M460.09M

Cash Flow

Currency: USD2009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Operating Cash Flow1.22M419.52K349.71K-289.88K-2.45M-4.44M-4.03M11.10M23.84M22.00M15.25M15.78M17.04M30.76M20.93M25.99M21.13M
Investing Cash Flow--46.76K-33.35K-8.80M-22.58M-18.16M-54.86M-60.54M-2.98M-22.45M868.00K2.24M5.10M-133.51M-31.52M3.98M32.14M
Financing Cash Flow-413.10K-419.32K-412.00K11.04M24.14M31.42M60.82M44.48M-22.97M6.16M-12.53M3.16M-24.49M118.20M-5.47M-9.06M-65.36M
Capital Expenditure046.76K33.34K8.80M707.09K521.40K531.26K1.96M7.37M5.57M2.71M2.27M6.41M8.51M20.02M22.53M17.11M
Free Cash Flow1.22M372.76K316.37K-9.09M-3.16M-3.00M-4.56M9.14M16.47M16.43M12.54M13.51M10.63M22.25M913.00K3.46M4.03M
Dividends Paid993.75K321.04K281.39K126.08K2.89M5.43M14.19M17.69M20.74M14.59M0--2.69M10.75M-6.56M
FCF to OCF100.00%88.85%90.47%3136.41%128.84%67.49%113.18%82.36%69.10%74.67%82.23%85.61%62.37%72.33%4.36%13.32%19.05%
Dividend Paid to FCF81.25%86.13%88.94%-1.39%-91.39%-181.24%-310.99%193.51%125.91%88.82%0.00%--12.08%1177.66%-162.84%

Earnings

Report DateDec 31, 2012Mar 31, 2013Jun 30, 2013Sep 30, 2013Feb 26, 2014May 28, 2014Aug 14, 2014Nov 13, 2014Mar 6, 2015May 12, 2015Aug 10, 2015Nov 9, 2015Mar 8, 2016May 4, 2016Aug 3, 2016Nov 8, 2016Feb 27, 2017May 1, 2017Aug 8, 2017Nov 8, 2017Mar 6, 2018May 8, 2018Aug 8, 2018Nov 6, 2018Feb 26, 2019May 1, 2019Aug 5, 2019Nov 6, 2019Feb 26, 2020May 12, 2020Aug 11, 2020Nov 10, 2020Mar 9, 2021May 5, 2021Aug 10, 2021Nov 9, 2021Mar 1, 2022May 11, 2022Aug 9, 2022Nov 8, 2022Mar 2, 2023May 9, 2023Aug 8, 2023Nov 7, 2023Mar 5, 2024May 6, 2024Aug 6, 2024Nov 5, 2024Mar 3, 2025May 5, 2025Aug 5, 2025Nov 6, 2025May 8, 2026Aug 6, 2026Nov 5, 2026
EPS Estimate-------1000000.00-1000000.00-1.76-1000000.00-1000000.00-1000000.00-0.72-1000000.00-1000000.00-1000000.00-0.48-1000000.00-1000000.00-1000000.00-1000000.00-0.59-0.51-0.50-0.57--------------------------0.00---
EPS Actual-967863.51-1000000.00-1000000.00-1000000.00-312358.16-1000000.00-1000000.00-1000000.00-5.60-1000000.00-1000000.00-1000000.00-0.32-1000000.00-1000000.00-1000000.00-0.72-1000000.00-1000000.00-1000000.00-1000000.00-0.57-0.61-0.41-1.25-3.10-11.00-4.80-0.45-0.57-0.35-0.22-0.25-0.31-0.58-0.02-0.45-0.70-0.24-0.66-0.60-0.55-0.64-30.610.03-0.17-13.74-91.9963.63-22.41-47.26-0.835.9734.98-
Surprise------0.00%0.00%-218.18%0.00%0.00%0.00%55.56%0.00%0.00%0.00%-50.00%0.00%0.00%0.00%0.00%3.39%-19.61%18.00%-119.30%------------------------------
Timing------After-hoursAfter-hoursPre-marketAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursPre-marketPre-marketAfter-hoursAfter-hours------------After-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hours-----

Key Statistics & Ratios

Market Cap1.90M
Enterprise Value549.13M
Trailing P/E0.00
Forward P/E0.00
PEG Ratio0.00
Price / Sales0.02
Price / Book19.98
EPS1,704.05
Book Value-696.91
Revenue (TTM)95.44M
Gross Profit (TTM)63.81M
EBITDA49.87M
Profit Margin17.76%
Operating Margin32.10%
Return on Equity22.57%
Return on Assets3.11%
Shares Outstanding568.21K
Shares Float53.65K
Beta0.51
Dividend Yield0.00%
Dividend Rate0.00
Payout Ratio0.00%

Ownership Breakdown

Institutions
0.63%
Insiders
0.00%
Retail / Other
99.37%

Top Institutional Holders

  • Stilwell Value LLC
    1.58K0.03%
  • Allied Private Wealth LLC
    6400.01%

Top Fund Holders

  • Amundi Fds Pio Flexible Opps A EUR C
    1.24K11.81%

Dividends

20181×
0.42Mar 28, 2018
20178×
0.42Dec 28, 2017100000.00Dec 27, 2017100000.00Sep 28, 20170.42Sep 27, 2017100000.00Jun 28, 2017100000.00Mar 29, 2017100000.00Feb 24, 2017100000.00Jan 27, 2017
201612×
100000.00Dec 28, 2016100000.00Nov 28, 2016100000.00Oct 27, 2016100000.00Sep 28, 2016100000.00Aug 29, 2016100000.00Jul 27, 2016100000.00Jun 28, 2016100000.00May 26, 2016100000.00Apr 27, 2016100000.00Mar 29, 2016100000.00Feb 25, 2016100000.00Jan 27, 2016
20153×
100000.00Dec 29, 2015100000.00Nov 25, 2015100000.00Oct 28, 2015

Stock Splits

  • Oct 30, 20261:6
  • Aug 27, 20261:4
  • Jul 28, 20261:5
  • Jun 18, 20261:4
  • Apr 20, 20261:3
  • Jan 20, 20261:3
  • Dec 1, 20251:2
  • Sep 23, 20251:5
  • May 27, 20251:7
  • Mar 27, 20251:5
  • Jan 28, 20251:4
  • Nov 19, 20241:2
  • Sep 20, 20241:3
  • Jun 28, 20241:5
  • May 17, 20241:24
  • Aug 18, 20231:10
  • Apr 3, 20171:8