YOLFTbeta
Wheeler Real Estate Investment Trust Inc Pref

Wheeler Real Estate Investment Trust Inc Pref

WHLRP · NASDAQ · Real Estate / REIT - Retail

12.80USD+0.00 (0.00%)

Price History

Full chart

Market Stats

Previous Close12.80
Open12.80
Day Range12.80 – 12.80
52-Week Range3.18 – 11.47
Volume0
Market Cap7.18M
P/E (TTM)0.00
Forward P/E0.00
EPS-1.87
Dividend Yield5.03%
Beta0.51
50-Day Avg9.28
200-Day Avg7.71

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---00000.290.240.270.1300.150.110.06--
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 Expense1.59M1.76M1.88M966.11K2.11M5.91M9.04M13.36M17.16M20.23M18.98M17.09M33.03M21.39M27.70M29.56M31.06M
Interest Expense % of Total Revenue35.20%95.08%97.45%39.69%24.20%34.43%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 Assets30.08M14.81M14.82M52.69M125.37M200.48M309.24M489.05M457.67M508.08M484.37M489.38M465.28M684.54M668.33M653.70M601.73M
Total Liabilities27.85M13.81M14.16M36.46M99.76M147.36M201.88M383.85M333.84M386.87M458.36M376.97M368.93M531.98M526.80M537.05M507.04M
Total Equity2.24M1.00M669.33K8.69M18.40M53.12M98.26M105.19M116.74M121.21M26.01M110.48M94.41M86.36M75.41M59.26M63.44M
Cash434.70K199.64K104.01K2.05M1.16M9.97M18.07M4.86M12.29M3.54M5.45M7.66M22.90M28.49M18.40M42.96M23.66M
Total Debt26.55M12.35M12.14M31.84M94.56M153.35M192.35M305.97M317.74M360.19M403.56M347.47M349.72M506.48M505.72M492.74M483.75M
Net Debt26.11M12.15M12.03M29.79M93.41M131.48M174.28M301.11M305.45M356.57M347.38M339.81M326.82M477.98M487.31M460.89M460.09M

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-999.49K-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--2.69M10.75M10.44M6.56M
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%301.59%162.84%

Earnings

Report DateJun 30, 2012Sep 30, 2012Dec 31, 2012Mar 31, 2013Jun 30, 2013Sep 30, 2013Dec 31, 2013Mar 31, 2014Sep 30, 2014Nov 13, 2014Mar 6, 2015May 12, 2015Aug 10, 2015Nov 10, 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 2, 2019Aug 5, 2019Nov 7, 2019Feb 26, 2020May 12, 2020Aug 4, 2020Nov 10, 2020Mar 18, 2021May 6, 2021Aug 5, 2021Nov 9, 2021Feb 28, 2022May 11, 2022Aug 9, 2022Nov 8, 2022Mar 2, 2023May 9, 2023Mar 4, 2025May 6, 2025Aug 5, 2025Nov 6, 2025
EPS Estimate0.000.000.000.000.000.000.000.000.00-0.23-0.22-3.04-1.92-0.64-0.72-0.48-0.40-0.32-0.48-0.24-0.44-0.42-0.560.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
EPS Actual-0.63-0.89-0.96-1.05-3.13-3.05-0.31-1.34-5.08-0.62-0.70-6.40-33.04-2.80-0.32-0.48-0.48-0.32-0.72-0.39-0.34-0.52-0.62-0.57-0.61-0.41-1.25-0.31-1.10-0.48-0.45-0.57-0.35-0.22-0.25-0.31-0.58-0.02-0.45-0.70-0.24-0.66-0.60-0.5579.54-156.90-47.26-0.83
Surprise----------169.57%-218.18%-110.53%-1620.83%-337.50%55.56%0.00%-20.00%0.00%-50.00%-62.50%22.73%-23.81%-10.71%-------------------------
Timing---------After-hoursPre-marketAfter-hoursAfter-hoursPre-marketAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursPre-marketPre-marketAfter-hoursAfter-hours---------------------

Key Statistics & Ratios

Market Cap7.18M
Enterprise Value567.29M
Trailing P/E0.00
Forward P/E0.00
PEG Ratio0.00
Price / Sales0.07
Price / Book0.00
EPS-1.87
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 Outstanding0
Shares Float53.65K
Beta0.51
Dividend Yield5.03%
Dividend Rate0.00
Payout Ratio0.00%

Ownership Breakdown

Institutions
62.03%
Insiders
0.00%
Retail / Other
37.97%

Top Institutional Holders

  • Stilwell Value LLC
    710.47K0.00%
  • Magnetar Financial LLC
    218.51K0.00%
  • Ursa Fund Management, LLC
    160.00K0.00%
  • HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS
    82.30K0.00%
  • LPL Financial Corp
    22.86K0.00%
  • Susquehanna International Group, LLP
    10.43K0.00%
  • Wolverine Asset Management LLC
    6.07K0.00%
  • Daytona Street Capital LLC
    3.62K0.00%
  • Clear Street Group Inc
    2.50K0.00%
  • Advisor Group Holdings, Inc.
    6600.00%
  • UBS Group AG
    10.00%
  • Krilogy Advisors LLC
    00.00%

Dividends

20261×
0.45Aug 10, 2026
20241×
0.45Aug 9, 2024
20183×
0.56Sep 27, 20180.56Jun 28, 20180.56Mar 28, 2018
20174×
0.56Dec 28, 20170.56Sep 28, 20170.56Jun 28, 20170.56Mar 28, 2017
20164×
0.56Dec 28, 20160.56Sep 28, 20160.56Jun 28, 20160.56Mar 29, 2016
20154×
0.56Dec 29, 20150.56Sep 28, 20150.56Jun 26, 20150.56Mar 27, 2015
20143×
0.56Dec 29, 20140.56Sep 26, 20140.39Jun 26, 2014