WHLR - Wheeler Real Estate Investment Trust Stock Price, Fair Value and News

2.69USD-0.57 (-17.48%)Market Closed

Market Summary

USD2.69-0.57

Market Closed

-17.48%

WHLR Stock Price

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WHLR RSI Chart

WHLR Valuation

Market Cap

183.0M

Price/Earnings (Trailing)

-14.82

Price/Sales (Trailing)

1.79

EV/EBITDA

2.17

Price/Free Cashflow

8.14

WHLR Price/Sales (Trailing)

WHLR Profitability

EBT Margin

5.59%

Return on Equity

-33.28%

Return on Assets

-1.85%

Free Cashflow Yield

12.29%

WHLR Fundamentals

WHLR Revenue

Revenue (TTM)

102.1M

Rev. Growth (Yr)

-0.74%

Rev. Growth (Qtr)

-1.31%

WHLR Earnings

Earnings (TTM)

-12.3M

Earnings Growth (Yr)

-2.5K%

Earnings Growth (Qtr)

-178.11%

Breaking Down WHLR Revenue

Last 7 days

-14.3%

Last 30 days

-22.7%

Last 90 days

-34.9%

Trailing 12 Months

-98.6%

How does WHLR drawdown profile look like?

WHLR Financial Health

WHLR Investor Care

Dividend Yield

191.0M%

Dividend/Share (TTM)

5.1M

Shares Dilution (1Y)

166485.11%

Diluted EPS (TTM)

21.55

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs

Net sales

Year	Q1	Q2	Q3	Q4
2024	102.1M	0	0	0
2023	87.2M	96.6M	103.1M	102.3M
2022	62.1M	62.1M	65.3M	76.6M
2021	60.2M	60.5M	61.0M	61.3M
2020	62.7M	62.4M	61.8M	61.0M
2019	65.0M	63.6M	63.1M	63.2M
2018	60.5M	62.7M	63.6M	65.3M
2017	49.3M	53.0M	56.3M	58.5M
2016	31.6M	36.7M	41.4M	44.2M
2015	17.0M	19.4M	23.1M	27.6M
2014	9.7M	11.7M	13.2M	15.5M
2013	3.6M	4.7M	6.2M	7.6M
2012	2.1M	0	2.3M	2.4M
2011	0	0	0	1.9M

Get all data in R, Python etc through our Historical Stock Data APIs

Tracking the Latest Insider Buys and Sells of Wheeler Real Estate Investment Trust

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Feb 05, 2024	stilwell joseph	acquired	-	-	13,041,200	-
Dec 21, 2023	stilwell joseph	bought	56,940	0.2847	200,000	-
Dec 20, 2023	stilwell joseph	bought	90,950	0.2849	319,238	-
Dec 05, 2023	stilwell joseph	acquired	-	-	20,233,800	-
Nov 07, 2023	steamboat capital partners, llc	sold	-86,432	0.3151	-274,302	-
Oct 09, 2023	corbin capital partners, l.p.	sold	-263,732	1.0344	-254,961	-
Sep 07, 2023	steamboat capital partners, llc	sold	-31,245	7.6042	-4,109	-
Jun 01, 2023	campbell kerry g.	sold	-2,160	0.72	-3,000	-
Nov 29, 2022	steamboat capital partners, llc	bought	3,727	1.9	1,962	-
Nov 28, 2022	steamboat capital partners, llc	bought	8,422	1.8734	4,496	-

Which funds bought or sold WHLR recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
May 16, 2024	JANE STREET GROUP, LLC	new	-	11,200	11,200	-%
May 15, 2024	Royal Bank of Canada	unchanged	-	-	-	-%
May 15, 2024	GOLDMAN SACHS GROUP INC	new	-	3,584	3,584	-%
May 15, 2024	MILLENNIUM MANAGEMENT LLC	sold off	-100	-34,646	-	-%
May 15, 2024	Magnetar Financial LLC	unchanged	-	2,051,350	13,500,700	0.30%
May 15, 2024	Magnetar Financial LLC	unchanged	-	88,497	372,563	0.01%
May 15, 2024	NEXPOINT ASSET MANAGEMENT, L.P.	unchanged	-	26,419	133,410	0.02%
May 15, 2024	Corbin Capital Partners, L.P.	unchanged	-	16,050	81,050	0.14%
May 15, 2024	Tower Research Capital LLC (TRC)	added	21.01	-431	712	-%
May 15, 2024	Cable Car Capital LLC	unchanged	-	288,673	2,096,520	2.90%

Are Funds Buying or Selling WHLR?

Are funds buying WHLR calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own WHLR

No. of Funds

Unveiling Wheeler Real Estate Investment Trust's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
May 15, 2024	amster howard	16.60%	427,871	SC 13D/A
Mar 21, 2024	amster howard	14.76%	380,456	SC 13D/A
Feb 14, 2024	ay2 capital llc	5.9%	3,499,704	SC 13G
Feb 14, 2024	derrick william c	8.03%	202,029	SC 13G/A
Feb 14, 2024	derrick william c	0.20%	107,563	SC 13G/A
Feb 14, 2024	magnetar financial llc	9.8%	5,841,950	SC 13G/A
Feb 08, 2024	amster howard	11.54%	297,512	SC 13D/A
Feb 07, 2024	stilwell joseph	49.99%	34,097,711	SC 13D/A
Jan 25, 2024	amster howard	9.01%	238,900	SC 13D/A
Jan 12, 2024	amster howard	5.13%	2,822,230	SC 13D

Recent SEC filings of Wheeler Real Estate Investment Trust

View All Filings

Date Filed	Form Type	Document
May 17, 2024	SC 13G/A	Major Ownership Report
May 16, 2024	3	Insider Trading
May 15, 2024	SC 13D/A	13D - Major Acquisition
May 14, 2024	424B3	Prospectus Filed
May 14, 2024	8-K	Current Report
May 07, 2024	424B3	Prospectus Filed
May 07, 2024	424B3	Prospectus Filed
May 07, 2024	8-K	Current Report
May 07, 2024	8-K	Current Report
May 06, 2024	10-Q	Quarterly Report

Peers (Alternatives to Wheeler Real Estate Investment Trust)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
AMT	90.9B	11.2B	13.13%	1.87%	46.04	8.11	3.63%	50.79%
CCI	44.7B	6.8B	10.57%	-9.74%	32.06	6.53	-2.39%	-16.60%
AVB	28.3B	2.8B	9.91%	13.04%	29.6	10.08	5.72%	-6.47%
ARE	21.7B	3.0B	6.63%	6.21%	110.61	7.35	10.44%	-73.79%
AMH	13.5B	-	6.12%	9.11%	31.9	8.3	8.93%	11.87%
REG	11.3B	1.4B	6.30%	4.57%	30.12	8.22	10.48%	-2.93%
BXP	9.9B	3.3B	9.08%	28.09%	51.64	3	4.82%	-75.15%
MID-CAP
FRT	8.5B	1.2B	5.40%	14.57%	35.59	7.38	5.48%	-38.69%
SLG	3.4B	892.3M	6.62%	140.10%	-6.71	3.85	-5.33%	-307.54%
MAC	3.4B	878.0M	1.11%	67.10%	-9.8	3.82	2.35%	-290.60%
SMALL-CAP
AAT	1.4B	444.1M	12.17%	21.82%	20.36	3.15	3.54%	8.91%
AIV	1.2B	198.2M	6.70%	-0.84%	-7.55	6.02	-43.33%	-308.08%
MFA	1.1B	650.2M	7.51%	2.13%	36.77	1.73	27.93%	140.31%
NYMT	572.0M	285.4M	-8.06%	-36.92%	-4.15	2	11.05%	83.70%
IVR	459.4M	277.2M	15.74%	-12.95%	-56.03	1.66	25.89%	94.64%

Wheeler Real Estate Investment Trust News

Latest updates

Wheeler Real Estate Investment Trust Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Income Statement (Quarterly)																					(In Thousands)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Revenue	-1.3%	25,872	26,215	25,204	24,840	26,066	26,951	18,718	15,479	15,497	15,584	15,508	15,490	14,728	15,296	14,964	15,169	15,574	16,070	15,565	15,532	15,995
Costs and Expenses	-3.4%	18,394	19,048	18,121	18,461	19,492	19,598	14,134	10,130	10,790	11,104	10,463	12,106	10,182	9,865	10,115	10,634	11,994	12,130	11,783	17,410	12,379
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	12,130	11,783	17,410	12,379
S&GA Expenses	-100.0%	-	3,386	2,475	2,818	3,071	3,186	2,498	1,673	1,264	2,195	1,756	1,607	1,582	1,264	1,080	1,615	1,872	2,090	1,349	1,380	1,814
EBITDA Margin	0.3%	0.65*	0.65*	0.46*	0.59*	0.53*	0.53*	0.66*	0.65*	0.55*	0.63*	0.59*	0.54*	-	-	-	-	-	-	-	-	-
Interest Expenses	-9.6%	7,405	8,189	7,469	10,179	6,477	11,029	6,949	7,501	4,628	13,215	5,637	5,215	8,961	4,307	4,114	4,273	4,399	4,589	4,654	4,947	4,793
Income Taxes	-	-	-	2.00	46.00	-	-	-	-	-	-	-	2.00	-	-2.00	-	-6.00	8.00	-8.00	8.00	7.00	8.00
Earnings Before Taxes	-100.0%	-	19,154	-11,366	-1,248	-	-835	-3,006	-53.00	-	-5,333	3,083	-3,065	-4,034	1,174	720	262	-1,869	-684	-952	-7,156	663
EBT Margin	0.2%	0.06*	0.06*	-0.16*	-0.05*	-0.11*	-0.12*	-0.08*	-0.09*	-0.15*	-0.15*	-0.05*	-0.09*	-	-	-	-	-	-	-	-	-
Net Income	-178.1%	-10,749	13,761	-14,061	-1,294	-409	-3,583	-4,240	-53.00	-4,576	-5,360	3,026	-3,067	-4,034	1,150	707	268	-1,877	-621	-959	-7,163	655
Net Income Margin	-517.4%	-0.12*	-0.02*	-0.19*	-0.10*	-0.10*	-0.16*	-0.22*	-0.11*	-0.16*	-0.15*	-0.05*	-0.09*	-	-	-	-	-	-	-	-	-
Free Cashflow	-11.3%	5,234	5,902	-630	3,665	-468	675	15,116	4,627	1,829	-93.00	2,502	4,443	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Assets	-0.1%	668	668	672	673	681	685	693	467	460	465	502	478	483	489	474	477	479	484	489	499	509
Cash Equivalents	109.3%	39.00	18.00	25.00	29.00	25.00	28.00	24.00	25.00	21.00	40.00	36.00	11.00	9.00	43.00	7.00	8.00	7.00	22.00	5.00	4.00	4.00
Liabilities	1.5%	535	527	545	526	532	532	539	373	368	369	402	381	381	377	363	366	368	371	375	384	387
Shareholder's Equity	-17.2%	37.00	45.00	-	40.00	46.00	51.00	55.00	-	-	4.00	11.00	10.00	15.00	17.00	18.00	19.00	22.00	26.00	29.00	33.00	43.00
Retained Earnings	-3.3%	-335	-324	-337	-307	-300	-295	-288	-283	-280	-274	-266	-267	-262	-260	-259	-258	-256	-251	-248	-244	-235
Additional Paid-In Capital	1.1%	260	258	235	235	235	235	235	235	234	234	234	234	234	234	234	234	234	234	234	234	234
Shares Outstanding	2936.2%	68.00	2.00	-	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	-	-	-	-	-	-	-	-	-
Minority Interest	0.0%	66.00	66.00	66.00	66.00	66.00	66.00	65.00	1.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00
Float	-	-	-	-	5.00	-	-	-	21.00	-	-	-	37.00	-	-	-	12.00	-	-	-	12.00	-

Cashflow (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Cashflow (Quarterly)																					(In Thousands)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Cashflow From Operations	-11.3%	5,234	5,902	3,525	7,820	3,687	2,804	18,003	6,577	3,374	2,528	4,977	4,797	4,739	1,803	6,483	4,271	3,223	2,637	4,809	5,110	2,697
Share Based Compensation	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-242	72.00	82.00	90.00
Cashflow From Investing	65.3%	-4,134	-11,903	-9,582	-5,881	-4,155	6,594	-136,859	-1,978	-1,269	1,282	1,198	-354	2,975	2,221	-1,105	-218	1,339	-1,306	-459	-685	3,318
Cashflow From Financing	21.5%	-2,393	-3,049	3,769	-2,915	-3,276	-7,835	126,606	5,135	-5,706	-35,291	21,573	-4,500	-6,273	14,547	-4,118	-4,354	-2,915	-2,267	-2,183	-2,670	-5,409
Dividend Payments	-100.0%	-	2,688	2,688	2,688	2,688	2,688	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-

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WHLR Income Statement

2024-03-31

Condensed Consolidated Statements of Operations - USD ($) $ in Thousands	3 Months Ended
	Mar. 31, 2024	Mar. 31, 2023
REVENUE:
Rental revenues	$ 25,695	$ 25,500
Other revenues	177	566
Total Revenue	25,872	26,066
OPERATING EXPENSES:
Property operations	9,050	8,955
Depreciation and amortization	6,598	7,466
Corporate general & administrative	2,746	3,071
Total Operating Expenses	18,394	19,492
Operating Income	7,478	6,574
Interest income	63	47
Loss on investment securities, net	(106)	0
Interest expense	(7,405)	(6,477)
Net changes in fair value of derivative liabilities	(5,507)	1,852
Gain on preferred stock redemptions	213	0
Other expense	(742)	(2,405)
Net Loss	(6,006)	(409)
Less: Net income attributable to noncontrolling interests	2,701	2,692
Net Loss Attributable to Wheeler REIT	(8,707)	(3,101)
Preferred stock dividends - undeclared	(2,042)	(2,264)
Net Loss Attributable to Wheeler REIT Common Shareholders	(10,749)	(5,365)
Net Loss Attributable to Wheeler REIT Common Shareholders	$ (10,749)	$ (5,365)
Loss per share
Basic (in dollars per share)	$ (0.17)	$ (5.48)
Diluted (in dollars per share)	$ (0.17)	$ (5.48)
Weighted-average number of shares:
Basic (in shares)	62,952,191	979,403
Diluted (in shares)	62,952,191	979,403

WHLR Balance Sheet

2024-03-31

Condensed Consolidated Balance Sheets - USD ($)	Mar. 31, 2024	Dec. 31, 2023
Real estate:
Investment properties	$ 643,306,000	$ 660,720,000
Less accumulated depreciation	(99,205,000)	(95,598,000)
Real estate, net	544,101,000	565,122,000
Cash and cash equivalents	17,732,000	18,404,000
Restricted cash	20,782,000	21,403,000
Receivables, net	11,733,000	13,126,000
Investment securities - related party	10,579,000	10,685,000
Assets held for sale	24,101,000	0
Above market lease intangibles, net	1,909,000	2,114,000
Operating lease right-of-use assets	9,397,000	9,450,000
Deferred costs and other assets, net	27,280,000	28,028,000
Total Assets	667,614,000	668,332,000
LIABILITIES:
Loans payable, net	478,205,000	477,574,000
Liabilities associated with assets held for sale	1,181,000	0
Below market lease intangibles, net	16,508,000	17,814,000
Derivative liabilities	9,160,000	3,653,000
Operating lease liabilities	10,280,000	10,329,000
Series D Preferred Stock redemptions	0	369,000
Accounts payable, accrued expenses and other liabilities	19,289,000	17,065,000
Total Liabilities	534,623,000	526,804,000
Commitments and contingencies (Note 8)
EQUITY:
Common Stock ($0.01 par value, 200,000,000 shares authorized, 68,023,718 and 53,769,787 shares issued and outstanding, respectively)	680,000	538,000
Additional paid-in capital	260,419,000	257,572,000
Accumulated deficit	(335,603,000)	(324,854,000)
Total Shareholders’ Deficit	(29,031,000)	(21,293,000)
Noncontrolling interests	66,123,000	66,116,000
Total Equity	37,092,000	44,823,000
Total Liabilities and Equity	667,614,000	668,332,000
Series D Cumulative Convertible Preferred Stock
LIABILITIES:
Series D Cumulative Convertible Preferred Stock	95,899,000	96,705,000
Series A Preferred Stock
EQUITY:
Series A Preferred Stock (no par value, 4,500 shares authorized, 562 shares issued and outstanding; $0.6 million in aggregate liquidation value) Series B Convertible Preferred Stock (no par value, 5,000,000 authorized, 3,379,142 shares issued and outstanding; $84.5 million aggregate liquidation preference)	453,000	453,000
Series B Convertible Preferred Stock
EQUITY:
Series A Preferred Stock (no par value, 4,500 shares authorized, 562 shares issued and outstanding; $0.6 million in aggregate liquidation value) Series B Convertible Preferred Stock (no par value, 5,000,000 authorized, 3,379,142 shares issued and outstanding; $84.5 million aggregate liquidation preference)	45,020,000	44,998,000
Land and land improvements
Real estate:
Investment properties	138,867,000	149,908,000
Buildings and improvements
Real estate:
Investment properties	$ 504,439,000	$ 510,812,000

About Wheeler Real Estate Investment Trust

Headquartered in Virginia Beach, Virginia, Wheeler Real Estate Investment Trust, Inc. is a fully integrated, self-managed commercial real estate investment trust (REIT) focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers.

CEO	Mr. Michael Andrew Franklin
WEBSITE	whlr.us
INDUSTRY	REIT Mortgage
EMPLOYEES	47

Wheeler Real Estate Investment Trust Frequently Asked Questions

What is the ticker symbol for Wheeler Real Estate Investment Trust? What does WHLR stand for in stocks?

WHLR is the stock ticker symbol of Wheeler Real Estate Investment Trust. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Wheeler Real Estate Investment Trust (WHLR)?

As of Fri May 17 2024, market cap of Wheeler Real Estate Investment Trust is 182.98 Million. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of WHLR stock?

You can check WHLR's fair value in chart for subscribers.

What is the fair value of WHLR stock?

You can check WHLR's fair value in chart for subscribers. The fair value of Wheeler Real Estate Investment Trust is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Wheeler Real Estate Investment Trust is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for WHLR so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Wheeler Real Estate Investment Trust a good stock to buy?

The fair value guage provides a quick view whether WHLR is over valued or under valued. Whether Wheeler Real Estate Investment Trust is cheap or expensive depends on the assumptions which impact Wheeler Real Estate Investment Trust's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for WHLR.

What is Wheeler Real Estate Investment Trust's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri May 17 2024, WHLR's PE ratio (Price to Earnings) is -14.82 and Price to Sales (PS) ratio is 1.79. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. WHLR PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Wheeler Real Estate Investment Trust's stock?

In the past 10 years, Wheeler Real Estate Investment Trust has provided -0.556 (multiply by 100 for percentage) rate of return.