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

0.14USD0.00 (0.00%)Market Closed

Market Summary

USD0.140.00

Market Closed

0.00%

WHLR Stock Price

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WHLR RSI Chart

WHLR Valuation

Market Cap

9.5M

Price/Earnings (Trailing)

-4.75

Price/Sales (Trailing)

0.09

EV/EBITDA

-0.13

Price/Free Cashflow

0.45

WHLR Price/Sales (Trailing)

WHLR Profitability

EBT Margin

5.58%

Return on Equity

-4.47%

Return on Assets

-0.3%

Free Cashflow Yield

219.82%

WHLR Fundamentals

WHLR Revenue

Revenue (TTM)

102.3M

Rev. Growth (Yr)

-2.73%

Rev. Growth (Qtr)

4.01%

WHLR Earnings

Earnings (TTM)

-2.0M

Earnings Growth (Yr)

484.01%

Earnings Growth (Qtr)

197.87%

Breaking Down WHLR Revenue

Last 7 days

-6.7%

Last 30 days

-12.5%

Last 90 days

-30%

Trailing 12 Months

-98.6%

How does WHLR drawdown profile look like?

WHLR Financial Health

WHLR Investor Care

Dividend Yield

-3.1M%

Dividend/Share (TTM)

-5.6K

Shares Dilution (1Y)

229.47%

Diluted EPS (TTM)

-4.6

Historical Charts for Stock Metrics

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Net sales

Year	Q1	Q2	Q3	Q4
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 01, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	sold off	-	-	-	-%
May 01, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	sold off	-	-	-	-%
May 01, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	sold off	-	-	-	-%
Apr 09, 2024	Lowe Wealth Advisors, LLC	unchanged	-	225	1,135	-%
Apr 05, 2024	NBC SECURITIES, INC.	new	-	1,000	1,000	-%
Mar 11, 2024	VANGUARD GROUP INC	unchanged	-	-38,123	3,910	-%
Feb 26, 2024	Virtu Financial LLC	new	-	40,000	40,000	-%
Feb 20, 2024	Cable Car Capital LLC	new	-	1,807,850	1,807,850	1.88%
Feb 15, 2024	Corbin Capital Partners, L.P.	unchanged	-	-5,500	65,000	0.27%
Feb 15, 2024	JCP Investment Management, LLC	sold off	-100	-1,236,670	-	-%

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
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
Dec 29, 2023	steamboat capital partners, llc	4.7%	118,446	SC 13D/A

Recent SEC filings of Wheeler Real Estate Investment Trust

View All Filings

Date Filed	Form Type	Document
Apr 08, 2024	424B3	Prospectus Filed
Apr 08, 2024	8-K	Current Report
Mar 22, 2024	ARS	ARS
Mar 22, 2024	DEF 14A	DEF 14A
Mar 22, 2024	DEFA14A	DEFA14A
Mar 21, 2024	SC 13D/A	13D - Major Acquisition
Mar 18, 2024	4	Insider Trading
Mar 11, 2024	4	Insider Trading
Mar 06, 2024	PRE 14A	PRE 14A
Mar 06, 2024	424B3	Prospectus Filed

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	84.9B	11.2B	-6.58%	-6.48%	42.99	7.57	3.63%	50.79%
CCI	42.3B	6.8B	-6.21%	-18.16%	30.34	6.18	-2.39%	-16.60%
AVB	27.4B	2.8B	6.99%	8.22%	29.48	9.89	6.73%	-18.30%
ARE	21.1B	3.0B	-4.69%	-2.74%	109.38	7.13	10.44%	-74.28%
AMH	12.9B	1.6B	0.92%	9.41%	29.94	8.05	7.80%	39.39%
REG	10.9B	1.3B	0.59%	0.60%	29.9	8.24	8.04%	-24.50%
BXP	9.5B	3.3B	-3.24%	19.55%	50.16	2.92	5.31%	-77.32%
MID-CAP
FRT	8.5B	1.2B	5.06%	9.06%	35.51	7.36	5.48%	-38.69%
SLG	3.3B	899.4M	1.40%	149.16%	-5.9	3.71	-0.45%	-623.11%
MAC	3.1B	884.1M	-14.86%	34.73%	-11.26	3.49	2.90%	-314.82%
SMALL-CAP
AAT	1.3B	441.2M	2.13%	21.27%	20.26	2.97	4.38%	15.77%
AIV	1.2B	198.2M	3.44%	5.05%	-7.55	5.71	-43.33%	-270.70%
MFA	1.1B	605.6M	-1.45%	7.07%	13.94	1.85	25.53%	134.62%
NYMT	565.7M	258.7M	-12.57%	-34.79%	-11.62	2.19	0.11%	83.70%
IVR	441.0M	277.9M	-4.95%	-7.39%	-27.81	1.59	44.33%	96.06%

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	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2018Q4
Revenue	4.0%	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	15,968
Costs and Expenses	5.1%	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	23,748
S&GA Expenses	36.8%	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	1,749
EBITDA Margin	40.6%	0.65*	0.46*	0.55*	0.54*	0.54*	0.60*	0.59*	0.55*	0.63*	0.59*	0.54*	0.60*	0.57*	-	-	-	-	-	-	-	-
Interest Expenses	9.6%	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	5,288
Income Taxes	-100.0%	-	2.00	46.00	-	-	-	-	-	-	-	2.00	-	-2.00	-	-6.00	8.00	-8.00	8.00	7.00	8.00	-32.00
Earnings Before Taxes	268.5%	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	-12,916
EBT Margin	134.9%	0.06*	-0.16*	-0.09*	-0.10*	-0.11*	-0.14*	-0.15*	-0.15*	-0.15*	-0.05*	-0.09*	-0.03*	0.00*	-	-	-	-	-	-	-	-
Net Income	197.9%	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	-12,507
Net Income Margin	89.6%	-0.02*	-0.19*	-0.10*	-0.10*	-0.16*	-0.22*	-0.11*	-0.16*	-0.15*	-0.05*	-0.09*	-0.03*	0.00*	-	-	-	-	-	-	-	-
Free Cashflow	67.4%	5,902	3,525	3,665	-468	675	15,116	4,627	1,829	-93.00	2,502	4,443	3,777	1,181	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2018Q4
Assets	-0.5%	668	672	673	681	685	693	467	460	465	502	478	483	489	474	477	479	484	489	499	509	508
Cash Equivalents	-27.6%	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	18.00
Goodwill	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Liabilities	-3.3%	527	545	526	532	532	539	373	368	369	402	381	381	377	363	366	368	371	375	384	387	387
Shareholder's Equity	-	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	44.00
Retained Earnings	3.7%	-324	-337	-307	-300	-295	-288	-283	-280	-274	-266	-267	-262	-260	-259	-258	-256	-251	-248	-244	-235	-233
Additional Paid-In Capital	9.5%	258	235	235	235	235	235	235	234	234	234	234	234	234	234	234	234	234	234	234	234	234
Shares Outstanding	-	54.00	-	1.00	1.00	1.00	1.00	1.00	1.00	1.00	1.00	1.00	1.00	-	-	-	-	-	-	-	-	-
Minority Interest	0.0%	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	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	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2019Q1
Cashflow From Operations	67.4%	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	200
Share Based Compensation	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-242	72.00	82.00	90.00	-
Cashflow From Investing	-24.2%	-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	-180.9%	-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	0%	2,688	2,688	2,688	2,688	2,688	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-

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WHLR Income Statement

2023-12-31

Consolidated Statements of Operations - USD ($)	12 Months Ended
Consolidated Statements of Operations - USD ($)	Dec. 31, 2023	Dec. 31, 2022
REVENUE:
Rental revenues	$ 100,332,000	$ 75,195,000
Other revenues	1,993,000	1,450,000
Total Revenue	102,325,000	76,645,000
OPERATING EXPENSES:
Property operations	34,870,000	25,731,000
Depreciation and amortization	28,502,000	19,540,000
Impairment of assets held for sale	0	760,000
Corporate general & administrative	11,750,000	8,620,000
Total Operating Expenses	75,122,000	54,651,000
Gain on disposal of properties	2,204,000	2,604,000
Operating Income	29,407,000	24,598,000
Interest income	484,000	65,000
Gain on investment securities, net	685,000	0
Interest expense	(32,314,000)	(30,107,000)
Net changes in fair value of derivative liabilities	3,458,000	(2,335,000)
Gain on preferred stock redemptions	9,893,000	0
Other expense	(5,482,000)	(691,000)
Net Income (Loss) Before Income Taxes	6,131,000	(8,470,000)
Income tax expense	(48,000)	0
Net Income (Loss)	6,083,000	(8,470,000)
Less: Net income attributable to noncontrolling interests	10,770,000	3,984,000
Net Loss Attributable to Wheeler REIT	(4,687,000)	(12,454,000)
Preferred Stock dividends - undeclared	(9,262,000)	(9,056,000)
Deemed distribution related to preferred stock redemptions	(15,288,000)	0
Net Loss Attributable to Wheeler REIT Common Stockholders	$ (29,237,000)	$ (21,510,000)
Loss per share:
Basic (in dollars per share)	$ (4.57)	$ (22.04)
Diluted (in dollars per share)	$ (4.57)	$ (22.04)
Weighted-average number of shares:
Basic (in shares)	6,400,490	976,070
Diluted (in shares)	6,400,490	976,070

WHLR Balance Sheet

2023-12-31

Consolidated Balance Sheets - USD ($) $ in Thousands	Dec. 31, 2023	Dec. 31, 2022
Real estate:
Investment properties	$ 660,720	$ 639,205
Less accumulated depreciation	(95,598)	(78,225)
Real estate, net	565,122	560,980
Cash and cash equivalents	18,404	28,491
Restricted cash	21,403	27,374
Receivables, net	13,126	13,544
Investment securities - related party	10,685	0
Above market lease intangibles, net	2,114	3,134
Operating lease right-of-use assets	9,450	15,133
Deferred costs and other assets, net	28,028	35,880
Total Assets	668,332	684,536
LIABILITIES:
Loans payable, net	477,574	466,029
Below market lease intangible, net	17,814	23,968
Derivative liabilities	3,653	7,111
Operating lease liabilities	10,329	16,478
Series D Preferred Stock redemptions	369	0
Accounts payable, accrued expenses and other liabilities	17,065	18,398
Total Liabilities	526,804	531,984
Commitments and contingencies (Note 8)
EQUITY:
Common Stock ($0.01 par value, 200,000,000 shares authorized, 53,769,787 and 979,396 shares issued and outstanding, respectively)	538	10
Additional paid-in capital	257,572	235,081
Accumulated deficit	(324,854)	(295,617)
Total Stockholders’ Deficit	(21,293)	(15,162)
Noncontrolling interests	66,116	66,196
Total Equity	44,823	51,034
Total Liabilities and Equity	668,332	684,536
Series D Cumulative Convertible Preferred Stock
LIABILITIES:
Series D Preferred Stock redemptions	400
Series D Cumulative Convertible Preferred Stock	96,705	101,518
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	453
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)	44,998	44,911
Land and land improvements
Real estate:
Investment properties	149,908	144,537
Buildings and improvements
Real estate:
Investment properties	$ 510,812	$ 494,668

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 Thu May 02 2024, market cap of Wheeler Real Estate Investment Trust is 9.52 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 Thu May 02 2024, WHLR's PE ratio (Price to Earnings) is -4.75 and Price to Sales (PS) ratio is 0.09. 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 -0.528 (multiply by 100 for percentage) rate of return.