WHLRL Wheeler Real Estate Investment Trust, Inc. - 7.00% Senior Subordinated Convertible Notes Due 2031
NASDAQ · Real Estate · View on SEC EDGAR ↗ close Sep 30, 2026 10-K/10-Q Aug 6, 2026WHLRL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
WHLRL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | WHLRL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/B (MRQ) | 2.5 | · | 2.3 | Fair value |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2024 | $3.65 | — | — | |
| June 30, 2023 | $0.13 | — | — | |
| Dec. 31, 2017 | $-4499711873.29 | $-4108127495.71 | -9.5% | |
| Sept. 30, 2017 | $-3773951893.73 | $-3108852239.62 | -21.4% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
We don't have SEC filings for this ticker yet.
Income Statement
| Metric | Trend | Q2 2026 | Q2 2025 |
|---|---|---|---|
| Revenue | $22M | $26M | |
| SG&A Expense | $3M | $3M | |
| Operating Expenses | $17M | $16M | |
| Operating Income | $11M | $15M | |
| Interest Income | $207.0K | $202.0K | |
| Pretax Income | $10M | $-1M | |
| Income Tax | $2.0K | $0 | |
| Net Income | $9M | $-2M | |
| EPS (Basic) | $102.49 | $-17105.08 | |
| EPS (Diluted) | $0.24 | $-17105.08 | |
| Shares (Basic) | 69,731 | 295 | |
| Shares (Diluted) | 4,980,601 | 295 | |
| EBITDA | $11M | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q2 2025 |
|---|---|---|---|
| Cash & Equivalents | $32M | · | |
| Total Assets | $593M | · | |
| Total Liabilities | $490M | · | |
| Common Stock | $2.0K | · | |
| Paid-in Capital | $317M | · | |
| Retained Earnings | $-349M | · | |
| AOCI | $3M | · | |
| Stockholders' Equity | $6M | · | |
| Liabilities + Equity | $593M | · | |
| Shares Outstanding | 167,781 | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q2 2025 |
|---|---|---|---|
| D&A | $5M | $6M | |
| Amort. of Intangibles | $800.0K | $1M | |
| Operating Cash Flow | $8M | · | |
| Investing Cash Flow | $8M | · | |
| Dividends Paid | $1M | · | |
| Financing Cash Flow | $-5M | · | |
| Net Change in Cash | $12M | · |
Profitability
| Metric | Trend | Q2 2026 | Q2 2025 |
|---|---|---|---|
| Operating Margin | 46.8% | · | |
| Net Margin | 38.4% | · | |
| Pretax Margin | 43.4% | · | |
| EBITDA Margin | 46.8% | · | |
| ROA | 1.4% | · | |
| ROE | -135.2% | · | |
| ROIC | 184.4% | · |
Efficiency
| Metric | Trend | Q2 2026 | Q2 2025 |
|---|---|---|---|
| Asset Turnover | 0.0 | · |
Per Share
| Metric | Trend | Q2 2026 | Q2 2025 |
|---|---|---|---|
| Book Value / Share | $33.95 | · | |
| Revenue / Share | $4.51 | · | |
| Cash / Share | $189.97 | · | |
| EPS (TTM) | $-18.46 | $-363791.17 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q2 2025 |
|---|---|---|---|
| Revenue TTM | $95M | $103M | |
| Net Income TTM | $17M | $2M | |
| Market Cap | $13M | · | |
| P/E | -4.3 | -0.0 | |
| P/S | 0.1 | 1.6 | |
| P/B | 2.3 | · | |
| P / Tangible Book | 2.3 | · | |
| Dividend Yield | 39.9% | 5.3% | |
| Earnings Yield | -23.3% | -240126.2% | |
| Annual Payout | $5M | $9M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Not enough fundamentals data to build this statement yet.
Not enough fundamentals data to build this statement yet.
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 5 filers · $90.6M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 0 (0 vs prior Q) | 0 (0 vs prior Q) | 1 (+1 vs prior Q) | 1 (+1 vs prior Q) | +109K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| STILWELL VALUE LLC | $71,421,983 | 865,721 | 78.84% | Shares |
| Magnetar Financial LLC | $17,953,582 | 190,823 | 19.82% | Shares |
| Bank of New York Mellon Corp | $783,916 | 8,332 | 0.87% | Shares |
| Almitas Capital LLC | $416,831 | 131,775 | 0.46% | Shares |
| MORGAN STANLEY | $15,634 | 200 | 0.02% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| STILWELL ASSOCIATES L P, STILWELL JOSEPH, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value LLC, Stilwell Value Partners VII, L.P. | Aug. 19, 2026 | 49.99% | Amendment | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 3 insiders · 1 officers · 1 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael Andrew Franklin | CEO | June 30, 2026 J | · | 0 | 0 | $0 |
| Gregory Paul Hannon | Director | Sept. 30, 2026 P | · | 0 | 0 | $0 |
| HRT FINANCIAL LP | 10% owner | Sept. 10, 2026 S | 1,315 | 7 | 2 | $74,436 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
WHLRL Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
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