WHLRL Wheeler Real Estate Investment Trust, Inc. - 7.00% Senior Subordinated Convertible Notes Due 2031

NASDAQ · Real Estate · View on SEC EDGAR ↗
$80.00
Price · Jul 20, 2026
Fundamentals as of Aug 6, 2026
52W Range
$78–$140
3% of range
Analyst Rating
HOLD
6 analysts
Price Target
—
P/E (TTM)
—
ROE
—
Net Profit Margin
—

WHLRL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$80.00
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$78 – $140

WHLRL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
WHLRL
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

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WHLRL
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

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5Y trend
WHLRL
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

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5Y trend
WHLRL
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

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5Y trend
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Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

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5Y trend
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Peer Median

WHLRL Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

SELL 6 analysts
  • Strong Buy 0 0.0%
  • Buy 0 0.0%
  • Hold 3 50.0%
  • Sell 1 16.7%
  • Strong Sell 2 33.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-26399890.2%
Period EPS Actual EPS Est Surprise
June 30, 2024 $3.65 — —
June 30, 2023 $0.13 — —
Dec. 31, 2017 $-224985600.20 $-205425998.04 -19559602.2%
Sept. 30, 2017 $-188697600.16 $-155457422.00 -33240178.2%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
WHLRL — — — — — —
BFS $774M 28.9 7.8% 12.9% 11.7% —
FVR $326M -67.1 — -5.7% -1.1% —
SITC — 1.9 -55.4% 143.8% 41.8% —
RPT $126M -46.1 65.7% 9.6% 0.55% —
WHLR $1M -0.0 -4.9% 8.8% -69.8% —
SPG — 13.1 6.7% 84.3% 131.6% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

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Institutional owners (13F) 5 filers · $90.2M 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.

Institutional activity — Q2 2026 vs prior quarter
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 79.18% Shares
Magnetar Financial LLC $17,953,582 190,823 19.90% Shares
Almitas Capital LLC $416,831 131,775 0.46% Shares
Bank of New York Mellon Corp $391,958 4,166 0.43% Shares
MORGAN STANLEY $15,634 200 0.02% Shares

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 June 30, 2026 J — 0 0 $0
HRT FINANCIAL LP 10% owner July 8, 2026 S 95,390 5 1 $68,831

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only