WHLRP Wheeler Real Estate Investment Trust, Inc. - Series B Preferred Stock
WHLRP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
WHLRP Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| Aug. 10, 2026 | $0.4530 |
| Sept. 27, 2018 | $0.5630 |
| June 28, 2018 | $0.5630 |
| March 28, 2018 | $0.5630 |
| Dec. 28, 2017 | $0.5630 |
| Sept. 28, 2017 | $0.5630 |
| June 28, 2017 | $0.5630 |
| March 28, 2017 | $0.5630 |
| Dec. 28, 2016 | $0.5630 |
| Sept. 28, 2016 | $0.5630 |
| June 28, 2016 | $0.5630 |
| March 29, 2016 | $0.5630 |
| Dec. 29, 2015 | $0.5630 |
| Sept. 28, 2015 | $0.5630 |
| June 26, 2015 | $0.5630 |
| March 27, 2015 | $0.5630 |
WHLRP Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- 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
| 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 |
|---|---|---|---|---|---|---|
| WHLRP | — | — | — | — | — | — |
| 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
Income Statement 13
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Revenue | $24M | $24M | |
| SG&A Expense | $3M | $3M | |
| Operating Expenses | $16M | $18M | |
| Operating Income | $10M | $12M | |
| Interest Income | $153.0K | $242.0K | |
| Pretax Income | $-1M | $2M | |
| Income Tax | $0 | $26.0K | |
| Net Income | $-2M | $509.0K | |
| EPS (Basic) | $-14.55 | $-14215.77 | |
| EPS (Diluted) | $-14.55 | $-14215.77 | |
| Shares (Basic) | 361,988 | 482 | |
| Shares (Diluted) | 361,988 | 482 | |
| EBITDA | $15M | · |
Balance Sheet 10
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Cash & Equivalents | $24M | · | |
| Total Assets | $594M | · | |
| Total Liabilities | $503M | · | |
| Common Stock | $5.0K | · | |
| Paid-in Capital | $314M | · | |
| Retained Earnings | $-356M | · | |
| AOCI | $2M | · | |
| Stockholders' Equity | $-4M | · | |
| Liabilities + Equity | $594M | · | |
| Shares Outstanding | 535,338 | · |
Cash Flow 8
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| D&A | $5M | $6M | |
| Amort. of Intangibles | $900.0K | $2M | |
| Other Non-cash | $2M | · | |
| Operating Cash Flow | $4M | $4M | |
| Investing Cash Flow | $4M | $16M | |
| Dividends Paid | $1M | $2M | |
| Financing Cash Flow | $-9M | $-34M | |
| Net Change in Cash | $-609.0K | $-14M |
Profitability 7
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Operating Margin | 42.4% | · | |
| Net Margin | -10.0% | · | |
| Pretax Margin | -4.9% | · | |
| EBITDA Margin | 64.2% | · | |
| ROA | -0.39% | · | |
| ROE | 18.2% | · | |
| ROIC | -237.0% | · |
Efficiency 1
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Asset Turnover | 0.0 | · |
Valuation (TTM) 9
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Revenue TTM | $98M | · | |
| Net Income TTM | $7M | · | |
| Market Cap | $4M | · | |
| P/E | -0.0 | · | |
| P/S | 0.0 | · | |
| P/B | -0.9 | · | |
| P / Cash Flow | 0.8 | · | |
| Earnings Yield | -204900.7% | · | |
| Payout Ratio | -53.4% | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
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Institutional owners (13F) 11 filers · $11.7M 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 (-1 vs prior Q) | 2 (+1 vs prior Q) | 2 (0 vs prior Q) | 1 (-2 vs prior Q) | -29K |
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 | $7,104,660 | 710,466 | 60.48% | Shares |
| Magnetar Financial LLC | $1,630,100 | 218,512 | 13.88% | Shares |
| Ursa Fund Management, LLC | $1,610,000 | 161,000 | 13.71% | Shares |
| NEXPOINT ASSET MANAGEMENT, L.P. | $823,010 | 82,301 | 7.01% | Shares |
| LPL Financial LLC | $228,650 | 22,865 | 1.95% | Shares |
| Corbin Capital Partners, L.P. | $152,500 | 50,000 | 1.30% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $118,550 | 11,855 | 1.01% | Shares |
| Daytona Street Capital LLC | $38,088 | 3,624 | 0.32% | Shares |
| Clear Street Group Inc. | $25,000 | 2,500 | 0.21% | Shares |
| CLEAR STREET LLC | $9,900 | 2,500 | 0.08% | Shares |
| OSAIC HOLDINGS, INC. | $6,600 | 660 | 0.06% | Shares |
Company insiders 2 insiders · 0 officers · 1 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Gregory Paul Hannon | Director | June 30, 2026 J | — | 0 | 0 | $0 |
| HRT FINANCIAL LP | 10% owner | July 6, 2026 P | 121,383 | 4 | 0 | $77,102 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only