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Real Estate - REIT - Retail - NASDAQ - US
$ 26.27
8.33 %
$ 9.28 M
Market Cap
-14.06
P/E
1. INTRINSIC VALUE

Headquartered in Virginia Beach, VA, Wheeler Real Estate Investment Trust, Inc. (NASDAQ: WHLR ) is a fully integrated, self-managed commercial real estate investment company focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers.[ Read More ]

The intrinsic value of one WHLRD stock under the base case scenario is HIDDEN Compared to the current market price of 26.3 USD, Wheeler Real Estate Investment Trust, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart WHLRD

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FINANCIALS
103 M REVENUE
34.19%
29.4 M OPERATING INCOME
19.55%
-4.69 M NET INCOME
44.66%
20.9 M OPERATING CASH FLOW
-31.94%
-31.5 M INVESTING CASH FLOW
76.39%
-5.47 M FINANCING CASH FLOW
-4.63%
24.8 M REVENUE
-5.75%
13.9 M OPERATING INCOME
278.48%
-30.6 M NET INCOME
-505.83%
0 OPERATING CASH FLOW
0.00%
0 INVESTING CASH FLOW
100.00%
0 FINANCING CASH FLOW
100.00%
Balance Sheet Decomposition Wheeler Real Estate Investment Trust, Inc.
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Current Assets 52.9 M
Cash & Short-Term Investments 39.8 M
Receivables 13.1 M
Other Current Assets 0
Non-Current Assets 11.6 M
Long-Term Investments 10.7 M
PP&E 9.45 M
Other Non-Current Assets -8.57 M
Current Liabilities 28.8 M
Accounts Payable 17.1 M
Short-Term Debt 25 M
Other Current Liabilities -13.3 M
Non-Current Liabilities 492 M
Long-Term Debt 481 M
Other Non-Current Liabilities 11.2 M
EFFICIENCY
Earnings Waterfall Wheeler Real Estate Investment Trust, Inc.
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Revenue 103 M
Cost Of Revenue 63.4 M
Gross Profit 39.5 M
Operating Expenses 8.81 M
Operating Income 29.4 M
Other Expenses 34.1 M
Net Income -4.69 M
RATIOS
38.38% GROSS MARGIN
38.38%
28.59% OPERATING MARGIN
28.59%
-4.56% NET MARGIN
-4.56%
-6.22% ROE
-6.22%
-0.70% ROA
-0.70%
5.28% ROIC
5.28%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Wheeler Real Estate Investment Trust, Inc.
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Net Income -4.69 M
Depreciation & Amortization 28.5 M
Capital Expenditures -20 M
Stock-Based Compensation 0
Change in Working Capital -1.49 M
Others -4.24 M
Free Cash Flow 913 K
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Wheeler Real Estate Investment Trust, Inc.
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WHLRD has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.03% DIVIDEND YIELD
0.547 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Wheeler Real Estate Investment Trust, Inc.
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Sold
0-3 MONTHS
1.34 M USD 1
3-6 MONTHS
194 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
148 K USD 1
9-12 MONTHS
Date Value Insider Amount Avg Price
2 months ago
Sep 17, 2024
Sell 192 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 9380
20.48 USD
1 month ago
Sep 18, 2024
Sell 239 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 11700
20.4 USD
2 months ago
Sep 11, 2024
Sell 92.4 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 4550
20.3 USD
2 months ago
Sep 05, 2024
Sell 259 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 13500
19.17 USD
2 months ago
Sep 09, 2024
Sell 101 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 5033
20.15 USD
2 months ago
Aug 29, 2024
Sell 68.9 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 3600
19.14 USD
2 months ago
Aug 30, 2024
Sell 259 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 13500
19.16 USD
2 months ago
Sep 03, 2024
Sell 55.2 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 2900
19.05 USD
2 months ago
Aug 26, 2024
Sell 73.1 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 3857
18.94 USD
3 months ago
Aug 12, 2024
Sell 66.8 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 3516
19 USD
3 months ago
Jul 31, 2024
Sell 59.1 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 3000
19.7 USD
3 months ago
Aug 01, 2024
Sell 67.9 K USD
MAGNOLIA CAPITAL FUND, LP
10 percent owner
- 3500
19.4 USD
10 months ago
Dec 21, 2023
Bought 39.3 K USD
STILWELL JOSEPH
director, 10 percent owner:
+ 138000
0.2847 USD
10 months ago
Dec 20, 2023
Bought 52.7 K USD
STILWELL JOSEPH
director, 10 percent owner:
+ 185101
0.2849 USD
10 months ago
Dec 21, 2023
Bought 17.7 K USD
STILWELL JOSEPH
director, 10 percent owner:
+ 62000
0.2847 USD
10 months ago
Dec 20, 2023
Bought 38.2 K USD
STILWELL JOSEPH
director, 10 percent owner:
+ 134137
0.2849 USD
1 year ago
Nov 10, 2023
Bought 0 USD
STILWELL JOSEPH
director, 10 percent owner:
+ 0
0.46 USD
1 year ago
Nov 07, 2023
Sell 85.7 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 272073
0.3151 USD
1 year ago
Nov 07, 2023
Sell 1.02 M USD
Steamboat Capital Partners, LLC
10 percent owner
- 6005
169.6 USD
1 year ago
Nov 07, 2023
Sell 702 USD
Steamboat Capital Partners, LLC
10 percent owner
- 2229
0.3151 USD
1 year ago
Nov 07, 2023
Sell 12.6 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 74
169.6 USD
1 year ago
Oct 09, 2023
Sell 264 K USD
Corbin Capital Partners, L.P.
- 254961
1.0344 USD
1 year ago
Sep 27, 2023
Bought 0 USD
STILWELL JOSEPH
director, 10 percent owner:
+ 0
62.5 USD
1 year ago
Sep 13, 2023
Sell 500 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 2946
169.6 USD
1 year ago
Sep 13, 2023
Sell 1.13 M USD
Steamboat Capital Partners, LLC
10 percent owner
- 2823
400 USD
1 year ago
Sep 13, 2023
Sell 6.61 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 39
169.6 USD
1 year ago
Sep 13, 2023
Sell 15.6 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 39
400 USD
1 year ago
Sep 11, 2023
Sell 3.25 M USD
Steamboat Capital Partners, LLC
10 percent owner
- 19187
169.6 USD
1 year ago
Sep 12, 2023
Sell 1.43 M USD
Steamboat Capital Partners, LLC
10 percent owner
- 8458
169.6 USD
1 year ago
Sep 11, 2023
Sell 102 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 254
400 USD
1 year ago
Sep 12, 2023
Sell 102 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 256
400 USD
1 year ago
Sep 11, 2023
Sell 42.7 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 252
169.6 USD
1 year ago
Sep 12, 2023
Sell 18.8 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 111
169.6 USD
1 year ago
Sep 11, 2023
Sell 1.6 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 4
400 USD
1 year ago
Sep 12, 2023
Sell 1.6 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 4
400 USD
1 year ago
Sep 07, 2023
Sell 862 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 5084
169.6 USD
1 year ago
Sep 07, 2023
Sell 921 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 5430
169.6 USD
1 year ago
Sep 08, 2023
Sell 144 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 850
169.6 USD
1 year ago
Sep 07, 2023
Sell 25.7 M USD
Steamboat Capital Partners, LLC
10 percent owner
- 64321
400 USD
1 year ago
Sep 08, 2023
Sell 636 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 1589
400 USD
1 year ago
Sep 07, 2023
Sell 11.4 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 67
169.6 USD
1 year ago
Sep 07, 2023
Sell 12 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 71
169.6 USD
1 year ago
Sep 08, 2023
Sell 1.87 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 11
169.6 USD
1 year ago
Sep 07, 2023
Sell 357 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 892
400 USD
1 year ago
Sep 08, 2023
Sell 8.8 K USD
Steamboat Capital Partners, LLC
10 percent owner
- 22
400 USD
1 year ago
Sep 07, 2023
Sell 494 USD
Steamboat Capital Partners, LLC
10 percent owner
- 65
7.6042 USD
1 year ago
Jun 01, 2023
Sell 2.16 K USD
Campbell Kerry G.
Director
- 3000
0.72 USD
1 year ago
Jun 01, 2023
Sell 131 K USD
Campbell Kerry G.
Director
- 3268
40 USD
1 year ago
Nov 29, 2022
Bought 3.67 K USD
Steamboat Capital Partners, LLC
Director
+ 1931
1.9 USD
1 year ago
Nov 28, 2022
Bought 8.29 K USD
Steamboat Capital Partners, LLC
Director
+ 4424
1.8734 USD
1 year ago
Nov 29, 2022
Bought 58.9 USD
Steamboat Capital Partners, LLC
Director
+ 31
1.9 USD
1 year ago
Nov 28, 2022
Bought 135 USD
Steamboat Capital Partners, LLC
Director
+ 72
1.8734 USD
1 year ago
Nov 22, 2022
Bought 2.54 K USD
Steamboat Capital Partners, LLC
Director
+ 1375
1.85 USD
1 year ago
Nov 21, 2022
Bought 14.7 K USD
Steamboat Capital Partners, LLC
Director
+ 8089
1.8185 USD
1 year ago
Nov 22, 2022
Bought 40.7 USD
Steamboat Capital Partners, LLC
Director
+ 22
1.85 USD
1 year ago
Nov 21, 2022
Bought 238 USD
Steamboat Capital Partners, LLC
Director
+ 131
1.8185 USD
2 years ago
Nov 14, 2022
Bought 9.77 K USD
Steamboat Capital Partners, LLC
Director
+ 5529
1.7672 USD
2 years ago
Nov 11, 2022
Bought 11.3 K USD
Steamboat Capital Partners, LLC
Director
+ 6809
1.6573 USD
2 years ago
Nov 14, 2022
Bought 2.15 K USD
Steamboat Capital Partners, LLC
Director
+ 1216
1.7672 USD
2 years ago
Nov 11, 2022
Bought 2.48 K USD
Steamboat Capital Partners, LLC
Director
+ 1498
1.6573 USD
2 years ago
Nov 14, 2022
Bought 157 USD
Steamboat Capital Partners, LLC
Director
+ 89
1.7672 USD
2 years ago
Nov 11, 2022
Bought 182 USD
Steamboat Capital Partners, LLC
Director
+ 110
1.6573 USD
2 years ago
Nov 09, 2022
Bought 21.1 K USD
Steamboat Capital Partners, LLC
Director
+ 12290
1.7176 USD
2 years ago
Nov 09, 2022
Bought 4.64 K USD
Steamboat Capital Partners, LLC
Director
+ 2704
1.7176 USD
2 years ago
Nov 09, 2022
Bought 342 USD
Steamboat Capital Partners, LLC
Director
+ 199
1.7176 USD
2 years ago
Dec 15, 2021
Sell 25.5 K USD
Steamboat Capital Partners, LLC
Director
- 1884
13.5438 USD
7. News
The Delisting Dilemma: Navigating The Paradox Of Preferred Securities Misconceptions about preferred securities and delisting are common, leading to unnecessary concerns among investors. Delisting does not give companies new ways to exploit investors. It primarily affects liquidity, not the security's fundamental promises. Through examples of notable delisting, we show that these securities continue to deliver on their income promises to shareholders. seekingalpha.com - 2 months ago
Wheeler REIT: Gearing Up For Sharemageddon Wheeler REIT is facing a potential dilution crisis as the deadline for Series D preferred shares to be converted into cash or common shares approaches on September 21, 2023. The company intends significant additional amounts of common stock be issued, which could cause significant selling pressure across Wheeler share classes. The situation could lead to a massive dilution with little benefit for any stakeholders, obscuring otherwise good operating results at the Wheeler entity level. seekingalpha.com - 1 year ago
Wheeler D Tender Revision - A Corporate Game Of Chicken The first tender offer for Wheeler Preferred D shares was unsuccessful, as expected, but now the terms have changed. Given the revised incentives around the tender offer, I believe it is more likely that holdouts will break ranks and tender their shares. seekingalpha.com - 1 year ago
Wheeler Real Estate Investment Trust - D Tender Update Wheeler has announced a tender offer for all outstanding preferred D shares. Based on the terms and market reaction, the deal seems unlikely to be accepted without being sweetened. seekingalpha.com - 2 years ago
Take A Shower After Reading The Wheeler/Cedar Merger Take A Shower After Reading The Wheeler/Cedar Merger seekingalpha.com - 2 years ago
WHLR Real Estate Investment Trust, Inc. Reports First Quarter 2020 Financial and Operating Results VIRGINIA BEACH, Va., May 12, 2020 (GLOBE NEWSWIRE) -- WHLR Real Estate Investment Trust, Inc. (NASDAQ:WHLR) (“WHLR” or the “Company”) announced today that it has reported its financial and operating results for the three months ended March 31, 2020 on Form 10-Q. The Company has also posted certain supplemental information regarding the Company's financial and operating results for the three months ended March 31, 2020 to the “Investor Relations” page of its website located at https://ir.whlr.us/ globenewswire.com - 4 years ago
WHLR Real Estate Investment Trust Announces Governance Changes Stefani Carter Becomes Chairman-Elect globenewswire.com - 4 years ago
WHLR Real Estate Investment Trust Further Reduces Debt VIRGINIA BEACH, Va., Jan. 29, 2020 (GLOBE NEWSWIRE) -- Wheeler Real Estate Investment Trust, Inc. (NASDAQ:WHLR) (“Wheeler” or the “Company”), a fully-integrated, self-managed commercial real estate investment company focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers, today announced that it has reduced the balance on the Company’s KeyBank line of credit below $10 million. globenewswire.com - 4 years ago
Egan-Jones Proxy Services Joins Glass Lewis in Recommending That WHLR Shareholders Vote “For” the Company’s Nominees on the White Proxy Card VIRGINIA BEACH, Va., Dec. 17, 2019 (GLOBE NEWSWIRE) -- Wheeler Real Estate Investment Trust, Inc. (NASDAQ:WHLR) (“Wheeler” or the “Company”), a fully-integrated, self-managed commercial real estate investment company focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers, today announced that Egan-Jones Proxy Services, along with prominent independent proxy advisory firm, Glass Lewis, has issued its recommendation for shareholders to vote FOR THE COMPANY’S NOMINEES on its WHITE proxy card. globenewswire.com - 4 years ago
Leading Independent Proxy Advisory Firm Glass Lewis Recommends WHLR Shareholders Vote “for” All of the Company’s Nominees on the White Proxy Card VIRGINIA BEACH, Va., Dec. 11, 2019 (GLOBE NEWSWIRE) -- Wheeler Real Estate Investment Trust, Inc. (NASDAQ:WHLR) (“Wheeler” or the “Company”), a fully-integrated, self-managed commercial real estate investment company focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers, today announced that Glass Lewis, a prominent proxy advisory firm, has issued its recommendation for shareholders to vote FOR THE COMPANY’S NOMINEES on its WHITE proxy card. globenewswire.com - 4 years ago
WHLR Releases Presentation to Shareholders Urges Shareholders to Vote “FOR” All of the Company’s Nominees on the WHITE Proxy Card Urges Shareholders to Vote “FOR” All of the Company’s Nominees on the WHITE Proxy Card globenewswire.com - 4 years ago
WHLR Issues Letter to Shareholders Regarding Joe Stillwell’s Associations and Business Practices VIRGINIA BEACH, Va., Nov. 15, 2019 (GLOBE NEWSWIRE) -- Wheeler Real Estate Investment Trust, Inc. (NASDAQ:WHLR) (“Wheeler” or the “Company”), a fully-integrated, self-managed commercial real estate investment company focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers, today has issued an open letter to its stockholders regarding the troubling associations and business practices of Joseph Stilwell. WHLR urges shareholders to vote for all of the Company’s highly qualified nominees on the WHITE proxy card. globenewswire.com - 5 years ago
8. Profile Summary

Wheeler Real Estate Investment Trust, Inc. WHLRD

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COUNTRY US
INDUSTRY REIT - Retail
MARKET CAP $ 9.28 M
Dividend Yield 0.03%
Description Headquartered in Virginia Beach, VA, Wheeler Real Estate Investment Trust, Inc. (NASDAQ: WHLR ) is a fully integrated, self-managed commercial real estate investment company focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers.
Contact Riversedge North, Virginia Beach, VA, 23452 https://www.whlr.us
IPO Date July 21, 2017
Employees 52
Officers Ms. Victoria H. Browne Marketing Manager Ms. Dana Sherman Director of Human Resources Mr. Ross Barr General Counsel & Corporate Secretary Mary Jensen Investor Relations Contact Mr. Michael Andrew Franklin Chief Executive Officer & President Ms. Rebecca Schiefer Director of Accounting