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NASDAQ · Real estate

Wheeler Real Estate Investment Trust, Inc. (WHLR)

Wheeler Real Estate Investment Trust, Inc. brought in $95.5M of revenue over the twelve months to June 30, 2026, down 7.2% from a year earlier. Net income was $17M, a net margin of 17.8%. Operating cash flow minus capital spending left $4M of free cash flow in fiscal 2025. At June 30, 2026 it held $31.9M in cash.

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What Wheeler Real Estate Investment Trust, Inc. does

Wheeler Real Estate Investment Trust, Inc. is registered with the SEC under industry code SIC 6798 (Real Estate Investment Trusts). Its shares trade on NASDAQ under the ticker WHLR.

Revenue and profit by year

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Full financial statements: income, balance sheet and cash flow

Where WHLR ranks in Real estate

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Real estate

Dividends

It paid out $6.6M in cash dividends, 75% of its net income.

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Wheeler Real Estate Investment Trust, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

1. September 17, 2026
   Securities offering prospectus 424B3
2. September 17, 2026
   Securities offering prospectus 424B3
3. September 17, 2026
   Securities offering prospectus 424B3
4. September 17, 2026
   Securities offering prospectus 424B3
5. September 17, 2026
   Shareholder rights changed 8-K
6. September 11, 2026
   Securities offering prospectus 424B3
7. September 9, 2026
   Securities offering prospectus 424B3
8. September 9, 2026
   Securities offering prospectus 424B3
9. September 9, 2026
   Securities offering prospectus 424B3
10. September 9, 2026
    Shareholder rights changed 8-K

Recent insider filings (Forms 3, 4 and 144): 10, the latest on September 25, 2026. Insider transactions on SEC

What is WHLR worth? A DCF from its reported cash flow

Insider trades

What the people running Wheeler Real Estate Investment Trust, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders bought $74.6K and sold $34.5K worth of shares in the last 90 days.

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns WHLR

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

Latest filings below 5%: Diveroli Investment Group LLC 0% (October 2, 2025); Magnolia Capital Fund, LP 0% (January 8, 2025); William Carlton Derrick 3.17% (November 14, 2024); Howard Amster 0% (September 10, 2024); Steamboat Capital Partners, LLC 4.7% (December 29, 2023).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 4 managers reported a position.

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

2 insiders reported holding 64,144 shares in total, about $262.3K at the last price.

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about WHLR

What does Wheeler Real Estate Investment Trust, Inc. do?

Wheeler Real Estate Investment Trust, Inc. is registered with the SEC under industry code SIC 6798 (Real Estate Investment Trusts). Its shares trade on NASDAQ under the ticker WHLR.

Is Wheeler Real Estate Investment Trust, Inc. profitable?

Yes. Over the twelve months to June 30, 2026 it reported net income of $17M on revenue of $95.5M, a net margin of 17.8%.

How much revenue does Wheeler Real Estate Investment Trust, Inc. make?

Over the twelve months to June 30, 2026 Wheeler Real Estate Investment Trust, Inc. reported revenue of $95.5M. That is 7.2% less than a year earlier.

When did Wheeler Real Estate Investment Trust, Inc. last report?

Its newest filing of any kind is the insider trade from September 25, 2026.

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Where the numbers come from

Financial figures are the values Wheeler Real Estate Investment Trust, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.