WHLR RSI Chart
Last 7 days
2030.8%
Last 30 days
1878.6%
Last 90 days
1529.4%
Trailing 12 Months
-64.3%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 102.1M | 0 | 0 | 0 |
2023 | 87.2M | 96.6M | 103.1M | 102.3M |
2022 | 62.1M | 62.1M | 65.3M | 76.6M |
2021 | 60.2M | 60.5M | 61.0M | 61.3M |
2020 | 62.7M | 62.4M | 61.8M | 61.0M |
2019 | 65.0M | 63.6M | 63.1M | 63.2M |
2018 | 60.5M | 62.7M | 63.6M | 65.3M |
2017 | 49.3M | 53.0M | 56.3M | 58.5M |
2016 | 31.6M | 36.7M | 41.4M | 44.2M |
2015 | 17.0M | 19.4M | 23.1M | 27.6M |
2014 | 9.7M | 11.7M | 13.2M | 15.5M |
2013 | 3.6M | 4.7M | 6.2M | 7.6M |
2012 | 2.1M | 0 | 2.3M | 2.4M |
2011 | 0 | 0 | 0 | 1.9M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Feb 05, 2024 | stilwell joseph | acquired | - | - | 13,041,200 | - |
Dec 21, 2023 | stilwell joseph | bought | 56,940 | 0.2847 | 200,000 | - |
Dec 20, 2023 | stilwell joseph | bought | 90,950 | 0.2849 | 319,238 | - |
Dec 05, 2023 | stilwell joseph | acquired | - | - | 20,233,800 | - |
Nov 07, 2023 | steamboat capital partners, llc | sold | -86,432 | 0.3151 | -274,302 | - |
Oct 09, 2023 | corbin capital partners, l.p. | sold | -263,732 | 1.0344 | -254,961 | - |
Sep 07, 2023 | steamboat capital partners, llc | sold | -31,245 | 7.6042 | -4,109 | - |
Jun 01, 2023 | campbell kerry g. | sold | -2,160 | 0.72 | -3,000 | - |
Nov 29, 2022 | steamboat capital partners, llc | bought | 3,727 | 1.9 | 1,962 | - |
Nov 28, 2022 | steamboat capital partners, llc | bought | 8,422 | 1.8734 | 4,496 | - |
Which funds bought or sold WHLR recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 16, 2024 | JANE STREET GROUP, LLC | new | - | 11,200 | 11,200 | -% |
May 15, 2024 | Royal Bank of Canada | unchanged | - | - | - | -% |
May 15, 2024 | GOLDMAN SACHS GROUP INC | new | - | 3,584 | 3,584 | -% |
May 15, 2024 | MILLENNIUM MANAGEMENT LLC | sold off | -100 | -34,646 | - | -% |
May 15, 2024 | Magnetar Financial LLC | unchanged | - | 2,051,350 | 13,500,700 | 0.30% |
May 15, 2024 | Magnetar Financial LLC | unchanged | - | 88,497 | 372,563 | 0.01% |
May 15, 2024 | NEXPOINT ASSET MANAGEMENT, L.P. | unchanged | - | 26,419 | 133,410 | 0.02% |
May 15, 2024 | Corbin Capital Partners, L.P. | unchanged | - | 16,050 | 81,050 | 0.14% |
May 15, 2024 | Tower Research Capital LLC (TRC) | added | 21.01 | -431 | 712 | -% |
May 15, 2024 | Cable Car Capital LLC | unchanged | - | 288,673 | 2,096,520 | 2.90% |
Unveiling Wheeler Real Estate Investment Trust's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Date Filed | Form Type | Document | |
---|---|---|---|
Peers (Alternatives to Wheeler Real Estate Investment Trust)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
AMT | 90.9B | 11.2B | 46.04 | 8.11 | ||||
CCI | 44.7B | 6.8B | 32.06 | 6.53 | ||||
AVB | 28.3B | 2.8B | 29.6 | 10.08 | ||||
ARE | 21.7B | 3.0B | 110.61 | 7.35 | ||||
AMH | 13.5B | - | 31.9 | 8.3 | ||||
REG | 11.3B | 1.4B | 30.12 | 8.22 | ||||
BXP | 9.9B | 3.3B | 51.64 | 3 | ||||
MID-CAP | ||||||||
FRT | 8.5B | 1.2B | 35.59 | 7.38 | ||||
SLG | 3.4B | 892.3M | -6.71 | 3.85 | ||||
MAC | 3.4B | 878.0M | -9.8 | 3.82 | ||||
SMALL-CAP | ||||||||
AAT | 1.4B | 444.1M | 20.36 | 3.15 | ||||
AIV | 1.2B | 198.2M | -7.55 | 6.02 | ||||
MFA | 1.1B | 650.2M | 36.77 | 1.73 | ||||
NYMT | 572.0M | 285.4M | -4.15 | 2 | ||||
IVR | 459.4M | 277.2M | -56.03 | 1.66 |
Wheeler Real Estate Investment Trust News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | -1.3% | 25,872 | 26,215 | 25,204 | 24,840 | 26,066 | 26,951 | 18,718 | 15,479 | 15,497 | 15,584 | 15,508 | 15,490 | 14,728 | 15,296 | 14,964 | 15,169 | 15,574 | 16,070 | 15,565 | 15,532 | 15,995 |
Costs and Expenses | -3.4% | 18,394 | 19,048 | 18,121 | 18,461 | 19,492 | 19,598 | 14,134 | 10,130 | 10,790 | 11,104 | 10,463 | 12,106 | 10,182 | 9,865 | 10,115 | 10,634 | 11,994 | 12,130 | 11,783 | 17,410 | 12,379 |
Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 12,130 | 11,783 | 17,410 | 12,379 |
S&GA Expenses | -100.0% | - | 3,386 | 2,475 | 2,818 | 3,071 | 3,186 | 2,498 | 1,673 | 1,264 | 2,195 | 1,756 | 1,607 | 1,582 | 1,264 | 1,080 | 1,615 | 1,872 | 2,090 | 1,349 | 1,380 | 1,814 |
EBITDA Margin | 0.3% | 0.65* | 0.65* | 0.46* | 0.59* | 0.53* | 0.53* | 0.66* | 0.65* | 0.55* | 0.63* | 0.59* | 0.54* | - | - | - | - | - | - | - | - | - |
Interest Expenses | -9.6% | 7,405 | 8,189 | 7,469 | 10,179 | 6,477 | 11,029 | 6,949 | 7,501 | 4,628 | 13,215 | 5,637 | 5,215 | 8,961 | 4,307 | 4,114 | 4,273 | 4,399 | 4,589 | 4,654 | 4,947 | 4,793 |
Income Taxes | - | - | - | 2.00 | 46.00 | - | - | - | - | - | - | - | 2.00 | - | -2.00 | - | -6.00 | 8.00 | -8.00 | 8.00 | 7.00 | 8.00 |
Earnings Before Taxes | -100.0% | - | 19,154 | -11,366 | -1,248 | - | -835 | -3,006 | -53.00 | - | -5,333 | 3,083 | -3,065 | -4,034 | 1,174 | 720 | 262 | -1,869 | -684 | -952 | -7,156 | 663 |
EBT Margin | 0.2% | 0.06* | 0.06* | -0.16* | -0.05* | -0.11* | -0.12* | -0.08* | -0.09* | -0.15* | -0.15* | -0.05* | -0.09* | - | - | - | - | - | - | - | - | - |
Net Income | -178.1% | -10,749 | 13,761 | -14,061 | -1,294 | -409 | -3,583 | -4,240 | -53.00 | -4,576 | -5,360 | 3,026 | -3,067 | -4,034 | 1,150 | 707 | 268 | -1,877 | -621 | -959 | -7,163 | 655 |
Net Income Margin | -517.4% | -0.12* | -0.02* | -0.19* | -0.10* | -0.10* | -0.16* | -0.22* | -0.11* | -0.16* | -0.15* | -0.05* | -0.09* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -38.2% | 1,079 | 1,747 | -630 | 3,665 | -468 | 675 | 15,116 | 4,627 | 1,829 | -93.00 | 2,502 | 4,443 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -0.1% | 668 | 668 | 672 | 673 | 681 | 685 | 693 | 467 | 460 | 465 | 502 | 478 | 483 | 489 | 474 | 477 | 479 | 484 | 489 | 499 | 509 |
Cash Equivalents | 109.3% | 39.00 | 18.00 | 25.00 | 29.00 | 25.00 | 28.00 | 24.00 | 25.00 | 21.00 | 40.00 | 36.00 | 11.00 | 9.00 | 43.00 | 7.00 | 8.00 | 7.00 | 22.00 | 5.00 | 4.00 | 4.00 |
Liabilities | 1.5% | 535 | 527 | 545 | 526 | 532 | 532 | 539 | 373 | 368 | 369 | 402 | 381 | 381 | 377 | 363 | 366 | 368 | 371 | 375 | 384 | 387 |
Shareholder's Equity | -17.2% | 37.00 | 45.00 | - | 40.00 | 46.00 | 51.00 | 55.00 | - | - | 4.00 | 11.00 | 10.00 | 15.00 | 17.00 | 18.00 | 19.00 | 22.00 | 26.00 | 29.00 | 33.00 | 43.00 |
Retained Earnings | -3.3% | -335 | -324 | -337 | -307 | -300 | -295 | -288 | -283 | -280 | -274 | -266 | -267 | -262 | -260 | -259 | -258 | -256 | -251 | -248 | -244 | -235 |
Additional Paid-In Capital | 1.1% | 260 | 258 | 235 | 235 | 235 | 235 | 235 | 235 | 234 | 234 | 234 | 234 | 234 | 234 | 234 | 234 | 234 | 234 | 234 | 234 | 234 |
Shares Outstanding | 2936.2% | 68.00 | 2.00 | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | - | - | - | - | - | - | - | - | - |
Minority Interest | 0.0% | 66.00 | 66.00 | 66.00 | 66.00 | 66.00 | 66.00 | 65.00 | 1.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 |
Float | - | - | - | - | 5.00 | - | - | - | 21.00 | - | - | - | 37.00 | - | - | - | 12.00 | - | - | - | 12.00 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | -11.3% | 5,234 | 5,902 | 3,525 | 7,820 | 3,687 | 2,804 | 18,003 | 6,577 | 3,374 | 2,528 | 4,977 | 4,797 | 4,739 | 1,803 | 6,483 | 4,271 | 3,223 | 2,637 | 4,809 | 5,110 | 2,697 |
Share Based Compensation | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -242 | 72.00 | 82.00 | 90.00 |
Cashflow From Investing | 65.3% | -4,134 | -11,903 | -9,582 | -5,881 | -4,155 | 6,594 | -136,859 | -1,978 | -1,269 | 1,282 | 1,198 | -354 | 2,975 | 2,221 | -1,105 | -218 | 1,339 | -1,306 | -459 | -685 | 3,318 |
Cashflow From Financing | 21.5% | -2,393 | -3,049 | 3,769 | -2,915 | -3,276 | -7,835 | 126,606 | 5,135 | -5,706 | -35,291 | 21,573 | -4,500 | -6,273 | 14,547 | -4,118 | -4,354 | -2,915 | -2,267 | -2,183 | -2,670 | -5,409 |
Dividend Payments | -100.0% | - | 2,688 | 2,688 | 2,688 | 2,688 | 2,688 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Condensed Consolidated Statements of Operations - USD ($) $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
REVENUE: | ||
Rental revenues | $ 25,695 | $ 25,500 |
Other revenues | 177 | 566 |
Total Revenue | 25,872 | 26,066 |
OPERATING EXPENSES: | ||
Property operations | 9,050 | 8,955 |
Depreciation and amortization | 6,598 | 7,466 |
Corporate general & administrative | 2,746 | 3,071 |
Total Operating Expenses | 18,394 | 19,492 |
Operating Income | 7,478 | 6,574 |
Interest income | 63 | 47 |
Loss on investment securities, net | (106) | 0 |
Interest expense | (7,405) | (6,477) |
Net changes in fair value of derivative liabilities | (5,507) | 1,852 |
Gain on preferred stock redemptions | 213 | 0 |
Other expense | (742) | (2,405) |
Net Loss | (6,006) | (409) |
Less: Net income attributable to noncontrolling interests | 2,701 | 2,692 |
Net Loss Attributable to Wheeler REIT | (8,707) | (3,101) |
Preferred stock dividends - undeclared | (2,042) | (2,264) |
Net Loss Attributable to Wheeler REIT Common Shareholders | (10,749) | (5,365) |
Net Loss Attributable to Wheeler REIT Common Shareholders | $ (10,749) | $ (5,365) |
Loss per share | ||
Basic (in dollars per share) | $ (0.17) | $ (5.48) |
Diluted (in dollars per share) | $ (0.17) | $ (5.48) |
Weighted-average number of shares: | ||
Basic (in shares) | 62,952,191 | 979,403 |
Diluted (in shares) | 62,952,191 | 979,403 |
Condensed Consolidated Balance Sheets - USD ($) | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Real estate: | ||
Investment properties | $ 643,306,000 | $ 660,720,000 |
Less accumulated depreciation | (99,205,000) | (95,598,000) |
Real estate, net | 544,101,000 | 565,122,000 |
Cash and cash equivalents | 17,732,000 | 18,404,000 |
Restricted cash | 20,782,000 | 21,403,000 |
Receivables, net | 11,733,000 | 13,126,000 |
Investment securities - related party | 10,579,000 | 10,685,000 |
Assets held for sale | 24,101,000 | 0 |
Above market lease intangibles, net | 1,909,000 | 2,114,000 |
Operating lease right-of-use assets | 9,397,000 | 9,450,000 |
Deferred costs and other assets, net | 27,280,000 | 28,028,000 |
Total Assets | 667,614,000 | 668,332,000 |
LIABILITIES: | ||
Loans payable, net | 478,205,000 | 477,574,000 |
Liabilities associated with assets held for sale | 1,181,000 | 0 |
Below market lease intangibles, net | 16,508,000 | 17,814,000 |
Derivative liabilities | 9,160,000 | 3,653,000 |
Operating lease liabilities | 10,280,000 | 10,329,000 |
Series D Preferred Stock redemptions | 0 | 369,000 |
Accounts payable, accrued expenses and other liabilities | 19,289,000 | 17,065,000 |
Total Liabilities | 534,623,000 | 526,804,000 |
Commitments and contingencies (Note 8) | ||
EQUITY: | ||
Common Stock ($0.01 par value, 200,000,000 shares authorized, 68,023,718 and 53,769,787 shares issued and outstanding, respectively) | 680,000 | 538,000 |
Additional paid-in capital | 260,419,000 | 257,572,000 |
Accumulated deficit | (335,603,000) | (324,854,000) |
Total Shareholders’ Deficit | (29,031,000) | (21,293,000) |
Noncontrolling interests | 66,123,000 | 66,116,000 |
Total Equity | 37,092,000 | 44,823,000 |
Total Liabilities and Equity | 667,614,000 | 668,332,000 |
Series D Cumulative Convertible Preferred Stock | ||
LIABILITIES: | ||
Series D Cumulative Convertible Preferred Stock | 95,899,000 | 96,705,000 |
Series A Preferred Stock | ||
EQUITY: | ||
Series A Preferred Stock (no par value, 4,500 shares authorized, 562 shares issued and outstanding; $0.6 million in aggregate liquidation value) Series B Convertible Preferred Stock (no par value, 5,000,000 authorized, 3,379,142 shares issued and outstanding; $84.5 million aggregate liquidation preference) | 453,000 | 453,000 |
Series B Convertible Preferred Stock | ||
EQUITY: | ||
Series A Preferred Stock (no par value, 4,500 shares authorized, 562 shares issued and outstanding; $0.6 million in aggregate liquidation value) Series B Convertible Preferred Stock (no par value, 5,000,000 authorized, 3,379,142 shares issued and outstanding; $84.5 million aggregate liquidation preference) | 45,020,000 | 44,998,000 |
Land and land improvements | ||
Real estate: | ||
Investment properties | 138,867,000 | 149,908,000 |
Buildings and improvements | ||
Real estate: | ||
Investment properties | $ 504,439,000 | $ 510,812,000 |