Wheeler Real Estate Investment Trusts Inc (WHLR)

Sector:
REAL ESTATE
Industry:
REAL ESTATE INVESTMENT TRUSTS
SIC:
REAL ESTATE INVESTMENT TRUSTS
CEO:
Michael A. Franklin
Employees:
40
RIVERSEDGE NORTH, 2529 VIRGINIA BEACH BLVD., SUITE 200, VIRGINIA BEACH, VA 23452
757-627-9088

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. A primary focus on grocery-anchored centers.

Data derived from most recent annual or quarterly report
Market Cap 20.321 Million Shares Outstanding9.723 Million Avg 30-day Volume 8.929 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS-0.89
Price to Revenue0.0 Debt to Equity3.6429 EBITDA0
Price to Book Value0.0 Operating Margin0.0 Enterprise Value458.172 Million
Current Ratio3.785 EPS Growth0 Quick Ratio2.455
1 Yr BETA 0.3642 52-week High/Low 3.49 / 1.51 Profit Margin0.0
Operating Cash Flow Growth0.0 Altman Z-Score-0.73 Free Cash Flow to Firm 42.755 Million
View SEC Filings from WHLR instead.

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Funds Holding WHLR (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding WHLR

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Active Schedule 13D and 13G filings

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Recent Filings

Events (8k)

  • 8-K: filed on 2022-08-09:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-07-08:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-06-21:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-06-17:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2022-05-20:
    Item 8.01: Other Events
  • 8-K: filed on 2022-05-11:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-03-07:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-03-02:
    Item 7.01: Regulation FD Disclosure
  • 8-K: filed on 2022-02-28:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-12-28:
    Item 1.02: Termination of a Material Definitive Agreement
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    STILWELL JOSEPH

    STILWELL VALUE LLC

    STILWELL ACTIVIST INVESTMENTS, L.P.

    STILWELL ACTIVIST FUND, L.P.

    STILWELL VALUE PARTNERS VII, L.P.

    • Director
    • 10% Owner
    26,595,394 2022-06-30 3

    FRANKLIN MICHAEL ANDREW CEO

    • Officer
    31,523 2022-06-30 4

    CAMPBELL KERRY G.

    • Director
    201,656 2022-06-30 3

    POSKON PAULA

    • FORMER DIRECTOR
    209,673 2022-06-30 3

    STEAMBOAT CAPITAL PARTNERS, LLC

    KIAI PARSA

    • 10% Owner
    395,701 2021-12-15 21

    MAGNETAR FINANCIAL LLC

    MAGNETAR CAPITAL PARTNERS LP

    SUPERNOVA MANAGEMENT LLC

    LITOWITZ ALEC N

    • 10% Owner
    4,770,575 2021-10-12 2

    PLUM CRYSTAL CHIEF FINANCIAL OFFICER

    • Officer
    22,022 2021-08-13 0

    BERGMAN MICHELLE DUNCAN

    • Director
    0 2021-07-16 0

    FLEMMA SAVERIO M

    • Director
    0 2021-07-16 0

    CARTER STEFANI D

    • Director
    1,800 2021-06-02 0

    JONES ANDREW R

    • Director
    45,335 2021-05-18 0

    KHOSHABA DANIEL CHIEF EXECUTIVE OFFICER

    • Officer
    • Director
    • 10% Owner
    1,102,084 2021-05-12 0

    BORRACK EJ

    • Director
    0 2020-06-19 0

    STEAMBOAT CAPITAL PARTNERS GP, LLC

    KIAI PARSA

    STEAMBOAT CAPITAL PARTNERS MASTER FUND, LP

    STEAMBOAT CAPITAL PARTNERS II LP

    • 10% Owner
    0 2020-04-15 0

    ANDREWS CLAYTON E.

    • Director
    0 2019-12-31 0

    MARKUS DEBORAH

    • Director
    0 2019-12-31 0

    KELLY DAVID PRESIDENT & CEO

    • Officer
    • Director
    31,904 2019-12-30 0

    BROWN STEWART J

    • Director
    53,564 2019-12-17 0

    MCAULIFFE JOHN P

    • Director
    17,474 2019-09-19 0

    ARMSTRONG SEAN F

    • Director
    39,104 2019-02-27 0

    SWEET JOHN

    • Director
    60,611 2019-02-27 0

    MCGOWAN CARL B. JR.

    • Director
    58,673 2019-02-27 0

    ZWERDLING JEFFREY M.

    • Director
    98,454 2019-02-27 0

    HARRINGTON KURT R

    • Director
    14,824 2018-02-06 0

    KING WILLIAM WALTER

    • Director
    14,255 2018-02-06 0

    WHEELER JON S CEO & CHAIRMAN

    • Officer
    • Director
    380,483 2017-08-25 0

    GRAHAM WILKES JACKSON CHIEF FINANCIAL OFFICER

    • Officer
    69,600 2017-03-29 0

    HANISCH ROBIN A CORPORATE SECRETARY

    • Officer
    39,232 2017-02-28 0

    REDDY MATTHEW THOMAS CHIEF ACCOUNTING OFFICER

    • Officer
    29,521 2017-02-28 0

    PARKER JEFFREY B.

    • Director
    10,876 2016-04-29 0

    BELOTE STEVEN M CHIEF FINANCIAL OFFICER

    • Officer
    21,181 2015-12-03 0

    MCKINNEY ANN L

    • Director
    26,840 2015-12-03 0

    ETTEL CHRISTOPHER JAMES

    • Director
    12,403 2015-08-14 0

    HARRIS WARREN D

    • Director
    9,415 2015-08-14 0

    WESTPORT CAPITAL PARTNERS LLC

    WCP REAL ESTATE FUND IV, L.P.

    WCP REAL ESTATE FUND IV (ERISA), L.P.

    GEIGER WM. GREGORY

    SOCARANSKY JORDAN S.

    POROSOFF MARC

    BERNARD RUSSEL S

    ARMSTRONG SEAN F

    • 10% Owner
    6,250,000 2015-06-04 0

    PAUL VICTORIA V. SENIOR V.P. OPERATIONS

    • Officer
    3,364 2015-01-01 0

    FOX GEORGE H. SENIOR V.P. BUS. DEVELOPMENT

    • Officer
    6,752 2015-01-01 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed
    Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    STILWELL JOSEPH - Director - > 10% Owner see footnote

    STILWELL VALUE LLC - > 10% Owner see footnote

    STILWELL ACTIVIST INVESTMENTS, L.P. - > 10% Owner see footnote

    STILWELL ACTIVIST FUND, L.P. - > 10% Owner see footnote

    STILWELL VALUE PARTNERS VII, L.P. - > 10% Owner see footnote

    2022-07-05 17:23:24 -0400 2022-06-30 J 239,465 a 239,465 indirect

    STILWELL JOSEPH - Director - > 10% Owner see footnote

    STILWELL VALUE LLC - > 10% Owner see footnote

    STILWELL ACTIVIST INVESTMENTS, L.P. - > 10% Owner see footnote

    STILWELL ACTIVIST FUND, L.P. - > 10% Owner see footnote

    STILWELL VALUE PARTNERS VII, L.P. - > 10% Owner see footnote

    2022-07-05 17:23:24 -0400 2022-06-30 J 34,442 a 34,442 indirect

    STILWELL JOSEPH - Director - > 10% Owner see footnote

    STILWELL VALUE LLC - > 10% Owner see footnote

    STILWELL ACTIVIST INVESTMENTS, L.P. - > 10% Owner see footnote

    STILWELL ACTIVIST FUND, L.P. - > 10% Owner see footnote

    STILWELL VALUE PARTNERS VII, L.P. - > 10% Owner see footnote

    2022-07-05 17:23:24 -0400 2022-06-30 J 54,126 a 54,126 indirect

    CAMPBELL KERRY G. - Director

    2022-07-05 17:21:13 -0400 2022-06-30 J 1,312 a 1,312 direct

    FRANKLIN MICHAEL ANDREW - Officer CEO

    2022-07-05 17:22:06 -0400 2022-06-30 J 350 a 350 direct

    POSKON PAULA FORMER DIRECTOR

    2022-07-06 18:12:58 -0400 2022-06-30 J 2,058 a 2,058 direct

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 22:15:03 UTC -0.3564 2.6764 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 21:45:04 UTC -0.3564 2.6764 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 21:15:04 UTC -0.3564 2.6764 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 20:45:04 UTC -0.3564 2.6764 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 20:15:05 UTC -0.3564 2.6764 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 19:45:03 UTC -0.3564 2.6764 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 19:15:05 UTC -0.3564 2.6764 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 18:45:03 UTC -0.3564 2.6764 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 18:15:04 UTC -0.3564 2.6764 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 17:45:04 UTC -0.3564 2.6764 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 17:15:05 UTC -0.3564 2.6764 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 16:45:04 UTC -0.329 2.649 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 16:15:04 UTC -0.329 2.649 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 15:45:04 UTC -0.329 2.649 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 15:15:05 UTC -0.329 2.649 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 14:45:04 UTC -0.329 2.649 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 14:15:05 UTC -0.329 2.649 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 13:45:04 UTC -0.2637 2.5837 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 13:15:04 UTC -0.2637 2.5837 500000
    WHEELER REAL ESTATE INVESTME WHLR 2022-08-12 12:45:04 UTC -0.2637 2.5837 500000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin

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