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WHLR
Upturn stock ratingUpturn stock rating

Wheeler Real Estate Investment Trust Inc (WHLR)

Upturn stock ratingUpturn stock rating
$2.11
Last Close (24-hour delay)
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

08/14/2025: WHLR (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

0 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

Analysis of Past Performance

Type Stock
Historic Profit 0%
Avg. Invested days 0
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 6.77M USD
Price to earnings Ratio -
1Y Target Price 7
Price to earnings Ratio -
1Y Target Price 7
Volume (30-day avg) -
Beta 1.46
52 Weeks Range 3.33 - 17631.60
Updated Date 06/29/2025
52 Weeks Range 3.33 - 17631.60
Updated Date 06/29/2025
Dividends yield (FY) -
Basic EPS (TTM) -217.04

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 2.6%
Operating Margin (TTM) 26.51%

Management Effectiveness

Return on Assets (TTM) 3.11%
Return on Equity (TTM) 10.46%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 599286681
Price to Sales(TTM) 0.07
Enterprise Value 599286681
Price to Sales(TTM) 0.07
Enterprise Value to Revenue 5.82
Enterprise Value to EBITDA 8.9
Shares Outstanding 1094690
Shares Floating 221622
Shares Outstanding 1094690
Shares Floating 221622
Percent Insiders -
Percent Institutions 49.34

ai summary icon Upturn AI SWOT

Wheeler Real Estate Investment Trust Inc

stock logo

Company Overview

overview logo History and Background

Wheeler Real Estate Investment Trust Inc., was founded in 2009. It focused on acquiring, developing, leasing, and managing grocery-anchored retail properties. After facing financial distress, the company underwent restructuring and changed its business model.

business area logo Core Business Areas

  • Real Estate Management: Manages a portfolio of retail properties.

leadership logo Leadership and Structure

Details of leadership team and organizational structure are scarce given the company's current state. They have an appointed board of directors.

Top Products and Market Share

overview logo Key Offerings

  • Retail Property Management: Focuses on the management of grocery-anchored and community shopping centers. Information on market share, number of users, or revenue from this activity is not readily available. Competitors include Regency Centers (REG) and Kimco Realty (KIM).

Market Dynamics

industry overview logo Industry Overview

The retail REIT sector is influenced by consumer spending, interest rates, and e-commerce trends. Grocery-anchored centers are generally more resilient than other retail segments.

Positioning

Given the financial challenges Wheeler has faced, its positioning is weak compared to its larger, more stable competitors.

Total Addressable Market (TAM)

The TAM for retail REITs is vast, encompassing trillions of dollars. Wheeler's positioning represents a very small portion of this TAM due to its size and financial condition.

Upturn SWOT Analysis

Strengths

  • Existing Portfolio of Retail Properties
  • Focus on Grocery-Anchored Centers

Weaknesses

  • High Debt Levels
  • Poor Financial Performance
  • History of Restructuring

Opportunities

  • Potential for Portfolio Optimization
  • Increased Demand for Grocery-Anchored Centers
  • Strategic Partnerships

Threats

  • Rising Interest Rates
  • Economic Downturn
  • Competition from Larger REITs

Competitors and Market Share

competitor logo Key Competitors

  • REG
  • KIM
  • FRT

Competitive Landscape

Wheeler faces significant disadvantages compared to larger, more financially stable competitors. Its smaller size, high debt, and history of restructuring make it less competitive.

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been limited, with periods of decline.

Future Projections: Future growth prospects are uncertain, dependent on successful restructuring and improved market conditions.

Recent Initiatives: Recent initiatives have likely focused on debt management and portfolio stabilization.

Summary

Wheeler Real Estate Investment Trust Inc. faces significant challenges. The company's high debt and poor financial performance are major weaknesses. Successfully navigating the evolving retail landscape and managing its financial burdens will be crucial for its future. Future success is highly uncertain.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • Financial News Outlets
  • Industry Reports

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Accuracy is not guaranteed, especially given the company's financial situation.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Wheeler Real Estate Investment Trust Inc

Exchange NASDAQ
Headquaters Virginia Beach, VA, United States
IPO Launch date 2012-11-19
CEO & President Mr. Michael Andrew Franklin
Sector Real Estate
Industry REIT - Retail
Full time employees 56
Full time employees 56

Headquartered in Virginia Beach, Virginia, Wheeler Real Estate Investment Trust, Inc. (Nasdaq: WHLR) is a fully-integrated, self-managed commercial real estate investment company focused on owning, leasing and operating income-producing retail properties with a primary focus on grocery-anchored centers. WHLR's portfolio contains well-located, potentially dominant retail properties in secondary and tertiary markets that generate attractive, risk-adjusted returns. WHLR's common stock, Series B convertible preferred stock (Series B Preferred Stock and, together with the Series D Preferred Stock, the Preferred Stock), Series D Preferred Stock, and Convertible Notes trade publicly on Nasdaq under the symbols WHLR, WHLRP, WHLRD, and WHLRL, respectively. Cedar Realty Trust, Inc. (CDR or Cedar) is a subsidiary of WHLR. CDR's 7-1/4% Series B cumulative redeemable preferred stock (Cedar Series B Preferred Stock) and 6-1/2% Series C cumulative redeemable preferred stock (Cedar Series C Preferred Stock) trade publicly on the New York Stock Exchange (NYSE) under the symbols CDRpB and CDRpC, respectively and represent a noncontrolling interest to WHLR.