Wheeler Real Estate Investment Trusts Inc (WHLR)

Sector:
REAL ESTATE
Industry:
REAL ESTATE INVESTMENT TRUSTS
SIC:
REAL ESTATE INVESTMENT TRUSTS
CEO:
Jon S. Wheeler
Employees:
50
RIVERSEDGE NORTH, 2529 VIRGINIA BEACH BLVD., SUITE 200, VIRGINIA BEACH, VA 23452
757-627-9088

Wheeler Real Estate Investment Trust, Inc. operates as a real estate investment trust, which engages in the acquisition, finance, development, lease, ownership and management of income producing, strip centers, neighborhood, grocery-anchored, community and free-standing retail properties. The company was founded on June 23, 2011 and is headquartered in Virginia Beach, VA.

Data derived from most recent annual or quarterly report
Market Cap 16.645 Million Shares Outstanding9.734 Million Avg 30-day Volume 28.381 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS-0.89
Price to Revenue0.6051 Debt to Equity3.3101 EBITDA35.784 Million
Price to Book Value0.0 Operating Margin32.5581 Enterprise Value496.453 Million
Current Ratio1.842 EPS Growth0.562 Quick Ratio0.854
1 Yr BETA 0.4167 52-week High/Low 7.36 / 1.6 Profit Margin-3.1085
Operating Cash Flow Growth9.614 Altman Z-Score-0.4217 Free Cash Flow to Firm 20.922 Million
View SEC Filings from WHLR instead.

View recent insider trading info

Funds Holding WHLR (via 13F filings)

Refresh Download CSV Download Excel (.xlsx) Download TSV
Filter by:
to
to
to
Refresh
*Shares are split adjusted
*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 BETA

Active Schedule 13D and 13G filings

Please sign in first

Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

33.8 Thousand total shares from 25 transactions

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
26,267,361 2021-12-31 16

FRANKLIN MICHAEL ANDREW CEO

  • Officer
31,173 2021-12-31 3

CAMPBELL KERRY G.

  • Director
100,344 2021-12-31 4

POSKON PAULA

  • Director
207,615 2021-12-31 2

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 3

PLUM CRYSTAL CHIEF FINANCIAL OFFICER

  • Officer
22,022 2021-08-13 1

BERGMAN MICHELLE DUNCAN

  • Director
0 2021-07-16 1

FLEMMA SAVERIO M

  • Director
0 2021-07-16 1

CARTER STEFANI D

  • Director
1,800 2021-06-02 1

JONES ANDREW R

  • Director
45,335 2021-05-18 3

KHOSHABA DANIEL CHIEF EXECUTIVE OFFICER

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

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. - Director see footnote

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

2022-01-04 21:39:13 -0500 2021-12-31 J 62,890 a 62,890 indirect

CAMPBELL KERRY G. - Director

2022-01-04 21:28:15 -0500 2021-12-31 J 344 a 344 direct

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. - Director see footnote

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

2022-01-04 21:39:13 -0500 2021-12-31 J 14,215 a 14,215 indirect

POSKON PAULA - Director

2022-01-04 21:37:17 -0500 2021-12-31 J 540 a 540 direct

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. - Director see footnote

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

2022-01-04 21:39:13 -0500 2021-12-31 J 9,045 a 9,045 indirect

FRANKLIN MICHAEL ANDREW - Officer CEO

2022-01-04 21:29:57 -0500 2021-12-31 J 92 a 92 direct

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-16 13:44:53 -0500 2021-12-15 S 1,884 $13.54 d 62,554 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-15 13:49:54 -0500 2021-12-14 S 2,000 $13.88 d 64,438 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-15 13:49:54 -0500 2021-12-13 S 1,200 $14.27 d 66,438 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-13 13:21:55 -0500 2021-12-09 S 2,700 $14.55 d 67,638 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-09 15:08:17 -0500 2021-12-08 S 2,700 $15.05 d 70,338 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-09 15:08:17 -0500 2021-12-07 S 2,700 $15.45 d 73,038 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-09 15:08:17 -0500 2021-12-07 S 480 $7.21 d 29,652 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-07 13:04:10 -0500 2021-12-03 S 1,100 $7.31 d 30,132 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-07 13:04:10 -0500 2021-12-03 S 2,400 $15.50 d 75,738 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-03 14:03:41 -0500 2021-12-02 S 2,100 $15.33 d 78,138 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-03 14:03:41 -0500 2021-12-02 S 900 $7.44 d 31,232 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-03 14:03:41 -0500 2021-12-01 S 918 $7.74 d 32,132 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-03 14:03:41 -0500 2021-12-01 S 2,108 $15.74 d 80,238 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-01 13:08:18 -0500 2021-11-30 S 918 $7.26 d 33,050 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-01 13:08:18 -0500 2021-11-30 S 2,077 $15.59 d 82,346 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-01 13:08:18 -0500 2021-11-29 S 2 $7.91 d 33,968 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-12-01 13:08:18 -0500 2021-11-29 S 1,808 $15.95 d 84,423 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-11-29 13:27:39 -0500 2021-11-24 S 200 $7.81 d 33,970 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-11-29 13:27:39 -0500 2021-11-24 S 1,210 $15.75 d 86,231 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-11-24 13:22:12 -0500 2021-11-23 S 785 $7.83 d 34,170 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-11-24 13:22:12 -0500 2021-11-23 S 1,155 $15.62 d 87,441 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-11-24 13:22:12 -0500 2021-11-22 S 785 $7.72 d 34,955 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-11-24 13:22:12 -0500 2021-11-22 S 150 $16.08 d 88,596 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-11-22 12:34:34 -0500 2021-11-19 S 589 $8.25 d 35,740 indirect

STEAMBOAT CAPITAL PARTNERS, LLC - > 10% Owner see footnote

KIAI PARSA - > 10% Owner see footnote

2021-11-22 12:34:34 -0500 2021-11-19 S 901 $16.05 d 88,746 indirect

* -

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 2022-01-17 22:15:04 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 21:45:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 21:15:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 20:45:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 20:15:04 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 19:45:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 19:15:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 18:45:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 18:15:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 17:45:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 17:15:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 16:45:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 16:15:04 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 15:45:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 15:15:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 14:45:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 14:15:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 13:45:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 13:15:03 UTC -5.5122 5.5822 550000
WHEELER REAL ESTATE INVESTME WHLR 2022-01-17 12:45:03 UTC -5.5122 5.5822 550000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

Elevate your investments