Wheeler Real Estate Investment Trust, Inc.

  • Market Cap: Micro Cap
  • Industry: Realty
  • ISIN: US9630258872
USD
2.54
0.35 (15.98%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

2.19 M

Shareholding (Sep 2025)

FII

0.04%

Held by 2 FIIs

DII

99.9%

Held by 0 DIIs

Promoter

0.00%

How big is Wheeler Real Estate Investment Trust, Inc.?

22-Jun-2025

As of Jun 18, Wheeler Real Estate Investment Trust, Inc. has a market capitalization of 1.88 million, with net sales of 104.08 million and a net profit of 12.17 million for the latest four quarters. The balance sheet as of December 2024 shows shareholder's funds of 59.26 million and total assets of 653.70 million.

As of Jun 18, Wheeler Real Estate Investment Trust, Inc. has a market capitalization of 1.88 million, categorizing it as a Micro Cap company.<BR><BR>As of Jun 18, the company reported net sales of 104.08 million and a net profit of 12.17 million for the latest four quarters ending in March 2025, December 2024, September 2024, and June 2024.<BR><BR>As of December 2024, the balance sheet shows shareholder's funds of 59.26 million and total assets of 653.70 million.

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

22-Jun-2025

Wheeler Real Estate Investment Trust, Inc. is a self-managed commercial real estate investment company focused on acquiring and managing grocery-anchored retail properties. As of March 2025, it reported net sales of $25 million and a net profit of $5 million, with a market cap of $1.88 million.

Overview: <BR>Wheeler Real Estate Investment Trust, Inc. is a self-managed commercial real estate investment company focused on acquiring and managing retail properties, primarily grocery-anchored centers, within the Realty industry and classified as a micro-cap company.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 25 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 5 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 1.88 Million (Micro Cap)<BR><BR>Key Metrics: <BR>P/E: 0.00 <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 11.64% <BR>Price to Book: 0.03<BR><BR>Contact Details: <BR>Address: 2529 Virginia Beach Blvd Ste 200, VIRGINIA BEACH VA: 23452-7650 <BR>Tel: 1 757 6279088 <BR>Website: http://www.whlr.us

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Should I buy, sell or hold Wheeler Real Estate Investment Trust, Inc.?

22-Jun-2025

Who are in the management team of Wheeler Real Estate Investment Trust, Inc.?

22-Jun-2025

As of March 2022, the management team of Wheeler Real Estate Investment Trust, Inc. includes Mr. Andrew Jones (Independent Chairman), Mr. Daniel Khoshaba (CEO), and several Independent Directors: Mr. Clayton Andrews, Ms. E. Borrack, Mr. Kerry Campbell, Ms. Stefani Carter, and Ms. Paula Poskon. They oversee the company's operations and strategic direction.

As of March 2022, the management team of Wheeler Real Estate Investment Trust, Inc. includes the following individuals:<BR><BR>- Mr. Andrew Jones, Independent Chairman of the Board<BR>- Mr. Daniel Khoshaba, Chief Executive Officer and Director<BR>- Mr. Clayton Andrews, Independent Director<BR>- Ms. E. Borrack, Independent Director<BR>- Mr. Kerry Campbell, Independent Director<BR>- Ms. Stefani Carter, Independent Director<BR>- Ms. Paula Poskon, Independent Director<BR><BR>This team is responsible for overseeing the company's operations and strategic direction.

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Is Wheeler Real Estate Investment Trust, Inc. technically bullish or bearish?

20-Sep-2025

As of June 20, 2025, Wheeler Real Estate Investment Trust, Inc. has a mildly bearish trend, influenced by mixed indicators, with a year-to-date return of -99.67%, significantly underperforming the S&P 500's 12.22%.

As of 20 June 2025, the technical trend for Wheeler Real Estate Investment Trust, Inc. has changed from bearish to mildly bearish. The current stance is mildly bearish, driven by a mix of indicators. The MACD shows a mildly bullish signal on both weekly and monthly time frames, but this is offset by bearish signals from Bollinger Bands, KST, and Dow Theory across both weekly and monthly periods. Daily moving averages are also bearish. The OBV indicates bullishness on both weekly and monthly time frames, providing some support to the mildly bearish outlook. <BR><BR>In terms of performance, the stock has significantly underperformed the S&P 500 across all periods, with a year-to-date return of -99.67% compared to the S&P 500's 12.22%.

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Is Wheeler Real Estate Investment Trust, Inc. overvalued or undervalued?

25-Nov-2025

As of November 21, 2025, Wheeler Real Estate Investment Trust, Inc. is considered very attractive due to its significant undervaluation, reflected in a price-to-book value of 0.05, a negative EV to EBITDA ratio of -0.86, and a P/E ratio of 0, especially when compared to peers like Strawberry Fields REIT, Inc. with a P/E of 24.9110.

As of 21 November 2025, the valuation grade for Wheeler Real Estate Investment Trust, Inc. has moved from attractive to very attractive. The company appears to be undervalued, particularly given its price-to-book value of 0.05 and an EV to EBITDA ratio of -0.86, which suggests significant undervaluation relative to its earnings potential. Additionally, the P/E ratio is reported at 0, indicating that the stock may be trading at an extremely low valuation compared to its earnings.<BR><BR>In comparison to its peers, Wheeler Real Estate Investment Trust, Inc. has a P/E ratio of 0.3019, while Strawberry Fields REIT, Inc. shows a much higher P/E of 24.9110, highlighting the disparity in valuation within the sector. Other peers, such as American Strategic Investment Co. and Medalist Diversified REIT, Inc., are also trading at negative EV to EBIT ratios, which further emphasizes the potential for Wheeler's recovery. Although return data is not available for a direct comparison with the S&P 500, the significant difference in valuation metrics suggests that Wheeler may present a compelling investment opportunity.

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iScoreScore
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Strong Sell
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Dashboard

1

Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 2.33%

  • Poor long term growth as Net Sales has grown by an annual rate of 10.48%
2

Positive results in Jun 25

3

With ROE of 11.64%, it has a very attractive valuation with a 0.05 Price to Book Value

4

Below par performance in long term as well as near term

stock-summaryMojo Parameters

Mojo Parameters

Stock DNA

stock-summary
Industry

Realty

stock-summary
Market cap

USD 3 Million (Micro Cap)

stock-summary
P/E

0.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

0.00%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

89.85%

stock-summary
Price to Book

0.06

Revenue and Profits:
Net Sales:
24 Million
(Quarterly Results - Sep 2025)
Net Profit:
13 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-80.03%
0%
-80.03%
6 Months
-97.06%
0%
-97.06%
1 Year
-99.95%
0%
-99.95%
2 Years
-100.0%
0%
-100.0%
3 Years
-100.0%
0%
-100.0%
4 Years
-100.0%
0%
-100.0%
5 Years
-100.0%
0%
-100.0%

Wheeler Real Estate Investment Trust, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryKey Factors

Quality key factors stock-summary

Factor
Value
Sales Growth (5y)
10.48%
EBIT Growth (5y)
23.65%
EBIT to Interest (avg)
1.02
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0.22%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
9.47%
ROCE (avg)
205.69%
ROE (avg)
2.33%

Valuation key factors

Factor
Value
P/E Ratio
0
Industry P/E
Price to Book Value
0.05
EV to EBIT
-1.65
EV to EBITDA
-0.86
EV to Capital Employed
-6.69
EV to Sales
-0.43
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
11.64%

Technicals key factors

Indicator
Weekly
Monthly
MACD
Mildly Bullish
Mildly Bullish
RSI
No Signal
Bullish
Bollinger Bands
Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Mildly Bullish
Bearish
Dow Theory
Bearish
Bearish
OBV
Mildly Bearish
No Trend
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Sep 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 1 Schemes (0.06%)

Foreign Institutions

Held by 2 Foreign Institutions (0.04%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Sep'25 - YoY",
    "rhs": [
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        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Sep 2025 is -5.12% vs -0.39% in Sep 2024",
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        "prefix": "Consolidated Net Profit ",
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          "val2": "25.40",
          "chgp": "-5.12%",
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        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "28.60",
          "val2": "-25.10",
          "chgp": "213.94%",
          "chgp_class": "positive"
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          "field": "Interest",
          "val1": "7.90",
          "val2": "7.90",
          "chgp": "",
          "chgp_class": "neutral"
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          "val1": "-2.60",
          "val2": "-2.60",
          "chgp": "",
          "chgp_class": "neutral"
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          "field": "Consolidate Net Profit",
          "val1": "13.00",
          "val2": "-30.60",
          "chgp": "142.48%",
          "chgp_class": "positive"
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        {
          "field": "Operating Profit Margin (Excl OI)",
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          "val2": "-1,232.30%",
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        "prefix": "Consolidated Net Profit ",
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        "Dec'24",
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          "chgp": "-15.20%",
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          "field": "Interest",
          "val1": "32.60",
          "val2": "32.30",
          "chgp": "0.93%",
          "chgp_class": "negative"
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          "field": "Exceptional Items",
          "val1": "-3.10",
          "val2": "-5.50",
          "chgp": "43.64%",
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          "field": "Consolidate Net Profit",
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          "field": "Operating Profit Margin (Excl OI)",
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Quarterly Results Snapshot (Consolidated) - Sep'25 - YoYstock-summary

Sep'25
Sep'24
Change(%)
Net Sales
24.10
25.40
-5.12%
Operating Profit (PBDIT) excl Other Income
28.60
-25.10
213.94%
Interest
7.90
7.90
Exceptional Items
-2.60
-2.60
Consolidate Net Profit
13.00
-30.60
142.48%
Operating Profit Margin (Excl OI)
953.70%
-1,232.30%
218.60%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in quarter ended Sep 2025 is -5.12% vs -0.39% in Sep 2024

Direction Arrows
Consolidated Net Profit

YoY Growth in quarter ended Sep 2025 is 142.48% vs -168.42% in Sep 2024

Annual Results Snapshot (Consolidated) - Dec'24stock-summary

Dec'24
Dec'23
Change(%)
Net Sales
105.10
102.80
2.24%
Operating Profit (PBDIT) excl Other Income
50.20
59.20
-15.20%
Interest
32.60
32.30
0.93%
Exceptional Items
-3.10
-5.50
43.64%
Consolidate Net Profit
0.80
6.10
-86.89%
Operating Profit Margin (Excl OI)
236.30%
298.10%
-6.18%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 2.24% vs 33.51% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is -86.89% vs 171.76% in Dec 2023

stock-summaryCompany CV
About Wheeler Real Estate Investment Trust, Inc. stock-summary
stock-summary
Wheeler Real Estate Investment Trust, Inc.
Realty
Wheeler Real Estate Investment Trust, Inc. is a self-managed commercial real estate investment company. The Company focuses on acquiring and managing retail properties with a primary focus on grocery-anchored centers. As of December 31, 2016, the Company owned a portfolio consisting of 74 properties, including 59 retail shopping centers and five freestanding retail properties totaling 4,906,511 gross leasable square feet of which approximately 94% were leased, one office property, eight undeveloped land parcels totaling approximately 70 acres and one redevelopment project. Its properties are located in Virginia, North Carolina, South Carolina, Florida, Georgia, Kentucky, Oklahoma, Tennessee, Alabama, New Jersey, Pennsylvania and West Virginia. Its properties include Alex City Marketplace, Berkley Shopping Center, Clover Plaza, Darien Shopping Center, Cypress Shopping Center, Harrodsburg Marketplace, LaGrange Marketplace, Riverbridge Shopping Center and Village of Martinsville.
Company Coordinates stock-summary
Company Details
2529 Virginia Beach Blvd Ste 200 , VIRGINIA BEACH VA : 23452-7650
stock-summary
Tel: 1 757 6279088
stock-summary
Registrar Details