Wheeler Real Estate Investment Trust Inc | REIT Profile

Symbol: WHLR
CIK: 1527541
Exchange: NASDAQ
Founded: 2011 (10 years)
HQ: Virginia Beach, VA, United States
Type of REIT: Equity REIT
Listing Status: Public
Market Capitalization: Micro-Cap
REIT Sector: Retail
Internally Managed REIT

See WHLR on Google Finance
See WHLR on Yahoo Finance
See WHLR on SEC.gov

Website Logo  Linkedin Logo  YouTube Logo  RSS Logo 

Overall Score: 4.3

See score breakdown | See trend

REITRating is REITNote's Real Estate Investment Trust industry-specific rating and ranking system. The overall score is out of ten points, with ten being the best score. Learn More


Wheeler Real Estate Investment Trust Inc Company Logo

Stock Chart

See in Advanced Graph View

Hightlights of Trading Day April 20, 2021


REIT Profile Hightlights of Trading Day

Dividend of Trading Day April 20, 2021 [Dividends Currently Suspended]


Dividend of Trading Day

Latest News Headlines


See more news headlines for Wheeler Real Estate Investment Trust Inc

Funds From Operations (FFO)


Funds From Operations (FFO)

Key Stats of Trading Day April 20, 2021


Key Stats of Trading Day

Latest REIT Community Comments on #WHLR


See more community comments related to WHLR

Properties Owned by WHLR


Properties Based on REIT's Official Presentation

Properties Types States Countries
68 1 13 1

Please visit REIT’s official webpage for the most up-to-date property list.

WHLR Sample Property

Sample of REIT’s Properties. Image Source - REIT’s website

Occupancy Rate


Occupancy Rate

REIT Simulation


Below is a simulation of how much money you would have made in dividends, and how much the shares would be worth had you purchased them 1 year ago for the amounts below.

With $1,000 USD With $500 USD With $250 USD With $100 USD With $50 USD
Initial investment @ $2.05 per share you would have been able to buy 487 shares of WHLR on 2020-04-21 costing $998.35 @ $2.05 per share you would have been able to buy 243 shares of WHLR on 2020-04-21 costing $498.15 @ $2.05 per share you would have been able to buy 121 shares of WHLR on 2020-04-21 costing $248.05 @ $2.05 per share you would have been able to buy 48 shares of WHLR on 2020-04-21 costing $98.40 @ $2.05 per share you would have been able to buy 24 shares of WHLR on 2020-04-21 costing $49.20
Current worth On 2021-04-20 these 487 shares would be worth $2,021.05 @ $4.15 On 2021-04-20 these 243 shares would be worth $1,008.45 @ $4.15 On 2021-04-20 these 121 shares would be worth $502.15 @ $4.15 On 2021-04-20 these 48 shares would be worth $199.20 @ $4.15 On 2021-04-20 these 24 shares would be worth $99.60 @ $4.15
Dividends earned $0.00 in dividends would have been earned since 2020-04-21 with 487 shares. $0 in dividends would have been earned since 2020-04-21 with 243 shares. $0.00 in dividends would have been earned since 2020-04-21 with 121 shares. $0.00 in dividends would have been earned since 2020-04-21 with 48 shares. $0.00 in dividends would have been earned since 2020-04-21 with 243 shares.
Net (gain / loss)* 1,022.70 USD 510.30 USD 254.10 USD 100.80 USD 50.40 USD
ROI** 102.44% 102.44% 102.44% 102.44% 102.44%

*Net (Gains/Loss): Includes the stock price (appreciate or depreciate ) + dividends earned during period held. Stock prices based on closing price for the date. **ROI: Is based on the Net (gain/loss) divided by the initial investment value. Note: Past performance is no guarantee of future results. This is a high-level simulation and does not account for many factors such as inflation and taxes so we cannot guarantee the accuracy of this simulation.

Dividend History [Dividends Currently Suspended]


Dividend History

Financial Statements Overview


Financial Statements Overview

Balance Sheet | Quarterly

See Annual Balance Sheet | See Quarterly Balance Sheet

Balance Shee

Income Statement | Quarterly

See Annual Income Statement | See Quarterly Income Statement

Income Statement

Cash Flow | Quarterly

See Annual Cash Flow | See Quarterly Cash Flow

Cash Flow

About Wheeler Real Estate Investment Trust Inc


Headquartered in Virginia Beach, Virginia, Wheeler Real Estate Investment Trust (WHLR) was formed with the primary objective of acquiring, financing, developing, leasing, owning and managing income producing assets such as strip centers, neighborhood centers, grocery-anchored centers, community centers and free-standing retail properties. WHLR’s portfolio consist of strategically selected properties that are located in the Mid-Atlantic, Southeast and Southwest regions of the United States, and are generally leased by nationally and regionally recognized retailers of consumer goods (Food Lion / CVS / TJ Maxx).

REITRating™ Scorecard


Rating Dividend Section Avg. Rating
0 Dividend Payment Growth: Analysis of how the REIT’s dividend payments have performed during the last three years. 4.2
0 Dividend Payment Consistency: Analysis of how many periods the REIT’s dividends have been paid consistently without a gap in payment. 6.2
Rating AFFO & Efficiency Section Avg. Rating
4 AFFO to Revenue Health: Analysis of the REIT's Adjusted Funds From Operation to its Revenues. 6.7
7 Operating Expense Efficiency: Analysis of the REIT's Operating Expenses to its Revenues. 8.7
8 Operating Expense Efficiency Trend: Analysis of the trend of the REIT's Operating Expenses to its Revenue. 9.2
Rating Leverage Section Avg. Rating
2 Interest Coverage Health: Analysis of the REIT’s Interest Coverage health during the last four quarter. 7.2
8 Interest Coverage Health Trend: Analysis of the REIT’s Interest Coverage health trend during the last two years. 8.4
4 Total Debt Interest Rate Competitiveness: Analysis of the REIT’s Interest Rate to Total Debt competitiveness compared to REIT market. 7.8
10 Total Debt Interest Rate Trend: Analysis of the REIT’s Interest Rate to Total Debt trend during the last two years. 8.6
2 Debt Leverage Health: Analysis of the REIT’s Total Debt to Total Assets. 4.9
4 Debt Leverage Health Trend: Analysis of the REIT’s Total Debt to Total Assets over the last two years. 6.6
Rating Asset & Revenue Section Avg. Rating
5 Revenues Growth: Analysis of how the REIT's Revenue has performed over the last two years. 4.8
4 Total Asset Growth: Analysis of how the REIT has grown its Total Assets over the last two years. 6.7
Rating Properties Section Avg. Rating
7 Occupancy Health Level: Analysis of the REIT’s occupancy health level during the last four quarters. 7.3
8 Occupancy Trend: Analysis of the REIT’s occupancy trend over the last two years. 6.6
8 Portfolio of Properties: Analysis of the REIT's property's strength, size, and geographic distribution. 8.2
Rating Market Cap Section Avg. Rating
10 Market Cap Strength: Analysis of the REIT's Market Capitalization performance, preservation and resistance in comparison to market changes. 6.0
4.3 Overall REITRating™ Score (See trend) 6.2

REITRating is REITNote's Real Estate Investment Trust industry-specific rating and ranking system. The REIT’s score for each analysis is out of ten points, with ten being the best score and zero being the worst. A score of zero can be assigned if the REIT does not meet the criteria for that specific analysis. N/A is assigned if insufficient data is available for a particular analysis. Our REITRating logic is continuously improving, so a REIT’s rating and ranking may change over time. Important Note: REITRating is not a predictor of a REIT’s future performance, it is an evaluation of its past results. Additionally, the REITRating system is for informational purposes only and does not represent financial or investment advice or a recommendation of which REITs to acquire. Learn more.

REITProperty


Below are some of the properties owned by this WHLR. Please click on the property name to see more details. See complete list of properties.

Name Type Address City State
Alex City Marketplace Retail 935 Market Pl Alexander City AL
Amscot Building Retail 160 W Fletcher Avenue Tampa FL
Beaver Ruin Village I Retail 4145 - 4155 Lawrenceville Hwy NW Lilburn GA

Related REITs


REIT REITRating™ Score Exchange Market Capitalization Sector Country
Annaly Capital Management, Inc. (NLY) 2.5 NYSE Large-Cap Mortgage United States
Simon Property Group (SPG) 6.1 NYSE Large-Cap Retail United States

Last updated: 2021-04-21 - v1.5