Wheeler Real Estate Investment Trust, Inc.(WHLR)Stock Analysis
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Limited institutional coverage
Quality rankings require at least 50 unique 13-F institutional holders to ensure peer comparisons are meaningful. Only 1 institutional filers currently hold this stock.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
WHLR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Wheeler Real Estate Investment Trust, Inc. (WHLR), a Real Estate sector company. WHLR is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least 50 unique 13-f institutional holders to ensure peer comparisons are meaningful. only 1 institutional filers currently hold this stock. Based on the latest XBRL financial filings (Q1 2026), Wheeler Real Estate Investment Trust, Inc. reports quarterly revenue of $24.0M, net income of $-2.4M, an operating margin of 42.4%. WHLR trades on the Nasdaq exchange and files with the SEC under CIK 1527541. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WHLR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Wheeler Real Estate Investment Trust, Inc. directly from SEC EDGAR.
Revenue
Q1 2026
$24.0M
Net Income
Q1 2026
$-2.4M
Free Cash Flow
Q1 2026
$4.5M
Operating Margin
Q1 2026
42.4%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+36.4% YoYNet Income
+22.7% YoYOperating Income
+52.6% YoYEPS (Diluted)
-1571970.7% YoYTotal Assets
-4.5% YoYTotal Debt
Op. Cash Flow
-15.5% YoY| Metric | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $104.6M +36.4% | $76.6M +25.0% | $61.3M +0.5% | $61.0M -3.4% | $63.2M -3.2% | $65.3M |
| Net Income | $-9.6M +22.7% | $-12.5M -31.9% | $-9.4M -3954.3% | $245.0K +103.0% | $-8.0M +51.3% | $-16.5M |
| Operating Income | $37.5M +52.6% | $24.6M +26.1% | $19.5M +5.9% | $18.4M +69.7% | $10.9M +342.1% | $2.5M |
| EPS (Diluted) | $-346484.38 -1571970.7% | $-22.04 -1520.6% | $-1.36 -41.7% | $-0.96 | — | — |
| Total Assets | $653.7M -4.5% | $684.5M +47.1% | $465.3M -4.9% | $489.4M +1.0% | $484.4M -4.7% | $508.1M |
| Total Debt | — | $466.0M +38.5% | $336.4M -3.1% | $347.1M +1.2% | $342.9M -5.9% | $364.5M |
| Operating Cash Flow | $26.0M -15.5% | $30.8M +80.5% | $17.0M +8.0% | $15.8M +3.5% | $15.3M -30.7% | $22.0M |
AI Insight: WHLR Financial Trends
Wheeler REIT improved equity from -$68M to -$4M over seven quarters but revenue remains flat around $24-26M with volatile profitability.
• Revenue stayed relatively flat, ranging between $24M-$28M across all quarters with no clear growth trajectory.
• Equity improved dramatically from -$68M in Q3 2024 to -$4M in Q1 2026, reducing negative book value.
• Net income swung wildly from $37M profit in Q4 2024 to -$33M loss in Q3 2024, showing high volatility.
⚠ Operating cash flow declined to $2M in Q4 2025 from $9M in Q2 2025, the lowest in recent quarters.
⚠ Company reached positive equity territory in Q4 2025 but slipped back to -$4M in Q1 2026.
AI Insight: WHLR Ratio Trends
Wheeler REIT shows erratic profitability with operating margins swinging from 16.8% to 57.3% and net margins oscillating between positive 135.7% and negative 134.4% across recent quarters.
• Operating margin volatile, ranging from 16.8% in Q4 2024 to 57.3% in Q2 2025.
• Net profit margin swung from negative 134.4% in Q3 2024 to positive 135.7% in Q4 2024.
• ROA fluctuated from negative 19.8% in Q3 2024 to positive 22.9% in Q4 2024.
⚠ Latest quarter shows negative 10.0% net margin and negative 1.6% ROA, continuing profitability inconsistency.
⚠ Extreme quarterly earnings volatility suggests potential asset write-downs or restructuring activities affecting results.
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Available Research
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Top Institutional Holders of WHLR
Allied Private Wealth LLC
$275.00640 sh
| Fund | Value | Shares |
|---|---|---|
| Allied Private Wealth LLC | $275.00 | 640 |
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Popular Research
Is WHLR a good stock to buy?
13F Pro's AI-powered analysis of Wheeler Real Estate Investment Trust, Inc. (WHLR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WHLR are available on the WHLR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own WHLR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WHLR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Wheeler Real Estate Investment Trust, Inc.'s investment landscape.