Wheeler Real Estate Investment Trust (WHLR)

Wheeler Interests, LLC • Wheeler Real Estate, LLC • Brook Run Associates, LLC • Chesapeake Square Associates, LLC • DF I - Courtland, LLC • Harbor Point Associates, LLC • LaGrange Associates, LLC • Lumber River Associates, LLC • Northpointe Investors, LLC • PCSC Associates, LLC ...

IRS number

452681082

WHLR stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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424B3

Prospectus supplement

Prospectus supplement

Prospectus supplement

15 Nov 24

8-K

Material Modifications to Rights of Security Holders

15 Nov 24

424B3

Prospectus supplement

Prospectus supplement

7 Nov 24

8-K

Announces the Release of Its

7 Nov 24

Transcripts

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WHLR

Earnings call transcript

2018 Q4

27 Feb 19

WHLR

Earnings call transcript

2018 Q3

7 Nov 18

WHLR

Earnings call transcript

2018 Q2

9 Aug 18

WHLR

Earnings call transcript

2018 Q1

9 May 18

WHLR

Earnings call transcript

2017 Q4

7 Mar 18

WHLR

Earnings call transcript

2017 Q3

9 Nov 17

Latest ownership filings

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Andrew Hahn

23 Dec 24

Opportunities 14 Segregated Portfolio Investment

Opportunities 14 Segregated Portfolio Investment

9 Dec 24

SC 13G/A

MAGNOLIA CAPITAL FUND, LP

5 Dec 24

Opportunities 14 Segregated Portfolio Investment

4 Dec 24

Opportunities 14 Segregated Portfolio Investment

26 Nov 24

Opportunities 14 Segregated Portfolio Investment

25 Nov 24

Opportunities 14 Segregated Portfolio Investment

25 Nov 24

144/A

Notice of proposed sale of securities (amended)

21 Nov 24

Financial summary

Financial statements Chart WHLR financial data

Quarter (USD)	Sep 24	Mar 24	Dec 23	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	55.02 mm	55.02 mm	55.02 mm	55.02 mm	55.02 mm	55.02 mm
Cash burn (monthly)	(no burn)	(no burn)	10.21 mm	1.28 mm	(no burn)	(no burn)
Cash used (since last report)	n/a	n/a	28.51 mm	3.57 mm	n/a	n/a
Cash remaining	n/a	n/a	26.51 mm	51.44 mm	n/a	n/a
Runway (months of cash)	n/a	n/a	2.6	40.2	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

WHLR institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	6	11	-45.5%
Opened positions	0	4	EXIT
Closed positions	5	17	-70.6%
Increased positions	0	0
Reduced positions	0	1	EXIT

13F shares	Current	Prev Q	Change
Total value	12.80 mm	1.64 bn	-99.2%
Total shares	35.04 mm	35.37 mm	-0.9%
Total puts	0.00	0.00
Total calls	0.00	0.00
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
Stilwell Joseph	33.41 mm	$11.69 mm	0.0%
SR Equity Ventures	798.54 k	$0.00	0.0%
Calm Waters Partnership	396.88 k	$770.00 k	0.0%
Magnolia Capital Fund	327.66 k	$0.00	0.0%
Funicular Funds	100.00 k	$327.00 k	0.0%
Leveen Calgary Granger	1.41 k	$5.00 k	0.0%
Amster Howard	0.00	$0.00	EXIT

Largest transactions	Shares	Bought/sold	Change
Amster Howard	0.00	-243.53 k	EXIT
Cable Car Capital	0.00	-86.26 k	EXIT
MS Morgan Stanley	0.00	-1.37 k	EXIT
Qube Research & Technologies	0.00	-285.00	EXIT
BAC Bank of America	0.00	-64.00	EXIT
Stilwell Joseph	33.41 mm	0.00	0.0%
Calm Waters Partnership	396.88 k	0.00	0.0%
Magnolia Capital Fund	327.66 k	0.00	0.0%
Leveen Calgary Granger	1.41 k	0.00	0.0%
SR Equity Ventures	798.54 k	0.00	0.0%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

WHLR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
20 Dec 24	Ursa Fund Management	Series D Cummulative Preferred	Buy	Acquire P	Yes	No	26.1291	4,399	114.94 k	388,300
19 Dec 24	Ursa Fund Management	Series D Cummulative Preferred	Buy	Acquire P	Yes	No	25.1005	13,901	348.92 k	383,901
12 Dec 24	Ursa Fund Management	Series D Cummulative Preferred	Buy	Acquire P	Yes	No	25.113	32,066	805.27 k	370,000
12 Dec 24	Ursa Fund Management	Series D Cummulative Preferred	Other	Dispose J	Yes	No	25.5634	170,321	4.35 mm	0
12 Dec 24	Ursa Fund Management	Series D Cummulative Preferred	Other	Acquire J	Yes	No	25.5634	170,321	4.35 mm	337,934
5 Dec 24	Ursa Fund Management	Series D Cummulative Preferred	Other	Dispose J	Yes	No	40.01	10,000	400.10 k	170,321
5 Dec 24	Ursa Fund Management	Series D Cummulative Preferred	Other	Dispose J	Yes	No	40.01	5,000	200.05 k	167,613
3 Dec 24	Ursa Fund Management	Series D Cummulative Preferred	Buy	Acquire P	Yes	No	26.4852	1,350	35.76 k	180,321
3 Dec 24	Ursa Fund Management	Series D Cummulative Preferred	Buy	Acquire P	Yes	No	26.5	150	3.98 k	172,613
2 Dec 24	Ursa Fund Management	Series D Cummulative Preferred	Buy	Acquire P	Yes	No	26.2084	3,200	83.87 k	178,971