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 consists 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).
Company profile
Ticker
WHLR
Exchange
Website
CEO
Daniel Khoshaba
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
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
Latest filings (excl ownership)
424B3
Prospectus supplement
8 Apr 24
8-K
Other Events
8 Apr 24
ARS
2023 FY
Annual report to shareholders
22 Mar 24
DEFA14A
Additional proxy soliciting materials
22 Mar 24
DEF 14A
Definitive proxy
22 Mar 24
424B3
Prospectus supplement
6 Mar 24
POS EX
Additional exhibits for listing
6 Mar 24
PRE 14A
Preliminary proxy
6 Mar 24
424B3
Prospectus supplement
6 Mar 24
8-K
Other Events
6 Mar 24
Latest ownership filings
SC 13D/A
Amster Howard
21 Mar 24
4
ASSOCIATES L P STILWELL
18 Mar 24
4
ASSOCIATES L P STILWELL
11 Mar 24
SC 13G/A
Derrick William C
14 Feb 24
SC 13G/A
Derrick William C
14 Feb 24
SC 13G
AY2 Capital LLC
14 Feb 24
SC 13G/A
Magnetar Financial LLC
14 Feb 24
SC 13D/A
Amster Howard
8 Feb 24
SC 13D/A
STILWELL JOSEPH
7 Feb 24
4
ASSOCIATES L P STILWELL
7 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
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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) | 48.86 mm | 48.86 mm | 48.86 mm | 48.86 mm | 48.86 mm | 48.86 mm |
Cash burn (monthly) | 762.67 k | 453.75 k | 3.79 mm | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 5.18 mm | 3.08 mm | 25.74 mm | n/a | n/a | n/a |
Cash remaining | 43.68 mm | 45.77 mm | 23.12 mm | n/a | n/a | n/a |
Runway (months of cash) | 57.3 | 100.9 | 6.1 | n/a | n/a | n/a |
Institutional ownership, Q3 2023
3.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 20 |
Opened positions | 3 |
Closed positions | 18 |
Increased positions | 0 |
Reduced positions | 14 |
13F shares | Current |
---|---|
Total value | 76.48 mm |
Total shares | 2.63 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
SR Equity Ventures | 798.54 k | $0.00 |
Stilwell Joseph | 601.19 k | $1.73 mm |
Calm Waters Partnership | 396.88 k | $770.00 k |
Steamboat Capital Partners | 334.61 k | $1.27 mm |
Magnolia Capital Fund | 327.66 k | $0.00 |
JCP Investment Management | 121.14 k | $402.00 k |
Renaissance Technologies | 25.84 k | $85.00 k |
Vanguard | 12.82 k | $42.03 mm |
BLK Blackrock | 4.85 k | $15.90 mm |
Chilton Capital Management | 2.00 k | $6.56 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
5 Feb 24 | Stilwell Joseph | Common Stock | Conversion | Acquire C | Yes | No | 0 | 89,586 | 0.00 | 89,586 |
5 Feb 24 | Stilwell Joseph | Common Stock | Conversion | Acquire C | Yes | No | 0 | 3,334,078 | 0.00 | 6,694,070 |
5 Feb 24 | Stilwell Joseph | Common Stock | Conversion | Acquire C | Yes | No | 0 | 1,209,328 | 0.00 | 3,541,214 |
5 Feb 24 | Stilwell Joseph | Common Stock | Conversion | Acquire C | Yes | No | 0 | 8,408,192 | 0.00 | 23,587,501 |
5 Feb 24 | Stilwell Joseph | Series D Cumulative Convertible Preferred Stock Common Stock | Conversion | Dispose C | Yes | No | 169.6 | 513 | 87.00 k | 0 |
5 Feb 24 | Stilwell Joseph | Series D Cumulative Convertible Preferred Stock Common Stock | Conversion | Dispose C | Yes | No | 169.6 | 19,092 | 3.24 mm | 0 |
5 Feb 24 | Stilwell Joseph | Series D Cumulative Convertible Preferred Stock Common Stock | Conversion | Dispose C | Yes | No | 169.6 | 6,925 | 1.17 mm | 5,224 |
5 Feb 24 | Stilwell Joseph | Series D Cumulative Convertible Preferred Stock Common Stock | Conversion | Dispose C | Yes | No | 169.6 | 48,148 | 8.17 mm | 36,322 |
2 Jan 24 | Campbell Kerry G. | Series D Cumulative Convertible Preferred Stock Common Stock | Other | Acquire J | No | No | 169.6 | 462 | 78.36 k | 948 |
2 Jan 24 | Michael Andrew Franklin | Series D Cumulative Convertible Preferred Stock Common Stock | Other | Acquire J | No | No | 169.6 | 123 | 20.86 k | 344 |