WHLRD
Wheeler Real Estate Investment Trust, Inc.
NasdaqCMUSDEQUITY
Real Estate
DELAYED
Neutral
-5/100
Last price
36.50
▲ 0.24 (0.66%)
MARKET · —
Price
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Both series are rebased to 0% at the left edge, so the lines show relative performance rather than price.
Tool
1D
—
H —
L —
Range —
Vol —
vs
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Open
—
Prev close
36.26
Day high
36.50
Day low
36.49
Volume
504
Market cap
—
P/E (TTM)
—
52W range
32.79 – 42.00
Trailing performance
Returnvs SPY
1W
+0.69%
-1.3%
1M
+1.39%
+0.2%
3M
-4.72%
-9.2%
6M
-0.54%
-18.7%
YTD
-4.07%
-18.3%
1Y
+2.24%
-14.2%
3Y
+247.62%
+165.4%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on WHLRD open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
0
Net selling
Buy transactions
0
0 shares
Sell transactions
0
—
Net transactions
0
Buys less sells
Sell : buy shares
—
Not enough filings
Insider-held shares
11.70K
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Dec 31, 24 | URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security |
BUY | 10.90K | $292.76K | Indirect |
| Dec 20, 24 | URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security |
BUY | 18.30K | $463.86K | Indirect |
| Dec 12, 24 | URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security |
BUY | 32.07K | $805.27K | Indirect |
| Dec 3, 24 | URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security |
BUY | 8.85K | $232.08K | Indirect |
| Nov 25, 24 | URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security |
BUY | 8.84K | $222.58K | Indirect |
| Nov 18, 24 | URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security |
BUY | 20.24K | $511.68K | Indirect |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
URSA FUND MANAGEMENT, LLC |
Beneficial Owner of more than 10% of a Class of Security | — | Purchase |
Fundamentals
Market cap—
Enterprise value$568.77M
Revenue (TTM)$95.44M
Gross profit$63.81M
EBITDA$49.87M
Net income$9.93M
EPS (TTM)$-1.87
Free cash flow$3.73M
Total cash$31.87M
Total debt$466.24M
Book value / share$-301.40
Shares outstanding0
Float53.65K
Short % of float—
Dividend yield0.00%
Beta (5Y)0.60
Valuation & profitability ratios
Trailing P/E—
Forward P/E-20.74
PEG ratio—
Price / sales—
Price / book—
EV / revenue5.96
EV / EBITDA11.41
Gross margin66.86%
Operating margin32.10%
Profit margin17.76%
Return on equity22.57%
Return on assets3.11%
Debt / equity451.73
Current ratio4.44
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Total revenue | $99.44M | $104.57M | $102.33M | $76.64M | -4.9% |
| Operating revenue | $97.69M | $102.41M | $100.33M | $75.19M | -4.6% |
| Cost of revenue | $33.04M | $35.29M | $34.87M | $25.73M | -6.4% |
| Gross profit | $66.40M | $69.29M | $67.45M | $50.91M | -4.2% |
| Selling, general & admin | $11.71M | $10.80M | $11.75M | $8.62M | +8.5% |
| Total operating expense | $34.65M | $36.11M | $40.25M | $28.16M | -4.0% |
| Operating income | $31.75M | $33.18M | $27.20M | $22.75M | -4.3% |
| Net interest income | -$32.79M | -$32.14M | -$31.83M | -$30.04M | -2.0% |
| Pre-tax income | $14.86M | $712.00K | $6.13M | -$8.47M | +1,987.5% |
| Tax provision | $26.00K | $1.00K | $48.00K | $0 | +2,500.0% |
| Net income | $8.77M | -$9.63M | -$4.69M | -$12.45M | +191.1% |
| Net income to common | -$3.85M | -$22.18M | -$29.24M | -$21.51M | +82.6% |
| EBIT | $45.93M | $30.64M | $33.83M | $12.93M | +49.9% |
| EBITDA | $68.87M | $55.96M | $62.33M | $32.47M | +23.1% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Cash & equivalents | $23.66M | $42.96M | $18.40M | $28.49M | -44.9% |
| Cash & short-term investments | $23.66M | $42.96M | $18.40M | $28.49M | -44.9% |
| Accounts receivable | $15.76M | $14.69M | $13.13M | $13.54M | +7.3% |
| Total current assets | $68.94M | $75.41M | $52.93M | $69.41M | -8.6% |
| Property, plant & equipment | $8.12M | $10.08M | $10.57M | $16.53M | -19.5% |
| Goodwill & intangibles | $6.91M | $11.81M | $19.06M | $28.59M | -41.5% |
| Total assets | $601.73M | $653.70M | $668.33M | $684.54M | -7.9% |
| Total current liabilities | $23.39M | $28.25M | $34.88M | $42.37M | -17.2% |
| Long-term debt | $468.16M | $482.61M | $477.57M | $466.03M | -3.0% |
| Total debt | $483.75M | $503.86M | $505.72M | $506.48M | -4.0% |
| Total liabilities | $507.04M | $537.05M | $526.80M | $531.98M | -5.6% |
| Retained earnings | -$350.88M | -$347.03M | -$324.85M | -$295.62M | -1.1% |
| Shareholder equity | $63.44M | $59.26M | $75.41M | $86.36M | +7.1% |
| Working capital | $45.55M | $47.16M | $18.05M | $27.04M | -3.4% |
| Net tangible assets | $56.53M | $47.45M | $56.35M | $57.77M | +19.1% |
| Shares issued | 2.63K | 1 | 1 | 1 | +263,100.0% |
| Line item | 2025 | 2024 | 2023 | 2022 | 2021 | YoY |
|---|---|---|---|---|---|---|
| Net income | $14.84M | $711.00K | $6.08M | -$8.47M | — | +1,986.8% |
| Depreciation & amortisation | $22.94M | $25.32M | $23.65M | $17.46M | — | -9.4% |
| Stock-based compensation | — | — | — | $0 | $14.00K | — |
| Change in working capital | -$4.75M | -$3.42M | -$1.49M | $11.05M | — | -38.9% |
| Operating cash flow | $21.13M | $25.99M | $20.93M | $30.76M | — | -18.7% |
| Capital expenditure | — | — | -$20.02M | -$8.51M | -$6.41M | — |
| Investing cash flow | $32.14M | $15.48M | -$31.52M | -$133.51M | — | +107.6% |
| Share buybacks | — | — | — | $0 | -$8.34M | — |
| Financing cash flow | -$65.36M | -$20.56M | -$5.47M | $118.20M | — | -217.9% |
| Free cash flow | $21.13M | $25.99M | $20.93M | $22.25M | — | -18.7% |
| End cash position | $48.63M | $60.72M | $39.81M | $55.87M | — | -19.9% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $22.48M | $24.01M | $25.17M | $23.82M | $26.10M | -6.4% |
| Operating revenue | $22.02M | $23.88M | $24.15M | $23.71M | $25.66M | -7.8% |
| Cost of revenue | $6.85M | $8.41M | $8.55M | $7.82M | $7.74M | -18.5% |
| Gross profit | $15.63M | $15.60M | $16.62M | $16.00M | $18.36M | +0.2% |
| Selling, general & admin | $3.32M | $2.74M | $3.76M | $2.40M | $2.82M | +21.5% |
| Total operating expense | $8.41M | $7.97M | $9.08M | $8.02M | $8.60M | +5.6% |
| Operating income | $7.21M | $7.63M | $7.54M | $7.99M | $9.77M | -5.5% |
| Net interest income | -$7.75M | -$7.14M | -$8.89M | -$7.56M | -$8.49M | -8.6% |
| Pre-tax income | $9.75M | -$1.17M | $482.00K | $12.98M | -$1.00M | +932.5% |
| Tax provision | $2.00K | $0 | $0 | $0 | $0 | — |
| Net income | $8.64M | -$2.40M | -$819.00K | $11.53M | -$2.45M | +460.4% |
| Net income to common | $7.15M | -$5.27M | -$866.00K | $8.91M | -$5.05M | +235.7% |
| EBIT | $17.13M | $5.55M | $9.52M | $20.27M | $6.89M | +208.6% |
| EBITDA | $22.21M | $10.78M | $14.84M | $27.31M | $12.67M | +106.0% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $31.87M | $23.59M | $23.66M | $27.09M | $28.07M | +35.1% |
| Cash & short-term investments | $31.87M | $23.59M | $23.66M | $27.09M | $28.07M | +35.1% |
| Accounts receivable | $14.26M | $16.11M | $15.76M | $14.63M | $15.73M | -11.5% |
| Total current assets | $74.04M | $65.99M | $68.94M | $87.29M | $73.80M | +12.2% |
| Property, plant & equipment | $7.89M | $8.01M | $8.12M | $9.43M | $9.55M | -1.4% |
| Goodwill & intangibles | $5.88M | $6.41M | $6.91M | $7.55M | $8.71M | -8.3% |
| Total assets | $593.38M | $594.01M | $601.73M | $625.17M | $625.95M | -0.1% |
| Total current liabilities | $20.88M | $22.53M | $23.39M | $28.57M | $26.08M | -7.4% |
| Long-term debt | $458.11M | $461.07M | $468.16M | $487.34M | $477.31M | -0.6% |
| Total debt | $472.77M | $476.20M | $483.75M | $504.92M | $495.93M | -0.7% |
| Total liabilities | $490.50M | $502.61M | $507.04M | $532.77M | $534.30M | -2.4% |
| Retained earnings | -$349.00M | -$356.14M | -$350.88M | -$350.01M | -$358.93M | +2.0% |
| Shareholder equity | $75.90M | $63.02M | $63.44M | $60.59M | $53.78M | +20.4% |
| Working capital | $53.17M | $43.46M | $45.55M | $58.73M | $47.72M | +22.3% |
| Net tangible assets | $70.02M | $56.61M | $56.53M | $53.04M | $45.08M | +23.7% |
| Shares issued | 41.95K | 6.69K | 2.63K | 657 | 152 | +526.9% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | YoY |
|---|---|---|---|---|---|---|---|
| Net income | $9.75M | -$1.17M | $482.00K | $12.98M | -$1.00M | — | +932.3% |
| Depreciation & amortisation | $4.37M | $5.23M | $5.32M | $7.04M | $4.35M | — | -16.5% |
| Change in working capital | $2.00M | -$932.00K | -$3.63M | -$736.00K | -$31.00K | — | +314.7% |
| Operating cash flow | $8.00M | $4.47M | $2.37M | $5.44M | $8.88M | — | +79.0% |
| Capital expenditure | -$2.39M | -$1.88M | — | -$4.47M | -$5.99M | -$2.08M | -27.4% |
| Investing cash flow | $8.45M | $3.93M | $11.24M | -$4.45M | $9.12M | — | +115.0% |
| Financing cash flow | -$4.68M | -$9.00M | -$21.88M | -$2.17M | -$6.94M | — | +48.1% |
| Free cash flow | $5.61M | $2.59M | $14.91M | $966.00K | $2.89M | — | +116.5% |
| End cash position | $59.79M | $48.02M | $48.63M | $56.90M | $58.08M | — | +24.5% |
Options analytics
Put / call volume
—
—
Put / call open interest
—
Positioning, not flow
Max pain
—
—
ATM implied vol
—
Nearest strike to spot
Skew (10% OTM)
—
—
Call volume
0
Contracts, this expiry
Put volume
0
Contracts, this expiry
Heaviest call OI
—
—
Heaviest put OI
—
—
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | — | — | $0 | — |
| Next quarter | — | — | $0 | — |
| Current year | — | — | $0 | — |
| Next year | — | — | $0 | — |
Analyst targets & ownership
Mean target—
High target—
Low target—
Implied upside—
Analyst count—
ConsensusNONE
Strong buy / Buy— / —
Hold—
Sell / Strong sell— / —
Held by insiders21.81%
Held by institutions21.64%
Institutions holding2
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
36.33
+0.48% from price
SMA 20
36.22
+0.77% from price
SMA 50
36.06
+1.22% from price
SMA 100
36.74
-0.64% from price
SMA 200
37.13
-1.69% from price
EMA 12
36.29
+0.58% from price
EMA 26
36.21
+0.80% from price
EMA 50
36.28
+0.62% from price
RSI (14)
55.8
Neutral
MACD (12,26,9)
0.08
Hist 0.01
ATR (14)
0.62
1.70% of price
Realised vol 30D
21.1%
Annualised
Bollinger upper
37.02
20, 2σ
Bollinger lower
35.42
20, 2σ
50 / 200 cross
Death
36.06 vs 37.13
Trend bias
Below 200
-1.69%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
0.28
Less volatile than market
Correlation to SPY
0.10
Largely independent
Realised vol 30D
21.1%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-18.4%
Peak to trough
Max drawdown 5Y
-41.2%
Peak to trough
ATR 14
0.62
1.70% of price
Beta (reported)
0.60
5Y monthly, from filing
Short interest
Shares short
1.49K
Prior 1.98K
Change vs prior
-24.8%
Shorts covering
% of float
—
—
% of shares out
—
Against total outstanding
Days to cover
4.9
Liquid
Float
53.65K
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Dividends & splits
Forward rate—
Forward yield0.00%
5-year avg yield—
Payout ratio—
Ex-dividend dateSep 27, 2018
Next pay dateOct 15, 2018
Last split—
Split date—
Headlines
PRIVATE STRATEGY · BY QUALIFICATION
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