Wheeler Real Estate Investment Trust, Inc.

NasdaqCM:WHLR.D Stock Report

Market Cap: US$997.5k

Wheeler Real Estate Investment Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:WHLR.D Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
31 Dec 24BuyUS$292,760URSA Fund Management LLCCompany10,900US$27.12
20 Dec 24BuyUS$463,864URSA Fund Management LLCCompany18,300US$26.13
12 Dec 24BuyUS$805,273URSA Fund Management LLCCompany32,066US$25.11
03 Dec 24BuyUS$232,081URSA Fund Management LLCCompany8,850US$26.50
25 Nov 24BuyUS$222,582URSA Fund Management LLCCompany8,843US$25.30
18 Nov 24BuyUS$511,682URSA Fund Management LLCCompany20,241US$26.25
18 Sep 24SellUS$430,782The Magnolia Group, LLCCompany21,080US$20.48
11 Sep 24SellUS$92,365The Magnolia Group, LLCCompany4,550US$20.30
09 Sep 24SellUS$360,210The Magnolia Group, LLCCompany18,533US$20.15
03 Sep 24SellUS$382,809The Magnolia Group, LLCCompany20,000US$19.16
26 Aug 24SellUS$73,052The Magnolia Group, LLCCompany3,857US$18.94
12 Aug 24SellUS$66,804The Magnolia Group, LLCCompany3,516US$19.00
01 Aug 24SellUS$127,000The Magnolia Group, LLCCompany6,500US$19.70
10 May 24BuyUS$874,712Howard AmsterIndividual47,415US$18.50
15 Mar 24BuyUS$2,079,332Howard AmsterIndividual141,556US$15.57

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WHLR.D?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders180.00549%
Institutions18,6865.7%
General Public309,40894.3%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 1289%.

Top Shareholders

Top 17 shareholders own 5.7% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
3.59%
Stilwell Value LLC
11,773US$35.8k-0.01%0.03%
0.82%
UBS Asset Management AG
2,689US$8.2k0%no data
0.77%
Cable Car Capital LLC
2,524US$7.7k0%no data
0.26%
Bandera Partners LLC
845US$2.6k-0.35%no data
0.2%
Tower Research Capital Europe Limited
648US$2.0k436%no data
0.028%
Geode Capital Management, LLC
93US$282.7-13.9%no data
0.028%
Corbin Capital Partners, L.P.
92US$279.70%no data
0.0046%
Steamboat Capital Partners, LLC
15US$45.60%no data
0.0021%
Calgary Leveen
7US$21.20%no data
0.0015%
The Vanguard Group, Inc.
5US$15.20%no data
0.0012%
Bruce Derrick
4US$12.20%no data
0.0012%
William Derrick
4US$12.20%no data
0.0003%
Amundi Asset Management US, Inc.
1US$3.00%no data
0.0003%
Stefani Carter
1US$3.00%no data
0.0003%
Bank of America Corporation, Asset Management Arm
1US$3.00%no data
0.0003%
Michael Franklin
1US$3.00%no data
0.0003%
Crystal Plum
1US$3.00%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/22 22:20
End of Day Share Price 2025/02/21 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Wheeler Real Estate Investment Trust, Inc. is covered by 5 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Craig KuceraB. Riley Securities, Inc.
Stephen ManakerCompass Point Research & Trading, LLC
Craig KuceraFBR Capital Markets & Co.