- ISIN
- US9630257056
- CUSIP
- 963025705
- Sector
- Real Estate
- Industry
- REIT - Retail
- IPO Date
- Nov 19, 2012
Highlights
- Market Cap
- $1.38B
- Enterprise Value
- $1.35B
- EPS (TTM)
- $0.03
- PE Ratio
- 149.43
- Total Revenue (TTM)
- $99.10M
- Gross Profit (TTM)
- $50.98M
- EBITDA (TTM)
- $49.29M
- Year Range
- $3.01 - $2,678.36
- ROA (TTM)
- 0.50%
- ROE (TTM)
- -69.67%
Share Price Chart
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Performance
WHLR Performance Chart
Wheeler Real Estate Investment Trust, Inc. (WHLR) is down 93.8% since the beginning of the year. At $4 per share, WHLR is trading 99.9% below its 52-week high of $2,678. Investors who bought $1,000 worth of WHLR shares 5 years ago would now be looking at an investment worth $0.
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Returns By Period
Wheeler Real Estate Investment Trust, Inc. (WHLR) has returned -93.79% so far this year and -99.85% over the past 12 months. Over the last ten years, WHLR has returned -87.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Wheeler Real Estate Investment Trust, Inc.
- 1D
- 9.51%
- 1M
- -16.67%
- YTD
- -93.79%
- 6M
- -95.09%
- 1Y
- -99.85%
- 3Y*
- -99.73%
- 5Y*
- -98.16%
- 10Y*
- -87.35%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
WHLR Monthly Returns History
Based on dividend-adjusted daily data since Nov 19, 2012, WHLR's average daily return is -0.32%, while the average monthly return is -7.22%.
Historically, 40% of months were positive and 60% were negative. The best month was Sep 2024 with a return of +156.8%, while the worst month was Oct 2023 at -80.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 16 months.
On a daily basis, WHLR closed higher 42% of trading days. The best single day was Sep 5, 2024 with a return of +301.9%, while the worst single day was Nov 6, 2023 at -43.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.67% | -60.08% | -51.28% | -34.82% | -42.54% | -8.65% | -93.79% | ||||||
| 2025 | -53.38% | -58.31% | -75.88% | -63.61% | -50.56% | 52.26% | -43.73% | -48.09% | -29.27% | -52.40% | -51.01% | -41.78% | -99.96% |
| 2024 | -28.58% | -10.28% | -19.69% | -13.38% | -39.64% | 57.66% | -68.77% | -78.35% | 156.83% | 2.35% | -51.63% | -57.93% | -98.47% |
| 2023 | 16.75% | -3.07% | -19.62% | -6.30% | -39.50% | -14.44% | -2.60% | -34.83% | -16.11% | -80.74% | -39.84% | -19.71% | -97.81% |
| 2022 | -9.79% | 13.71% | 15.58% | -3.48% | 4.18% | 9.83% | -4.72% | -19.83% | -32.99% | 26.15% | 9.76% | -22.43% | -28.03% |
| 2021 | -2.17% | 22.51% | 12.95% | 12.53% | -0.00% | 19.91% | -46.64% | 21.48% | -10.37% | -14.63% | -16.73% | -7.18% | -29.96% |
Benchmark Metrics
Wheeler Real Estate Investment Trust, Inc. has an annualized alpha of -58.11%, beta of 0.37, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since November 19, 2012.
- This stock participated in 277.78% of S&P 500 Index downside but only -115.97% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.37 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -58.11%
- Beta
- 0.37
- R²
- 0.00
- Upside Capture
- -115.97%
- Downside Capture
- 277.78%
Return for Risk
Risk / Return Rank
WHLR ranks 7 for risk / return — in the bottom 7% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Wheeler Real Estate Investment Trust, Inc. (WHLR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WHLR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.61 | ||
| Sortino ratioReturn per unit of downside risk | -7.05 | ||
| Omega ratioGain probability vs. loss probability | 0.55 | 1.37 | -0.82 |
| Calmar ratioReturn relative to maximum drawdown | -1.00 | 2.78 | -3.78 |
| Martin ratioReturn relative to average drawdown | -1.13 | 12.44 | -13.57 |
Dividends
Dividend History
Wheeler Real Estate Investment Trust, Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $522,547,200.00 | $609,638,400.00 | $711,244,800.00 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 14.43% | 12.35% | 12.69% |
Monthly Dividends
The table displays the monthly dividend distributions for Wheeler Real Estate Investment Trust, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Wheeler Real Estate Investment Trust, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Wheeler Real Estate Investment Trust, Inc. was 100.00%, occurring on Jun 5, 2026. The portfolio has not yet recovered.
The current Wheeler Real Estate Investment Trust, Inc. drawdown is 100.00%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -100.00%Jun 2026 | 12y 12mo | — | 13y 16dJun 2013 - now |
2012 pullback2012 | -7.20%Dec 2012 | 28d | 4mo 15d | 5mo 13dNov 2012 - May 2013 |
2013 pullback2013 | -1.89%Jun 2013 | 12d | 3d | 15dMay 2013 - Jun 2013 |
2013 pullback2013 | -0.99%May 2013 | 1d | 10d | 11dMay 2013 - May 2013 |
2013 pullback2013 | -0.82%May 2013 | 0s | 7d | 7dMay 2013 - May 2013 |
Drawdown Indicators
| WHLR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -56.78% | -43.22% |
Max Drawdown (1Y)Largest decline over 1 year | -99.87% | -9.10% | -90.77% |
Max Drawdown (3Y)Largest decline over 3 years | -100.00% | -18.90% | -81.10% |
Max Drawdown (5Y)Largest decline over 5 years | -100.00% | -25.43% | -74.57% |
Max Drawdown (10Y)Largest decline over 10 years | -100.00% | -33.92% | -66.08% |
Current DrawdownCurrent decline from peak | -100.00% | -1.80% | -98.20% |
Average DrawdownAverage peak-to-trough decline | -74.95% | -10.71% | -64.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 88.01% | 2.03% | +85.98% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Wheeler Real Estate Investment Trust, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Wheeler Real Estate Investment Trust, Inc. is priced in the market compared to other companies in the REIT - Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for WHLR, comparing it with other companies in the REIT - Retail industry. Currently, WHLR has a P/E ratio of 149.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WHLR relative to other companies in the REIT - Retail industry. Currently, WHLR has a P/S ratio of 4.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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