Wheeler Real Estate Investment Trust, Inc. (WHLRD)
Company Info
Highlights
$31.94M
-$1.87
$103.06M
$68.07M
$67.32M
$16.49 - $35.74
$16.33
0.70%
7.80
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Wheeler Real Estate Investment Trust, Inc. (WHLRD) returned 25.28% year-to-date (YTD) and 85.79% over the past 12 months.
WHLRD
25.28%
-4.71%
32.81%
85.79%
33.53%
24.90%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of WHLRD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 17.91% | -4.06% | 0.23% | 15.96% | -4.71% | 25.28% | |||||||
| 2024 | 5.99% | -0.80% | 10.30% | 2.58% | 15.42% | 3.55% | 6.34% | -2.84% | 11.02% | 23.29% | -2.29% | 6.02% | 108.29% |
| 2023 | 1.01% | -2.78% | -0.48% | -0.40% | 5.04% | -4.80% | -6.32% | 5.12% | -14.70% | 35.71% | 4.07% | -12.14% | 1.48% |
| 2022 | -14.50% | 1.69% | 8.93% | 1.53% | -2.33% | -7.14% | -1.06% | 0.54% | -11.90% | 3.27% | -6.17% | 14.03% | -15.55% |
| 2021 | -2.83% | -3.14% | 6.26% | 0.56% | 0.83% | -1.70% | -4.12% | -4.07% | 2.12% | -3.56% | -4.00% | -2.53% | -15.53% |
| 2020 | 0.97% | -7.01% | -37.31% | 4.88% | 20.92% | 7.29% | 6.25% | 15.37% | 3.16% | -1.16% | 13.33% | 5.88% | 20.12% |
| 2019 | 24.50% | 15.93% | 0.86% | 3.85% | -0.34% | 3.72% | 6.51% | -11.23% | -0.35% | 11.57% | 0.19% | -5.46% | 55.59% |
| 2018 | -12.94% | -1.94% | -5.57% | 3.45% | 11.56% | 6.07% | 10.18% | 6.55% | -1.22% | -10.11% | -4.41% | -46.53% | -47.41% |
| 2017 | 5.80% | 3.09% | 3.67% | -1.22% | -12.94% | 5.47% | 2.73% | -5.29% | 3.54% | -9.79% | 2.30% | -1.43% | -6.01% |
| 2016 | 2.24% | -1.96% | -5.00% | 1.27% | -3.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 97, WHLRD is among the top 3% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wheeler Real Estate Investment Trust, Inc. (WHLRD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.64 | $2.19 | $0.61 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 17.04% | 10.88% | 2.59% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $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 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $1.64 |
| 2017 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $2.19 |
| 2016 | $0.06 | $0.00 | $0.00 | $0.55 | $0.61 |
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 78.52%, occurring on Mar 18, 2020. Recovery took 1063 trading sessions.
The current Wheeler Real Estate Investment Trust, Inc. drawdown is 4.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.52% | Apr 4, 2017 | 681 | Mar 18, 2020 | 1063 | Oct 2, 2024 | 1744 |
| -11.44% | Jan 27, 2025 | 49 | Apr 8, 2025 | 10 | Apr 23, 2025 | 59 |
| -10.59% | Nov 8, 2024 | 5 | Nov 14, 2024 | 30 | Dec 31, 2024 | 35 |
| -8.98% | Oct 6, 2016 | 21 | Nov 28, 2016 | 41 | Feb 1, 2017 | 62 |
| -6.39% | May 1, 2025 | 16 | May 22, 2025 | — | — | — |
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Wheeler Real Estate Investment Trust, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -150.0%.
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.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for WHLRD compared to other companies in the REIT - Retail industry. WHLRD currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WHLRD relative to other companies in the REIT - Retail industry. Currently, WHLRD has a P/S ratio of 0.3. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for WHLRD in comparison with other companies in the REIT - Retail industry. Currently, WHLRD has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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