Wheeler Real Estate Investment Trust, Inc. (WHLRD)
Company Info
Highlights
$28.61M
-$1.87
$76.92M
$37.79M
-$13.63M
$13.25 - $34.01
$16.33
0.70%
1.53
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wheeler Real Estate Investment Trust, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Wheeler Real Estate Investment Trust, Inc. had a return of 12.93% year-to-date (YTD) and 120.50% in the last 12 months.
WHLRD
12.93%
-2.39%
61.32%
120.50%
15.36%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
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% | 12.93% | |||||||||||
| 2024 | 5.99% | -0.80% | 10.30% | 2.57% | 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% | 0.53% | -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% | 3.17% | -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 | -12.93% | -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.
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 | ||||||||||
| 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.
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 1132 trading sessions.
The current Wheeler Real Estate Investment Trust, Inc. drawdown is 7.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.52% | Apr 4, 2017 | 669 | Mar 18, 2020 | 1132 | Oct 2, 2024 | 1801 |
| -10.59% | Nov 8, 2024 | 5 | Nov 14, 2024 | 31 | Dec 31, 2024 | 36 |
| -9.46% | Jan 27, 2025 | 13 | Feb 12, 2025 | — | — | — |
| -8.98% | Oct 6, 2016 | 21 | Nov 28, 2016 | 40 | Feb 1, 2017 | 61 |
| -5.29% | Oct 3, 2024 | 2 | Oct 4, 2024 | 2 | Oct 8, 2024 | 4 |
Volatility
Volatility Chart
The current Wheeler Real Estate Investment Trust, Inc. volatility is 9.49%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Wheeler Real Estate Investment Trust, Inc..
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Income Statement
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