Highlights
- Market Cap
- $742.98M
- Enterprise Value
- $719.32M
- EPS (TTM)
- $0.39
- PE Ratio
- 17.73
- Total Revenue (TTM)
- $99.45M
- Gross Profit (TTM)
- $49.78M
- EBITDA (TTM)
- $4.05M
- Year Range
- $3.00 - $7.70
- ROA (TTM)
- 2.47%
- ROE (TTM)
- 6,362.82%
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.
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Returns By Period
Wheeler Real Estate Investment Trust, Inc. (WHLRP) has returned 33.92% so far this year and 74.63% over the past 12 months. Over the last ten years, WHLRP has returned -5.18% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Wheeler Real Estate Investment Trust, Inc.
- 1D
- 5.15%
- 1M
- -0.43%
- YTD
- 33.92%
- 6M
- 64.30%
- 1Y
- 74.63%
- 3Y*
- 76.02%
- 5Y*
- -5.27%
- 10Y*
- -5.18%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Sep 24, 2014, WHLRP's average daily return is +0.07%, while the average monthly return is +0.99%. At this rate, your investment would double in approximately 5.9 years.
Historically, 55% of months were positive and 45% were negative. The best month was Oct 2024 with a return of +50.4%, while the worst month was Dec 2018 at -53.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.
On a daily basis, WHLRP closed higher 44% of trading days. The best single day was Mar 19, 2020 with a return of +32.5%, while the worst single day was Dec 21, 2018 at -51.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 15.61% | 16.33% | -0.43% | 33.92% | |||||||||
| 2025 | 44.07% | -10.00% | 0.51% | 0.50% | 0.00% | -1.00% | 1.01% | -2.50% | 8.46% | -3.31% | -9.05% | 39.51% | 69.93% |
| 2024 | 10.77% | -14.58% | 31.78% | -7.61% | 36.89% | 9.76% | 5.56% | 34.16% | -5.41% | 50.42% | -13.61% | -1.80% | 195.87% |
| 2023 | 30.26% | -9.97% | -9.96% | -23.36% | 25.20% | 3.90% | 0.01% | 25.93% | -25.56% | -5.33% | -3.53% | -5.11% | -14.47% |
| 2022 | -5.20% | 0.16% | 7.79% | -14.34% | -9.66% | -6.37% | 4.60% | -37.55% | -29.45% | 13.04% | 13.46% | -48.47% | -77.41% |
| 2021 | -3.56% | 1.94% | -13.93% | 12.50% | 13.05% | 7.22% | -11.06% | -31.04% | 16.58% | -22.61% | -4.22% | -15.35% | -48.23% |
Benchmark Metrics
Wheeler Real Estate Investment Trust, Inc. has an annualized alpha of 10.67%, beta of 0.62, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since September 25, 2014.
- This stock participated in 142.55% of S&P 500 Index downside but only 73.69% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.62 may look defensive, but with R² of 0.03 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 0.03 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
- 10.67%
- Beta
- 0.62
- R²
- 0.03
- Upside Capture
- 73.69%
- Downside Capture
- 142.55%
Return for Risk
Risk / Return Rank
WHLRP ranks 85 for risk / return — in the top 85% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Wheeler Real Estate Investment Trust, Inc. (WHLRP) and compare them to a chosen benchmark (S&P 500 Index).
| WHLRP | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 0.90 | +0.49 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.39 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.21 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 4.47 | 1.40 | +3.07 |
Martin ratioReturn relative to average drawdown | 12.26 | 6.61 | +5.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore WHLRP risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.69 | $2.25 | $2.25 | $2.25 |
Dividend yield | 0.00% | 0.00% | 14.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 21.69% | 10.28% | 10.16% | 9.68% |
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 | |||||||||
| 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 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 |
| 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 94.24%, occurring on Mar 6, 2024. The portfolio has not yet recovered.
The current Wheeler Real Estate Investment Trust, Inc. drawdown is 57.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.24% | May 1, 2017 | 1724 | Mar 6, 2024 | — | — | — |
| -29.18% | Jun 29, 2015 | 157 | Feb 10, 2016 | 159 | Sep 27, 2016 | 316 |
| -19.04% | Sep 30, 2014 | 98 | Feb 19, 2015 | 21 | Mar 20, 2015 | 119 |
| -6.68% | Feb 27, 2017 | 12 | Mar 14, 2017 | 14 | Apr 3, 2017 | 26 |
| -6.21% | Oct 26, 2016 | 7 | Nov 3, 2016 | 36 | Dec 27, 2016 | 43 |
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 WHLRP, comparing it with other companies in the REIT - Retail industry. Currently, WHLRP has a P/E ratio of 17.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WHLRP relative to other companies in the REIT - Retail industry. Currently, WHLRP has a P/S ratio of 2.7. 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 WHLRP in comparison with other companies in the REIT - Retail industry. Currently, WHLRP has a P/B value of 3,642.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
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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 | — |