WHLR — Wheeler Real Estate Investment Trust, Inc.

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates WHLR Bearish with a Setup Score of 58, net conviction 31, actionability 108. How the Setup Score works →

Total Setup Score58
Directional BiasBearish
Net Conviction31
Actionability108 (in range)

Key signals behind this score

About Wheeler Real Estate Investment Trust, Inc.

Wheeler Real Estate Investment Trust, Inc. is a Maryland corporation formed on June 23, 2011. The Trust serves as the general partner of Wheeler REIT, L.P., which was formed as a Virginia limited partnership on April 5, 2012. At June 30, 2026, the Company owned 100% of the Operating Partnership. As of June 30, 2026, the Trust owned and operated fifty-nine properties, including fifty-six retail shopping centers and three undeveloped properties in … Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$0.37
Market Cap$908,736
Float1.9M
Shares Outstanding2.5M
P/E (TTM)0.01
Price/Sales (TTM)0.01
vs. Analyst Target+1791.9% to analyst PT
Profit Margin17.76%
Operating Margin (TTM)32.10%
Revenue (TTM)$95.4M
Dividend RateNone
Analyst Target Price$7.00

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $60.8M $245,000 $41.9M $35.8M
2021 $61.3M -$9.4M $41.7M $38.5M
2022 $76.6M -$12.5M $50.9M $32.5M
2023 $102M -$4.7M $67.5M $62.3M
2024 $105M -$9.6M $69.5M $55.6M
2025 $99.4M $8.8M $66.4M $68.9M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $23.8M $11.5M
Dec 2025 $25.2M -$819,000
Mar 2026 $24.3M -$2.4M
Jun 2026 $22.5M $7.1M

Ownership & Float

Institutional Ownership1.1%
Short Float4.7%
% of All Funds Holding0.05%
Number of Funds Holding4

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$0.67Near-term / short-term trend
Weekly40-Week SMA$29.13Medium-term trend
Weekly80-Week SMA$2267.13Cyclical trend (business cycle)
Weekly200-Week SMA$96676808.15Secular trend (multi-year)
Monthly10-Month SMA$27.10Near-term monthly trend
Monthly20-Month SMA$6473.98Medium-term monthly trend
Monthly40-Month SMA$25926215.03Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$1.20 resistance 6.45x 0 months ago
$4.00 resistance 3.28x 1 months ago
$53.00 resistance 4.35x 5 months ago
$1200.00 resistance 2.98x 11 months ago
$2890.00 resistance 1.45x 14 months ago

Historical Earnings Reactions (54 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.38% -0.19% 33.33% 9.22% -12.27%
1 Day -0.05% 0.00% 44.44% 35.45% -17.91%
1 Week -2.92% -1.17% 38.89% 33.83% -32.16%
2 Weeks -5.09% -2.02% 37.04% 52.81% -45.32%
1 Month -7.28% -7.55% 30.19% 121.67% -70.66%

Next earnings: October 25, 2026 (60 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-4.0%28.6%14
Feb-9.3%28.6%14
Mar-18.1%28.6%14
Apr0.6%57.1%14
May-16.4%21.4%14
Jun5.0%57.1%14
Jul-11.7%35.7%14
Aug-9.0%46.2%13
Sep4.4%38.5%13
Oct-11.8%30.8%13
Nov-12.0%23.1%13
Dec-17.0%28.6%14

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.49% 43.1% 649
Tuesday -0.43% 40.4% 711
Wednesday -0.43% 42.1% 708
Thursday -0.27% 37.6% 694
Friday -0.20% 42.1% 692

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 1.1%

Insider Transactions — Smart Summary

12-Month Insider Activity Summary

Total Filings9
Net Value+N/A
Net Shares Change52,753
% of Float2.7%
C-Suite Filings0
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Magnetar Financial LLC -$150,192.777 6 6 sell
HRT FINANCIAL LP +$69,060.707 3 3 buy, 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-07-09 HRT FINANCIAL LP -$8,068.605 Transaction at $0.55, now -32.4%
2026-07-07 HRT FINANCIAL LP +$25,879.098 Transaction at $0.66, now -44.2%
2026-07-02 HRT FINANCIAL LP +$51,250.214 Transaction at $1.29, now -71.3%
2026-04-14 Magnetar Financial LLC -$79,549.8 Transaction at $0.85, now -56.5%
2026-04-09 Magnetar Financial LLC -$21,337.926 Transaction at $0.84, now -56.0%
2026-04-06 Magnetar Financial LLC -$21,460.296 Transaction at $0.93, now -60.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Wheeler Real Estate Investment Trust, Inc. (WHLR) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for WHLR on Trend Edge →