Wheeler Real Estate Investment Trust, Inc. (WHLRL) — SEC Filings

Wheeler Real Estate Investment Trust, Inc. (WHLRL) — 50 SEC filings. Latest: 8-K (Dec 17, 2025). Includes 40 8-K, 3 10-Q, 3 SC 13G/A.

View Wheeler Real Estate Investment Trust, Inc. on SEC EDGAR

Overview

Wheeler Real Estate Investment Trust, Inc. (WHLRL) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 8, 2025: On December 5, 2025, Wheeler Real Estate Investment Trust, Inc. reported an unregistered sale of equity securities. The filing also noted other events, but specific details regarding the nature of the equity sale, the number of shares, or the price were not immediately available in this summary.

Sentiment Summary

Across 50 filings, the sentiment breakdown is: 1 bearish, 49 neutral. The dominant filing sentiment for Wheeler Real Estate Investment Trust, Inc. is neutral.

Filing Type Overview

Wheeler Real Estate Investment Trust, Inc. (WHLRL) has filed 40 8-K, 3 10-Q, 1 DEF 14A, 1 10-K, 1 SC 13D/A, 3 SC 13G/A, 1 SC 13G with the SEC between Sep 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent SEC Filings (50)

Wheeler Real Estate Investment Trust, Inc. SEC Filing History
DateFormDescriptionRisk
Dec 17, 20258-K8-K Filing
Dec 8, 20258-KWheeler REIT Reports Unregistered Equity Salemedium
Dec 4, 20258-KWheeler REIT Reports Unregistered Equity Salesmedium
Nov 25, 20258-KWheeler REIT Files 8-K: Corporate Actions & Disclosuresmedium
Nov 20, 20258-K8-K Filing
Nov 6, 20258-K8-K Filing
Oct 20, 20258-KWheeler REIT Reports Unregistered Equity Salesmedium
Oct 7, 20258-KWheeler REIT Files 8-K on Other Eventsmedium
Sep 17, 20258-KWheeler REIT Files 8-K on Equity Sales & Charter Changesmedium
Sep 12, 20258-KWheeler REIT Reports Unregistered Equity Salesmedium
Sep 8, 20258-KWheeler REIT Files 8-K for Other Eventslow
Sep 2, 20258-KWheeler REIT Reports Unregistered Equity Salesmedium
Aug 20, 20258-KWheeler REIT Files 8-K on Equity Sales & Shareholder Votesmedium
Aug 6, 20258-KWheeler REIT Files 8-K on Securitieslow
Aug 5, 202510-QWheeler REIT's Q2 Loss Widens Amidst Asset Declinehigh
Jul 25, 20258-KWheeler REIT Reports Unregistered Equity Salesmedium
Jul 11, 2025DEF 14AWheeler REIT Sets Virtual Annual Meeting for August 20low
Jul 8, 20258-KWheeler REIT Files 8-K on Securitieslow
Jun 20, 20258-KWheeler REIT Files 8-K on Shareholder Nominationslow
Jun 13, 20258-KWheeler REIT Reports Unregistered Equity Salesmedium

Risk Profile

Risk Assessment: Of WHLRL's 43 recent filings, 1 were flagged as high-risk, 28 as medium-risk, and 14 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.

Financial Highlights

Wheeler Real Estate Investment Trust, Inc. Financial Summary (10-Q, Aug 5, 2025)
MetricValue
EPS-$0.20
Total Assets$450.1M

Key Executives

  • Joseph Stilwell

Industry Context

The real estate investment trust sector, particularly those focused on retail properties like shopping centers, faces ongoing challenges. Evolving consumer shopping habits, increased e-commerce penetration, and broader economic uncertainties continue to pressure occupancy rates and rental income. REITs are increasingly focused on portfolio optimization, tenant diversification, and adapting to changing retail landscapes.

Top Tags

debt (10) · unregistered-sales (9) · equity (9) · 8-K (9) · corporate-governance (7) · equity-sale (5) · real-estate (5) · filing (4) · sec-filing (4) · 8-k (4)

Key Numbers

Wheeler Real Estate Investment Trust, Inc. Key Metrics
MetricValueContext
Net loss per common share$0.20Increased from $0.14 in Q2 2024, indicating worsening profitability.
Net loss per common share (YTD)$0.41More than doubled from $0.20 in H1 2024, showing a significant negative trend.
Total assets$450.1MSlight decrease from $452.6M at year-end 2024, reflecting asset base erosion.
Series D Preferred Stock shares1,000,000Consistent number of shares outstanding, indicating stable preferred equity structure.
Series B Preferred Stock shares1,000,000Consistent number of shares outstanding, indicating stable preferred equity structure.
Number of Directors8To be elected to the Board of Directors
Fiscal Year2025For which Cherry Bekaert LLP is appointed
SEC File Number001-35713Identifies the company's filing with the SEC.
IRS Employer Identification No.45-2681082Company's tax identification number.
Total AssetsN/ASpecific asset values for Q1 2025 are not detailed in the provided snippet.
Total LiabilitiesN/ASpecific liability values for Q1 2025 are not detailed in the provided snippet.
RevenueN/ARevenue figures for Q1 2025 are not detailed in the provided snippet.
Fiscal Year End1231Indicates the end date of the reporting period.
Central Index Key0001527541Unique identifier for the filer.
Filing Amendment NumberAmendment No. 35Indicates this is a significant update to previous filings.

Related Companies

WHLR

Frequently Asked Questions

What are the latest SEC filings for Wheeler Real Estate Investment Trust, Inc. (WHLRL)?

Wheeler Real Estate Investment Trust, Inc. has 50 recent SEC filings from Sep 2024 to Dec 2025, including 40 8-K, 3 10-Q, 3 SC 13G/A. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of WHLRL filings?

Across 50 filings, the sentiment breakdown is: 1 bearish, 49 neutral. The dominant sentiment is neutral.

Where can I find Wheeler Real Estate Investment Trust, Inc. SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Wheeler Real Estate Investment Trust, Inc. (WHLRL) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Wheeler Real Estate Investment Trust, Inc.?

Key financial highlights from Wheeler Real Estate Investment Trust, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.

What is the investment thesis for WHLRL?

The investment thesis for WHLRL includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Wheeler Real Estate Investment Trust, Inc.?

Key executives identified across Wheeler Real Estate Investment Trust, Inc.'s filings include Joseph Stilwell.

What are the main risk factors for Wheeler Real Estate Investment Trust, Inc. stock?

Of WHLRL's 43 assessed filings, 1 were flagged high-risk, 28 medium-risk, and 14 low-risk.

What are recent predictions and forward guidance from Wheeler Real Estate Investment Trust, Inc.?

Forward guidance and predictions for Wheeler Real Estate Investment Trust, Inc. are extracted from SEC filings as they are enriched.

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