Wheeler REIT Reports Stock and Debt Changes

Ticker: WHLRL · Form: 8-K · Filed: Apr 8, 2024 · CIK: 1527541

Wheeler Real Estate Investment Trust, Inc. 8-K Filing Summary
FieldDetail
CompanyWheeler Real Estate Investment Trust, Inc. (WHLRL)
Form Type8-K
Filed DateApr 8, 2024
Risk Levelmedium
Pages2
Reading Time2 min
Key Dollar Amounts$0.01, $35.9 million
Sentimentneutral

Sentiment: neutral

Topics: capital-structure, debt, preferred-stock

Related Tickers: WHLR

TL;DR

Wheeler REIT filed an 8-K on 4/8 detailing stock and debt changes as of 4/5.

AI Summary

Wheeler Real Estate Investment Trust, Inc. filed an 8-K on April 8, 2024, reporting an event on April 5, 2024. The filing indicates changes related to its common stock, Series B Preferred Stock, Series D Preferred Stock, and Convertible Subordinated Debt.

Why It Matters

This filing signals potential adjustments in the company's capital structure, which could impact its financial obligations and shareholder equity.

Risk Assessment

Risk Level: medium — Changes in preferred stock and debt can indicate financial restructuring or new capital raising activities, which carry inherent risks.

Key Players & Entities

  • Wheeler Real Estate Investment Trust, Inc. (company) — Registrant
  • April 5, 2024 (date) — Earliest event date
  • April 8, 2024 (date) — Filing date
  • Common Stock (security) — Reported change
  • Series B Preferred Stock (security) — Reported change
  • Series D Preferred Stock (security) — Reported change
  • Convertible Subordinated Debt (security) — Reported change

FAQ

What specific event occurred on April 5, 2024, that necessitated this 8-K filing?

The filing indicates changes related to the company's common stock, Series B Preferred Stock, Series D Preferred Stock, and Convertible Subordinated Debt, but the specific nature of the event is not detailed in the provided text.

What is the significance of reporting changes in Series B and Series D Preferred Stock?

Changes in preferred stock can relate to dividends, redemption, conversion, or other terms that affect the rights and preferences of these shareholders compared to common stockholders.

How might the changes in Convertible Subordinated Debt affect Wheeler REIT?

Changes in convertible subordinated debt could involve new issuances, conversions into equity, or modifications to terms, impacting the company's leverage and potential dilution.

What is the principal executive office address for Wheeler Real Estate Investment Trust, Inc.?

The principal executive offices are located at 2529 Virginia Beach Blvd., Suite 200, Virginia Beach, VA 23452.

When was Wheeler Real Estate Investment Trust, Inc. incorporated?

The company was incorporated in Maryland.

Filing Stats: 589 words · 2 min read · ~2 pages · Grade level 11.4 · Accepted 2024-04-08 07:50:35

Key Financial Figures

  • $0.01 — ange on which registered Common Stock, $0.01 par value per share WHLR Nasdaq Capital
  • $35.9 million — egate redemption price of approximately $35.9 million. As of April 5, 2024, the Company had

Filing Documents

01 Other Events

Item 8.01 Other Events Results of April 2024 Series D Preferred Stock Redemptions The seventh monthly "Holder Redemption Date" occurred on April 5, 2024. The Company received no redemption requests from any holders of its Series D Cumulative Convertible Preferred Stock (the "Series D Preferred Stock") . Cumulative Series D Preferred Stock Redemption Information (Unchanged from March 2024) To date, the Company has processed 182 redemption requests, collectively redeeming 948,631 shares of Series D Preferred Stock. Accordingly, the Company has issued 67,042,618 shares of its common stock, par value $0.01 ("Common Stock") in settlement of an aggregate redemption price of approximately $35.9 million. As of April 5, 2024, the Company had 68,023,718 shares of Common Stock and 2,577,240 shares of Series D Preferred Stock outstanding. May 2024 Redemptions The deadline for the next monthly round of Series D Preferred Stock redemptions is April 25, 2024. The next monthly Holder Redemption Date will occur on May 6, 2024. Required redemption forms and a list of frequently asked questions can each be found on the Company's website at https://ir.whlr.us/series-d/series-d-redemption. Information contained on the Company's website is not incorporated by reference into this Current Report on Form 8-K and should not be considered to be part of this Current Report on Form 8-K.

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. WHEELER REAL ESTATE INVESTMENT TRUST, INC. By: /s/ M. Andrew Franklin Name: M. Andrew Franklin Title: Chief Executive Officer and President Dated: April 8, 2024

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