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Wheeler Real Estate Investment Trust

United States · Commercial Real Estate, Hospitality, Property Management

Wheeler Real Estate Investment Trust, Inc. is a real estate investment trust (REIT) that focuses on owning and managing income-producing retail and commercial properties, primarily in the United States. The company targets properties that are typically anchored by national tenants and offers a diverse array of key services including leasing and property management. Its geographic footprint include

Key facts

Headquarters
United States
Employees
51
Industries
Commercial Real Estate, Hospitality, Property Management
Status
Public (WHLR)
Website
whlr.us
LinkedIn
Company page

Recent activity at Wheeler Real Estate Investment Trust

  • : SEC 8-K (1.01): On October 13, 2026, Wheeler Real Estate Investment Trust, Inc. entered into a Note Purchase Agreement with an unaffiliated investor, agreeing to issue a Promissory Note in the principal amount of $1,000,000. The Company can enter into additional Note Purchase Agreements for up to $25,000,000. The Notes will mature in 18 months and will bear 0.00% interest, with amortization payments made in shares of Common Stock. Closing conditions include stockholder approval for issuance exceeding 19.99% of outstanding shares as per Nasdaq rules.
  • : SEC 8-K (8.01): This filing reports on the results of the October 2026 Holder Redemption Date for the Company’s Series D Preferred Stock, which occurred on October 5, 2026. The Company processed eight redemption requests, redeeming a total of 5,450 shares at a redemption price of approximately $41.96 per share, settled through the issuance of 46,133 shares of Common Stock. This adjustment is significant as it is tied to the conversion price of the Company’s 7.00% Subordinated Convertible Notes, which was adjusted to approximately $2.73 per share, representing a 45% discount to the conversion price of the Series D Preferred Stock. The filing further outlines cumulative redemption details and sets a deadline for the next round of redemptions on October 25, 2026.
  • : SEC 8-K (8.01): On September 8, 2026, Wheeler Real Estate Investment Trust, Inc. reported a significant event concerning the redemptions by holders of its Series D Cumulative Convertible Preferred Stock. This filing discusses modifications to the conversion price of its 7.00% Subordinated Convertible Notes due 2031, indicating the adjustments made in relation to the Series D Preferred Stock. The event is critical for security holders as it may impact the financial implications of their investments and highlights the recent activity in their capital structure as of the event date, September 8, 2026. The company's strategic direction and financing terms could be influenced by these changes, making it a noteworthy update for investors.
  • : SEC 8-K (1.01): On August 17, 2026, Wheeler Real Estate Investment Trust, Inc. entered into a Third Amendment to a Letter Agreement with Stilwell Activist Investments, L.P. and related entities, extending the existing agreement that restricts the conversion of the Company's 7.00% Subordinated Convertible Notes due 2031 until December 7, 2028. In return for this extension, the Company agreed to register the resale of 710,466 shares of Series B Convertible Preferred Stock owned by the Stilwell Holders. This Third Amendment also replaces the previous expiration date of December 7, 2026, ensuring that the Stilwell Holders do not inadvertently gain control over 50% of the Company's voting power. The strategic implications include maintaining the current ownership structure and providing liquidity for the Stilwell Holders' preferred shares.
  • : SEC 8-K (5.02):
  • : SEC 8-K (8.01): This filing reports on the conversion price adjustment of Wheeler Real Estate Investment Trust, Inc.'s 7.00% Subordinated Convertible Notes due 2031, following the redemption of Series D Cumulative Convertible Preferred Stock. On August 5, 2026, seven redemption requests from holders resulted in the redemption of 7,100 shares at approximately $41.29 per share, with an aggregate settlement through the issuance of 403,236 shares of Common Stock. The conversion price for the Notes was adjusted to approximately $0.40 per share, representing a significant discount to the Common Stock's recent trading price. Additionally, this filing includes information on cumulative redemptions and upcoming deadlines, highlighting strategic financial activity affecting shareholder equity and debt obligations.
  • : SEC 8-K (7.01):
  • : SEC 8-K (8.01): On July 6, 2026, Wheeler Real Estate Investment Trust, Inc. reported the results of their recent redemptions of Series D Cumulative Convertible Preferred Stock, where six redemption requests totalled 8,200 shares redeemed at approximately $40.97 per share. The conversion price for the Company's 7.00% Subordinated Convertible Notes due 2031 was adjusted to approximately $0.67 per share based on the conversion of Series D Preferred Stock into common stock, reflecting a significant discount to the previous common stock price of $1.22. As of this date, the Company has issued about 275,883 shares of common stock to settle these redemptions, indicating ongoing engagement and liquidity management actions by the Company. The next redemption round is scheduled for August 5, 2026, indicating a regular structure for these financial instruments.
  • : SEC 8-K (8.01): On June 19, 2026, Wheeler Real Estate Investment Trust, Inc. engaged CBRE’s National Retail Partners to list and market for sale thirty-five of its fifty-nine properties located across various states. This portfolio sale transaction is significant as it involves a large number of retail shopping centers, though no specific timetable for completion has been established. The engagement does not guarantee that a sale will be completed or approved by the company's Board. The decision could have strategic implications for the company's future asset management and liquidity, reflecting its ongoing efforts to optimize its portfolio.
  • : SEC 8-K (8.01): On June 5, 2026, Wheeler Real Estate Investment Trust, Inc. announced the redemptions of its Series D Cumulative Convertible Preferred Stock. During this month, the company processed six redemption requests, redeeming a total of 7,700 shares at a redemption price of approximately $41.07 per share, which includes accrued dividends. The aggregate redemption price was settled by issuing 251,090 shares of Common Stock, with the conversion price for the company’s 7.00% Subordinated Convertible Notes due 2031 adjusted to approximately $0.69 per share. Additionally, the company anticipates challenges in covering future redemption requests for July 2026 due to possible shortages of registered Common Stock and plans to file a new registration statement to address this issue.

Employee benefit plans

Wheeler Real Estate Investment Trust files 2 employee benefit plans with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.

Wheeler Real Estate Investment Trust in the news

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About Wheeler Real Estate Investment Trust: questions and answers

What does Wheeler Real Estate Investment Trust do?

Wheeler Real Estate Investment Trust, Inc. is a real estate investment trust (REIT) that focuses on owning and managing income-producing retail and commercial properties, primarily in the United States. The company targets properties that are typically anchored by national tenants and offers a diverse array of key services including leasing and property management. Its geographic footprint include

Where is Wheeler Real Estate Investment Trust headquartered?

Wheeler Real Estate Investment Trust is headquartered in United States.

How many employees does Wheeler Real Estate Investment Trust have?

Wheeler Real Estate Investment Trust has about 51 employees.

What is the latest news on Wheeler Real Estate Investment Trust?

On Oct 13, 2026, SEC 8-K (1.01): On October 13, 2026, Wheeler Real Estate Investment Trust, Inc. entered into a Note Purchase Agreement with an unaffiliated investor, agreeing to issue a Promissory Note in the principal amount of $1,000,000. The Company can enter into additional Note Purchase Agreements for up to $2

Is Wheeler Real Estate Investment Trust a public company?

Yes. Wheeler Real Estate Investment Trust is publicly traded under the ticker WHLR.

Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy

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