Welcome to our dedicated page for Wheeler Real Estate Investment Trust SEC filings (Ticker: WHLR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Wheeler Real Estate Investment Trust, Inc. filings document the reporting, capital structure, and governance of a self-managed commercial REIT that owns, leases, and operates income-producing retail properties. Periodic reports and related 8-K disclosures cover financial and operating results, supplemental information, and REIT reporting obligations.
Material-event filings also describe securities activity involving common stock, Series B preferred stock, Series D Cumulative Convertible Preferred Stock, 7.00% Subordinated Convertible Notes due 2031, and registered warrant exercises. Other disclosures address charter amendments, preferred stock redemptions and exchanges, subsidiary Cedar Realty Trust preferred securities, executive and board changes, registration statements, and modifications to security-holder rights.
Wheeler Real Estate Investment Trust, Inc. (WHLR) approved charter amendments to implement a one-for-four Reverse Stock Split of its common stock, effective at 5:00 p.m. Eastern Time on August 26, 2026, and to reduce the par value of common stock to $0.01 per share effective one minute later.
The Reverse Stock Split applies to all outstanding common shares and is intended to keep each holder’s relative ownership and voting rights substantially unchanged, aside from small adjustments due to cash paid in lieu of fractional shares. Cash for fractional shares will equal the applicable fraction times the August 26, 2026 Nasdaq closing price, adjusted for the split. Common stock will begin trading on a split-adjusted basis on August 27, 2026 under a new CUSIP 963025739, with no change to authorized share count. WHLR reports 3,088,204 common shares outstanding as of August 21, 2026 and anticipates about 772,051 shares post-split, and it will proportionally adjust the conversion terms of its 7.00% Subordinated Convertible Notes due 2031 and its Series B and Series D preferred stock.
Wheeler Real Estate Investment Trust, Inc. (symbol: WHLR) is the issuer of record for a Form 424B3 filing submitted to the SEC.
Wheeler Real Estate Investment Trust, Inc. (symbol: WHLR) is the issuer of record for a Form 424B3 filing submitted to the SEC.
Wheeler Real Estate Investment Trust, Inc. (symbol: WHLR) is the issuer of record for a Form 424B3 filing submitted to the SEC.
Wheeler Real Estate Investment Trust, Inc. (symbol: WHLR) is the issuer of record for a Form 8-K filing submitted to the SEC.
Wheeler Real Estate Investment Trust, Inc. (WHLR) reported that Simone Jason, its Chief Financial Officer, filed an initial statement of beneficial ownership on Form 3. The filing lists Jason’s officer role and indicates that, as of this report, no insider transactions are being reported.
Wheeler Real Estate Investment Trust, Inc. (WHLR) is the subject of this Thirty-Eighth Amendment to a Schedule 13D, in which the Stilwell Group reports beneficial ownership of 2,433,708 shares of common stock, or 49.99% of the class. This stake consists of 314 shares held of record and 2,433,394 shares issuable upon conversion of 7% Senior Subordinated Convertible Notes, calculated using REIT-related ownership limits.
The filing details extensive agreements between WHLR and the Stilwell Holders. An Excepted Holder Agreement raises their permitted ownership caps to 60% of WHLR’s capital stock and 90% of common stock, while a Letter Agreement, now extended to December 7, 2028, restricts Note conversions that would push their ownership to 50% or more. A new Registration Rights Agreement requires WHLR to register and maintain the resale registration of Series B preferred stock, its conversion shares, and other WHLR shares issued to the Stilwell Holders, supporting potential future liquidity for this large, activist position.
Wheeler Real Estate Investment Trust, Inc. (WHLR) filed a prospectus supplement covering the resale of up to 673,971 shares of common stock, par value $0.01 per share, issuable upon exercise of warrants held by selling stockholders identified in the related prospectus.
The supplement attaches a current report describing three unregistered exchanges of preferred stock for common stock with unaffiliated investors. On August 11, 2026, WHLR agreed to issue 103,800 common shares for 2,400 Series B Convertible Preferred shares and 600 Series D Cumulative Convertible Preferred shares. On August 13, 2026, it agreed to issue 172,000 common shares for 4,000 Series B and 1,000 Series D shares. On August 17, 2026, it agreed to issue 300,000 common shares for 6,000 Series B and 1,500 Series D shares. WHLR received no cash in these exchanges, and the preferred shares delivered were retired and cancelled; the issuances relied on the Section 3(a)(9) exemption under the Securities Act.
Wheeler Real Estate Investment Trust, Inc. (WHLR) filed a prospectus supplement updating its shelf registration for the potential issuance from time to time of up to 100,090,365 shares of common stock. The supplement attaches a current report describing several recent unregistered exchanges of preferred stock into common stock.
On August 11, 13, and 17, 2026, WHLR agreed to issue 103,800, 172,000, and 300,000 common shares, respectively, to unaffiliated investors in exchange for outstanding Series B Convertible Preferred Stock and Series D Cumulative Convertible Preferred Stock. WHLR received no cash; the exchanged preferred shares were retired and cancelled, and the issuances relied on the Section 3(a)(9) exemption under the Securities Act.
Wheeler Real Estate Investment Trust, Inc. (WHLR) filed a prospectus supplement tying its ongoing prospectus for issuing Series B Convertible Preferred Stock and Series D Cumulative Convertible Preferred Stock as interest on its 7.00% Subordinated Convertible Notes due 2031 to a new current report.
The attached report describes three unregistered exchanges of preferred stock for common stock with unaffiliated holders. On August 11, 2026, WHLR agreed to issue 103,800 common shares in exchange for 2,400 Series B and 600 Series D preferred shares. On August 13, it agreed to issue 172,000 common shares for 4,000 Series B and 1,000 Series D preferred shares. On August 17, it agreed to issue 300,000 common shares for 6,000 Series B and 1,500 Series D preferred shares.
WHLR states it received no cash proceeds, and the exchanged preferred shares were retired and cancelled. The exchanges relied on the Section 3(a)(9) exemption as exchanges with existing securityholders, with no commission or other remuneration paid for soliciting the transactions.