Welcome to our dedicated page for Wheeler Real Estate Invt Tr 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.
Lease revenue, tenant churn, and fair-value adjustments can make Wheeler Real Estate Investment Trust’s disclosures feel like a maze. If you have ever combed through a 300-page 10-K just to confirm grocery-anchored occupancy or scanned multiple sites for Wheeler Real Estate Investment Trust insider trading Form 4 transactions, you know the challenge.
Stock Titan solves it. Our AI reads every Wheeler REIT quarterly earnings report 10-Q filing, each 8-K material event explained, and even the dense proxy that details Wheeler REIT proxy statement executive compensation, then surfaces what matters in plain English. Need the rent-roll trend? It is highlighted. Want alerts for Wheeler REIT Form 4 insider transactions real-time? They arrive seconds after EDGAR posts them. Prefer a concise brief on debt covenants? One click.
Here is how investors use these insights:
- Spot dividend clues inside the Wheeler REIT annual report 10-K simplified
- Compare year-over-year NOI using our Wheeler REIT earnings report filing analysis
- Track Wheeler REIT executive stock transactions Form 4 before new acquisitions close
Every document type—10-K, 10-Q, 8-K, S-3, Form 4, Schedule 13D—is indexed, searchable, and refreshed the moment it hits EDGAR. The result: understanding Wheeler REIT SEC documents with AI becomes routine rather than time-consuming. Whether you are checking covenant compliance after refinancing or comparing property yields across regions, Stock Titan gives you the context behind the numbers so you can act with confidence.
Wheeler Real Estate Investment Trust, Inc. (WHLR) filed an 8-K (Item 3.02) disclosing an unregistered equity exchange completed on 21 Jul 2025.
- The company issued 120,000 shares of common stock (par $0.01) to an unaffiliated investor.
- In return, the investor surrendered 15,000 Series B Convertible Preferred shares and 15,000 Series D Cumulative Convertible Preferred shares.
- The exchange ratio was 8 common shares for each combined 1 Series B + 1 Series D preferred share.
- Settlement occurred on 23 Jul 2025; no cash consideration changed hands.
- The surrendered preferred shares were retired and cancelled.
- The common shares were issued under the Securities Act §3(a)(9) exemption; no commissions or other remuneration were paid.
The filing reports no additional financial metrics, guidance, or operational updates.
Wheeler Real Estate Investment Trust (WHLR) – Form 4 filed 07/08/2025 reports insider transactions by Director and ≥10% owner Joseph Stilwell and five affiliated investment partnerships (SAI, SAF, SVP VII, SA, Stilwell Value LLC).
Key transaction – 03 July 2025
- Series B Convertible Preferred Stock: Stilwell Activist Investments, L.P. (3,151 sh) and Stilwell Value Partners VII, L.P. (715 sh) sold at $4.00 per share. Total shares sold: 3,866; total consideration: $15,464.
Current beneficial ownership (post-sale)
- Common stock (direct & indirect): 537,616 shares held through the four partnerships (SAI 405,809; SAF 42,598; SVP VII 88,403; SA 806).
- 7.00% Subordinated Convertible Notes due 2031: Principal positions that are convertible into 8,434,592 common shares at $2.8193 conversion price (SAI 6,086,228; SAF 888,497; SVP VII 1,374,785; SA 85,082).
- Series D Cumulative Convertible Preferred Stock: economic rights equivalent to 140,473 underlying common shares (notional, based on issuer conversion formula).
No common-stock sales or purchases were reported. All securities remain held indirectly through the partnerships; Stilwell disclaims beneficial ownership beyond his pecuniary interest.
Context for investors: The insider reduced a relatively small preferred-stock position (<0.1% of his overall economic exposure) while maintaining a sizeable stake in common equity and convertible notes that could materially increase common-share ownership. The filing reaffirms Stilwell’s ≥10 % ownership status and ongoing influence at WHLR.
FAQ
What is the current stock price of Wheeler Real Estate Invt Tr (WHLR)?
What is the market cap of Wheeler Real Estate Invt Tr (WHLR)?
