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.
The Wheeler Real Estate Investment Trust, Inc. (WHLR) SEC filings page provides access to the company’s regulatory reports and disclosures as filed with the U.S. Securities and Exchange Commission. As a Maryland-incorporated real estate investment trust focused on income-producing retail properties, Wheeler Real Estate Investment Trust, Inc. reports detailed information on its operations, capital structure, and securities through forms such as the 10-K, 10-Q, and 8-K.
Annual reports on Form 10-K and quarterly reports on Form 10-Q, referenced in the company’s press releases, present financial and operating results for periods including full fiscal years and interim quarters. These filings are central for understanding the performance of Wheeler Real Estate Investment Trust, Inc.’s portfolio of retail properties and its overall financial condition.
Form 8-K filings are especially significant for WHLR because they document material events related to its capital structure. Recent 8-Ks describe exchanges of Series B Convertible Preferred Stock and Series D Cumulative Convertible Preferred Stock for common stock, monthly redemptions of Series D Preferred Stock settled in common shares, and adjustments to the conversion price of the 7.00% Subordinated Convertible Notes due 2031. Other 8-Ks detail one-for-five and one-for-two reverse stock splits of the company’s common stock, associated charter amendments, and the resulting changes to conversion rates and conversion prices for the company’s convertible securities.
Through this page, users can review WHLR filings to see how Wheeler Real Estate Investment Trust, Inc. reports redemptions, exchanges, reverse stock splits, and interest payments on its notes, including instances where interest is paid in Series D Cumulative Convertible Preferred Stock. AI-powered tools on the platform can help summarize lengthy filings, highlight key terms such as conversion price adjustments, and make complex capital structure disclosures easier to interpret.
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.
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