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.
Magnetar-related entities and an individual report collective beneficial ownership of 118,934 shares (9.8%) of Wheeler Real Estate Investment Trust, Inc. common stock. The statement, filed as Amendment No. 9 to a prior Schedule 13G, explains that the reported share figure reflects the Reporting Persons' interpretation of the Issuer's Charter and Warrant Ownership Limits, which cap beneficial ownership at 9.8% of outstanding common stock. The 118,934-share calculation uses 1,213,620 as the effective share base, which itself incorporates 1,094,686 reported outstanding shares as of June 20, 2025 and assumed hypothetical conversions/exercises of warrants, notes and preferred shares held by the Magnetar Vehicles. The Reporting Persons (Magnetar Financial LLC; Magnetar Capital Partners LP; Supernova Management LLC; and David J. Snyderman) each report 0 sole voting/dispositive power and 118,934 shared voting/dispositive power. The filing attaches a Joint Filing Agreement and a Power of Attorney and affirms securities were acquired in the ordinary course of business.
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.