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. appointed Jason F. Simone as Chief Financial Officer, effective August 10, 2026. Simone, age 48, has worked at the company since 2022, most recently as Director of Corporate Finance, with responsibilities including corporate accounting, capital markets, corporate finance, and investor relations.
Before joining Wheeler, Simone worked at Cedar Realty Trust, Inc., now a wholly owned subsidiary, in corporate accounting and finance. The company states there is no special arrangement leading to his appointment, no material related-party transactions, no family relationships with current directors or officers, and no new compensatory arrangements in connection with his promotion.
Wheeler Real Estate Investment Trust, Inc. filed a prospectus supplement linked to an existing shelf registration covering the resale of up to 673,971 shares of common stock issuable upon exercise of warrants held by selling stockholders. The supplement incorporates a recent current report describing unregistered exchanges of preferred stock into common stock.
On August 5, 2026, the company agreed to issue 100,100 common shares in exchange for Series B and Series D preferred shares, and on August 7, 2026 it agreed to issue 77,500 common shares in a similar exchange. The preferred shares received in these exchanges were retired and cancelled, and the company received no cash proceeds. The exchanges relied on the Section 3(a)(9) exemption under the Securities Act.
Wheeler Real Estate Investment Trust, Inc. filed a prospectus supplement updating its existing shelf registration covering the issuance from time to time of up to 100,090,365 shares of common stock. The supplement attaches a current report describing recent preferred-for-common exchanges.
On August 5, 2026, the company agreed to issue 100,100 shares of common stock in exchange for 2,800 Series B Convertible Preferred and 700 Series D Cumulative Convertible Preferred shares. On August 7, 2026, it agreed to issue an additional 77,500 common shares for 2,000 Series B and 500 Series D preferred shares. The company received no cash; the exchanged preferred shares were retired and cancelled. These unregistered issuances relied on the Section 3(a)(9) exemption as exchanges with existing security holders.
Wheeler Real Estate Investment Trust, Inc. filed a prospectus supplement incorporating a recent disclosure about equity exchanges. On August 5, 2026, the company agreed to issue 100,100 shares of common stock in exchange for 2,800 Series B and 700 Series D preferred shares. On August 7, 2026, it agreed to issue 77,500 common shares in exchange for 2,000 Series B and 500 Series D preferred shares. The preferred shares received were retired and cancelled, no cash proceeds were received, and the exchanges relied on the Section 3(a)(9) exemption under the Securities Act.
Wheeler Real Estate Investment Trust, Inc. approved two exchanges of preferred stock for common stock with existing investors. On August 5, 2026, the company agreed to issue 100,100 shares of common stock in exchange for 2,800 Series B Convertible Preferred and 700 Series D Cumulative Convertible Preferred shares. On August 7, 2026, it agreed to issue 77,500 common shares in exchange for 2,000 Series B and 500 Series D preferred shares. The preferred shares received in both transactions were retired and cancelled, and the company received no cash proceeds. Wheeler relied on the Section 3(a)(9) exemption under the Securities Act, as the exchanges were with existing security holders and no commissions or other remuneration were paid.
Wheeler Real Estate Investment Trust, Inc. filed Prospectus Supplement No. 21 to a March 20, 2026 prospectus covering the resale by selling stockholders of up to 673,971 shares of Common Stock, issuable upon exercise of outstanding warrants.
The supplement attaches a current report describing August 2026 Series D Preferred Stock redemptions and related anti-dilution adjustments. After redemptions where holders converted at a volume-weighted average Common Stock price of about $0.73, the conversion price on the company’s 7.00% Subordinated Convertible Notes due 2031 reset to about $0.40 per share, or roughly 62.52 shares for each $25 of principal. In August, holders redeemed 7,100 Series D shares for a redemption price of about $41.29 per share, settled through issuance of 403,236 Common shares. Cumulatively, 1,819,028 Series D shares have been redeemed and about 496,000 Common shares issued in settlement; as of August 5, 2026, 2,434,904 Common shares and 1,770,859 Series D shares were outstanding.
Wheeler Real Estate Investment Trust, Inc. supplements its prospectus covering the potential issuance from time to time of up to 100,090,365 shares of Common Stock. The supplement includes recent information on Series D preferred stock redemptions and a related conversion price reset on its subordinated convertible notes.
For August 2026, the lowest Series D conversion into Common Stock was about $0.73 per share, which adjusted the 7.00% Subordinated Convertible Notes due 2031 conversion price to about $0.40 per share, or roughly 62.52 shares per $25 principal amount. The company processed seven Series D redemption requests, redeeming 7,100 preferred shares at an approximate redemption price of $41.29 per share, settled through the issuance of 403,236 Common shares.
Cumulatively, Wheeler has processed 434 Series D redemption requests, redeeming 1,819,028 preferred shares and issuing approximately 496,000 Common shares in settlement. As of August 5, 2026, it had 2,434,904 Common shares and 1,770,859 Series D preferred shares outstanding, and it outlines deadlines and dates for the next monthly redemption cycle in September 2026.
Wheeler Real Estate Investment Trust, Inc. filed a prospectus supplement tying its existing shelf registration for Series B Convertible Preferred Stock and Series D Cumulative Convertible Preferred Stock to a newly filed current report that updates terms for conversions and redemptions related to its 7.00% Subordinated Convertible Notes due 2031.
For August 2026, the lowest price at which Series D Preferred Stock converted into common stock was approximately $0.73 per share, triggering an adjustment under the note indenture that set the notes’ conversion price at approximately $0.40 per share, or about 62.52 common shares for each $25.00 of principal. On the 35th monthly Holder Redemption Date, the company processed redemptions of 7,100 Series D Preferred shares at a redemption price of about $41.29 per share, settling the aggregate amount through issuance of 403,236 common shares. Cumulatively, 1,819,028 Series D Preferred shares have been redeemed, with about 496,000 common shares issued in settlement, and as of August 5, 2026, 2,434,904 common shares and 1,770,859 Series D Preferred shares were outstanding.
Wheeler Real Estate Investment Trust, Inc. updated the conversion terms of its 7.00% Subordinated Convertible Notes due 2031. Based on August 2026 conversions of Series D Cumulative Convertible Preferred Stock at a lowest price of approximately $0.73 per common share, the note conversion price was further reduced to approximately $0.40 per share, or about 62.52 common shares for each $25.00 of principal.
On the 35th monthly Holder Redemption Date, August 5, 2026, the company processed seven Series D redemption requests, redeeming 7,100 preferred shares at an approximate redemption price of $41.29 per share and settling the aggregate amount by issuing 403,236 common shares. Cumulatively, 434 redemption requests have redeemed 1,819,028 Series D shares, with approximately 496,000 common shares issued in settlement. As of August 5, 2026, Wheeler had 2,434,904 common shares and 1,770,859 Series D preferred shares outstanding, and it outlined key dates for the next redemption cycle in September 2026.
Wheeler Real Estate Investment Trust, Inc. is using a prospectus supplement to register the potential issuance from time to time of up to 673,971 shares of common stock. The supplement incorporates the company’s Quarterly Report for the period ended June 30, 2026, providing updated financial and operating information to prospective investors.
For the quarter, Wheeler generated $22.5 million in total revenue and reported net income of $9.7 million, with comprehensive income attributable to the company of $11.0 million. Net operating income was $15.6 million. At June 30, 2026, total assets were $593.4 million, total liabilities were $490.5 million, and total equity was $32.7 million. Cash, cash equivalents and restricted cash totaled $59.8 million, supported by $12.5 million of operating cash flow in the first six months. The company continued active capital-structure management, including multiple reverse stock splits, property dispositions, exchanges and redemptions of Series B and Series D preferred stock, warrant exercises and ongoing use of 7.00% Subordinated Convertible Notes due 2031, while carrying loans payable, net, of $458.1 million.