Deep-Dive Due Diligence AI Generated Report on Wheeler Real Estate Investment Trust, Inc (WHLR)

Welcome to ScanScor. What you're reading is not just a stock summary -- it's a real-time, AI-generated due diligence session crafted from live news, financial data, insider trading activity, SEC filings, and live market momentum.

These reports are generated using OpenAI's GPT-based analysis engine, guided by tightly structured prompts and expert-level data ingestion. Every insight below was assembled to help you understand the forces behind today's market movers.

Disclaimer: This report is for informational purposes only. It does not constitute financial advice. Always do your own research before making any investment.

Market Score
  15
Price Target
  $0.72
Squeeze Score
  10
Stock Type
  Speculative
Sentiment
  Bearish
Primary Catalyst
  Financial restructuring
Ethical Rating
  D
Tags
  real estate, financial distress, high volatility

Wheeler Real Estate Faces Severe Financial Turbulence

Summary: Wheeler Real Estate has shown troubling financial performance with significant drops in stock value across various time frames, high debt-to-equity ratio, and a concerning negative return on equity. Despite a slight growth in quarterly and yearly sales, the extreme negative performance metrics, highlighted by a deeply negative return on equity and poor stock price performance, suggest severe underlying issues.

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You're the expert here today. So, I pulled together a bunch of data for you to look over real fast. I'm looking at high-performance stocks today and Wheeler Real Estate (WHLR) hit my radar screen, up to $1.58 from a prev close of $1.24 Do you think its got more juice or is it lacking potential? It's 11:04 AM on Fri Apr 25, 2025 and I have to decide: buy or sell!

--- COMPANY PROFILE ---
Company: Wheeler Real Estate (WHLR)
IPO: 2012-11-19 (12 Years Ago)
Market Cap: $1,397,184
Shares Outstanding: 590,000
Industry: REAL ESTATE INVESTMENT TRUSTS
Exchange: XNAS
Description: Wheeler Real Estate Investment Trust Inc is a self-managed commercial real estate investment company. It owns, leases, and operates income-producing retail properties with a primary focus on grocery-anchored centers. The company's properties include Alex City Marketplace in Alexander City, Alabama; Bryan Station in Lexington, Kentucky; Cardinal Plaza in Henderson, North Carolina; Clover Plaza in Clover, South Carolina; Winslow Plaza in Sicklerville, New Jersey and many more.

Here’s a list of headlines for Wheeler Real Estate:

Apr-21-25 12:22PM - The State Of REITs: April 2025 Edition
Apr-18-25 03:02PM - Short Interest Down For U.S. REITs In March, Up For Advertising REITs
Mar-21-25 11:41AM - The State Of REITs: March 2025 Edition
Mar-04-25 09:17AM - Wheeler Real Estate: Q4 Earnings Snapshot
Mar-04-25 09:17AM 08:30AM - Wheeler Real Estate Investment Trust, Inc. Announces the Release of its Fourth Quarter and Year-End 2024 Financial and Operating Results
Nov-07-24 04:47PM - Wheeler Real Estate: Q3 Earnings Snapshot
Nov-07-24 04:47PM 04:15PM - Wheeler Real Estate Investment Trust, Inc. Announces The Release of its Third Quarter 2024 Financial and Operating Results
Sep-06-24 03:05PM - Why Wheeler Real Estate Investment Stock Is Soaring
Sep-05-24 04:00PM - Cedar Realty Trust and Wheeler Real Estate Investment Trust Announce Fourth Circuit Court Affirms Dismissal of Class Action Lawsuit
Aug-31-24 10:00AM - Top 2 Real Estate Stocks That Could Blast Off This Quarter
Aug-06-24 04:33PM - Wheeler Real Estate: Q2 Earnings Snapshot
Aug-06-24 04:33PM 04:15PM - Wheeler Real Estate Investment Trust, Inc. Announces the Release of Its Second Quarter 2024 Financial and Operating Results
May-06-24 10:53PM - WHLR Stock Earnings: Wheeler Real Estate IT Reported Results for Q1 2024
May-06-24 10:53PM 05:47PM - Wheeler Real Estate: Q1 Earnings Snapshot
May-06-24 10:53PM 04:15PM - Wheeler Real Estate Investment Trust, Inc. Announces the Release of Its First Quarter 2024 Financial and Operating Results
Mar-05-24 04:42PM - Wheeler Real Estate: Q4 Earnings Snapshot
Mar-05-24 04:42PM 04:05PM - Wheeler Real Estate Investment Trust, Inc. Announces the Release of its Fourth Quarter and Year-End 2023 Financial and Operating Results
Nov-27-23 08:10AM - Wheeler Will Likely Issue Unregistered Common Stock to Settle December Redemption Requests
Nov-16-23 09:20AM - Wheeler Considers Calling a Special Meeting of Stockholders
Nov-14-23 08:10AM - Wheeler May Have To Settle Future Redemption Requests With Unregistered Common Stock or Delay Delivery of Registered Common Stock
Nov-08-23 05:06AM - Wheeler Real Estate: Q3 Earnings Snapshot
Nov-07-23 04:10PM - Wheeler Real Estate Investment Trust, Inc. Announces the Release of Its Third Quarter 2023 Financial and Operating Results

Here's another list of headlines with menu handles.
I will deliver the full text of the following stories when you say their handle.
Just say, for example, B1, B2, etc.

B1 - 2025-04-19T10:37:00Z - Reinvesting Your RMD as a Retiree? Here's What You Need to Know
B2 - 2024-11-06T09:30:00Z - Get Pumped: 2025 Roth IRA Income Limits Are Rising
B3 - 2024-07-12T07:39:00Z - FTSE 100 Latest Weekly Roundup & Predicted Close Today By Investing.com - Investing.com UK
B4 - 2023-12-26T13:29:00Z - Sharps Technology And 2 Other Stocks Under $1 Insiders Are Buying
B5 - 2023-12-18T18:05:04Z - Why Lantheus Holdings Shares Are Trading Lower By Over 22%? Here Are Other Stocks Moving In Monday's Mid-Day Session
B6 - 2023-12-18T13:10:35Z - Why Arcutis Biotherapeutics Shares Are Trading Higher By Around 25%; Here Are 20 Stocks Moving Premarket

==============
-> THE ROLE FOR AI:
==============

1) You are the **AI analyst-investigator**, and this interaction represents a full **due diligence session** for Wheeler Real Estate (WHLR).
Due diligence includes financial data, insider trading, relevant news, and any SEC filings — and may extend beyond classic fundamentals.
Your task is to identify whether this stock has momentum and potential.

2) I am **ScanScor**, a unified report generator that archives this session as part of our real-time diligence record.

3) You will request information by referencing documents by their code.

4) As the analysis proceeds, your are encouraged to review documents until you feel confident in your judgment.
After seeing 3 sets of news articles, SEC docs, and financials, you'll be prompted to return some data pairs.

5) News articles, SEC filings, and key metrics will be revealed in subsequent prompts.

Stay focused. Gather evidence. Continue until your conclusions are clear.
Restrict all your responses to just 3 tokens until the summary and data pairs at the end.

NEXT: Request a document with its reference code(s), such as:
- `B1`, `B2`, `B3`, etc.
- To load a new set of information and menu options, reply with: `NEX`

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NEX

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We present this news so you can catch the big movers from recently breaking news.
Here's a list of news articles you can literally read just by asking.
Usually the first item is the most important.

A1 - 2025-04-15T16:34:06Z - WHLR stock plunges to 52-week low, hits $1.48 amid market challenges By Investing.com...
A2 - 2025-04-15T16:34:05Z - WHLR stock plunges to 52-week low, hits $1.48 amid market challenges By Investing.com...
A3 - 2025-04-15T16:32:17Z - WHLR stock plunges to 52-week low, hits $1.48 amid market challenges By Investing.com...
A4 - 2025-04-10T13:24:41Z - Top 2 Real Estate Stocks That May Keep You Up At Night This Month - Stratus Properties (NASDAQ:STRS)...
A5 - 2025-04-10T09:26:21Z - Why ReShape Lifesciences Shares Are Trading Higher By Over 82%; Here Are 20 Stocks Moving Premarket ...

Request an article by its reference number. (Ex., "A1" gets the first item)
You may also say NEX to go to the next listing.
Response to this prompt limited to 3 chars.

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A1

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Showing A1 (chunk 1 of 3): A1:
**WHLR stock plunges to 52-week low, hits $1.48 amid market challenges By Investing.com**Date: 2025-04-15Source: {'uri': 'za.investing.com', 'dataType': 'news', 'title': 'Investing.com South Africa'}URL: https://za.investing.com/news/company-news/whlr-stock-plunges-to-52week-low-hits-148-amid-market-challenges-93CH-3658553Wheeler Real Estate Investment Trust, Inc. (WHLR) stock has faced a tumultuous period, with its shares plummeting to a 52-week low of $1.48. Despite the challenging market conditions, InvestingPro analysis shows the company maintains a healthy current ratio of 2.18, with $55.06M in EBITDA and annual revenue of $104.31M. This significant drop reflects a broader trend of adversity for the company, as evidenced by the staggering 1-year change data showing a near-total decline of 99.93% in its stock value. Investors are closely monitoring WHLR's performance and potentia

Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.

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MOR

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Showing A1 (chunk 2 of 3): l strategies to stabilize and recover from this sharp downturn. The company's ability to navigate through these market challenges remains a critical focus for stakeholders and market analysts alike. InvestingPro analysis suggests the stock may be undervalued at current levels, with 14 additional key insights available to subscribers.

In other recent news, Wheeler Real Estate Investment Trust, Inc. announced adjustments to the conversion price of its 7.00% Subordinated Convertible Notes due 2031. Previously set at approximately $4.56 per share, the conversion price has been reduced to about $1.97 per share, following the April redemptions of the company's Series D Cumulative Convertible Preferred Stock. This adjustment increases the number of shares obtainable per $25.00 of principal amount from approximately 5.48 to 12.69 shares. Additionally, Wheeler REIT has secured a $10 million seni

Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.

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MOR

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Showing A1 (chunk 3 of 3): or unsecured term loan through its subsidiaries, Cedar Realty (NYSE:CDR) Trust, Inc. and Cedar Realty Trust Partnership, L.P., to support Cedar's tender offer for its 7.25% Series B Cumulative Redeemable Preferred Stock. The loan, guaranteed by Wheeler REIT, is expected to close on April 4, 2025. Furthermore, Wheeler REIT has announced a one-for-five reverse stock split of its common stock, effective March 26, 2025, which will result in adjusted conversion rates for its convertible securities. These developments reflect Wheeler REIT's ongoing financial management strategies as disclosed in their recent SEC filings.

Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.

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`NEX`

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This is our list of SEC filings.
If empty, the search returned no recent filings.

S3 - 2025-03-04 8-K Item 2.02 Results of Oper and Fin Cond.

On March 4, 2025, Wheeler Real Estate Investment Trust, Inc. (the Company), issued a press release announcing that it had reported its financial and operating results for the three and twelve months ended December 31, 202...

S4 - 2025-03-04 10-K Item 7. Mgts Discussion and Analysis of Fin Cond and Results of Oper.

You should read the following discussion of our financial condition and results of operations in conjunction with our audited CONS financial statements and the notes thereto i...

Request filing by its reference number. (Ex., "S1" gets the first item)
You can say NEX to go to the next listing.
Response limited to 3 chars.

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S3

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Showing S3 (chunk 1 of 1): S3:
Item 2.02 Results of Operations and Financial Condition.

On March 4, 2025, Wheeler Real Estate Investment Trust, Inc. (the Company), issued a press release announcing that it had reported its financial and operating results for the three and twelve months ended December 31, 2024. A copy of the press release is hereby furnished as Exhibit 99.1 to this report on Form 8-K.

The information contained in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed "filed" with the Securities and Exchange Commission ("SEC") nor incorporated by reference in any registration statement filed by the Company under the Securities Act of 1933, as amended (the "Securities Act"), unless specified otherwise....

Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.

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MOR

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This is our set of metrics for Wheeler Real Estate.
Please analyze the numbers.

+---------------------+-----------------------+-----------------------+----------------------+
| Volume: 227,230 | Perf Month: -65.57% | Option/Short: No / No | Sales Y/Y TTM: 2.21% |
+---------------------+-----------------------+-----------------------+----------------------+
| Avg Volume: 961.37K | Perf Quarter: -96.58% | Short Float: - | ROE: -14.22% |
+---------------------+-----------------------+-----------------------+----------------------+
| Rel Volume: 0.97 | Index: - | Short Ratio: 0.03 | ROI: -3.93% |
+---------------------+-----------------------+-----------------------+----------------------+
| RSI (14): 19.75 | Market Cap: 1.40M | Short Interest: 0.02M | Sales Surprise: - |
+---------------------+-----------------------+-----------------------+----------------------+
| ATR (14): 0.78 | Shs Outstand: 0.07M | Beta: 1.71 | EPS Surprise: - |
+---------------------+-----------------------+-----------------------+----------------------+
| SMA20: -37.13% | Shs Float: - | Sales Q/Q: 5.10% | P/E: - |
+---------------------+-----------------------+-----------------------+----------------------+
| SMA50: -79.96% | Inst Own: 1.05% | Sales past 5Y: 11.66% | Earnings: - |
+---------------------+-----------------------+-----------------------+----------------------+
| SMA200: -99.50% | Insider Own: 0.00% | Employees: 56 | |
+---------------------+-----------------------+-----------------------+----------------------+
| Perf Week: -0.73% | Insider Trans: - | Debt/Eq: 8.31 | |
+---------------------+-----------------------+-----------------------+----------------------+

The next section covers any insider trading by Wheeler Real Estate officers or majority shareholders (if available).

Inside Trans: Wheeler Real Estate Investment Trust, Inc. (WHLR) by STILWELL JOSEPH (Unknown Title) on 2025-03-13
- Series B Convertible Preferred Stock: 2911 shares at $4 (I)
- Series B Convertible Preferred Stock: 812 shares at $4 (I)
- Series B Convertible Preferred Stock: 1277 shares at $4 (I)

Inside Trans: Wheeler Real Estate Investment Trust, Inc. (WHLR) by STILWELL JOSEPH (Unknown Title) on 2025-03-10
- Series D Cumulative Convertible Preferred Stock: 14324 shares at $30.1741 (I)
- Series D Cumulative Convertible Preferred Stock: 2055 shares at $30.1741 (I)
- Series D Cumulative Convertible Preferred Stock: 2621 shares at $30.1741 (I)
- Series B Convertible Preferred Stock: 3708 shares at $4.0495 (I)

[Company Financial Summary]
[Company Details]
Name: N/A
Market Cap: N/A
Shares Outstanding: N/A
Sector: N/A

[Financial Statements - Latest Quarter]
Total Assets: N/A
Total Liabilities: N/A
Total Equity: N/A
Revenue (Quarter): {'value': 104574000.0, 'unit': 'USD', 'label': 'Revenues', 'order': 100}
Net Income: {'value': 767000, 'unit': 'USD', 'label': 'Net Income/Loss', 'order': 3200}
Earnings Per Share (EPS): N/A

[Price Metrics - Last 30 Days]
Latest Close: 1.59
Average Volume: 2273896.33
30-Day High: 3.95
30-Day Low: 1.14

[Detailed Financials: TTM 2024]
- Total Assets: $653,702,000.00
- Total Liabilities: $537,048,000.00
- Total Equity: $32,029,000.00
- Current Assets: $653,702,000.00
- Current Liabilities: $537,048,000.00

[Income Statement: TTM 2024]
- Revenue: $104,574,000.00
- Net Income: $767,000.00
- Gross Profit: N/A
- Operating Income: $37,531,000.00
- Earnings Per Share (EPS): -317.02

[Cash Flow Statement: TTM 2024]
- Net Cash Flow: $20,909,000.00

[Detailed Financials: FY 2024]
- Total Assets: $653,702,000.00
- Total Liabilities: $537,048,000.00
- Total Equity: $32,029,000.00
- Current Assets: $653,702,000.00
- Current Liabilities: $537,048,000.00

[Income Statement: FY 2024]
- Revenue: $104,574,000.00
- Net Income: $767,000.00
- Gross Profit: N/A
- Operating Income: $37,531,000.00
- Earnings Per Share (EPS): -317.02

[Cash Flow Statement: FY 2024]
- Net Cash Flow: $20,909,000.00
==== END OF FINANCIAL REPORT ====

You are now requested to write a summary analysis of Wheeler Real Estate (WHLR).

Please complete the report using the exact format:
FIELD[value]

1) BRIEF_SUMMARY[]
One well-worded paragraph summarizing your findings about Wheeler Real Estate.

2) MARKET_SCORE[]
This conversation was initiated because WHLR is currently experiencing upward price and volume movement.
Estimate a number between 1–100 based on the likelihood of a continued upward price move for WHLR.
Weigh relevant data — news, filings, fundamentals, and metrics — and assign appropriate weight.

3) PRICE_TARGET[]
Suggest a price, based on all prior evidence and past price behavior, WHLR could reach in the current or upcoming trading sessions (1–5 days).
For example, if you expect WHLR to increase 50% from its current price of $0.00, say: PRICE_TARGET[0.0]

4) AI_RPT_HEADLINE[]
Write a thought-provoking 8–12 word headline summarizing this report.

5) SQUEEZE_POTENTIAL[]
Give a score from 1 to 100 representing the potential for this stock to become an active short squeeze play.
Be honest and unbiased. Consider short interest/float, price movement, volume, news strength, and volatility potential.

6) TAGS[]
List 3–6 comma-separated tags (e.g., biotech, earnings beat, squeeze setup)

7) STOCK_TYPE[]
Choose the most accurate classification: growth, value, turnaround, hype, squeeze, dividend, speculative, or other.

8) PRIMARY_CATALYST[]
e.g., earnings report, FDA approval, partnership, etc.

9) SENTIMENT[]
bullish, bearish, neutral, or mixed

10) IMPROVEMENT_SUGGESTION[]
If you believe some key info was missing, state what would have significantly improved your analysis of Wheeler Real Estate.

11) ETHICAL_RATING[]
Rate Wheeler Real Estate’s alignment with long-term shareholder interests, using a letter grade from A (high alignment) to F (low alignment).
Base this on actions such as insider buying/selling, share dilution, follow-through on public statements, and compensation practices.

12) UPCOMING_CATALYST[]
Specify any upcoming events you expect would be a catalyst affecting the share-price of Wheeler Real Estate.
Provide any reasons you can use to support it.

Return only: FIELD[value] for each of the above 12 questions.
Respond with all data pairs. Take your best guess if you have to, but don't leave blank items.
Do not explain your answers. Return only the required fields in the exact format shown.

Finally, thank you for participating!

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BRIEF_SUMMARY[Wheeler Real Estate has shown troubling financial performance with significant drops in stock value across various time frames, high debt-to-equity ratio, and a concerning negative return on equity. Despite a slight growth in quarterly and yearly sales, the extreme negative performance metrics, highlighted by a deeply negative return on equity and poor stock price performance, suggest severe underlying issues.]

MARKET_SCORE[15]

PRICE_TARGET[0.72]

AI_RPT_HEADLINE[Wheeler Real Estate Faces Severe Financial Turbulence]

SQUEEZE_POTENTIAL[10]

TAGS[real estate, financial distress, high volatility]

STOCK_TYPE[speculative]

PRIMARY_CATALYST[financial restructuring]

SENTIMENT[bearish]

IMPROVEMENT_SUGGESTION[Details on major upcoming financial strategies or restructuring plans would enhance analysis.]

ETHICAL_RATING[D]

UPCOMING_CATALYST[Potential financial restructuring or strategic shifts could be pivotal for Wheeler Real Estate.]

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[2025-04-25 11:04:32] # Analysis Completed
Elapsed Time: 14.11 seconds




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