WHLRP NASDAQ Week ended 31 Jul 2026

Weekly Investor Report

Wheeler Real Estate Investment Trust Inc Pref · Real Estate · Reit - Retail

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Latest close 9.82 USD
4.5% latest week
Weekly setup

Mixed setup

The weekly trend is active. Price is 27.4% above the Trend Line and sits at 74.1% of its 52-week range. The latest completed week returned 4.5%, after a -13.1% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. The latest news-sentiment score is 50/100. Near-term considerations: volume confirmation is below normal.

Setup score 57 out of 100
Latest Close 9.82 USD 31 Jul 2026
1W Return 4.5% latest completed week
4W Return -13.1% short-term follow-through
12W Return 34.5% quarterly tape
Trend Breadth 75.0% 39 of 52 weeks active
Volume Ratio 0.3x vs 13-week average
What is working
  • The trend backdrop is active with a 34-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • 3 reversal markers appear in the recent smart-money tape.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 4.5% Latest completed week; four-week move -13.1%. Indicator stack 86/62 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. News sentiment 50/100 68 relevant articles in the latest sentiment read.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 27.4% above the Trend Line and sits at 74.1% of its 52-week range. The latest completed week returned 4.5%, after a -13.1% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.3x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.9312-week average 0.93

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure8/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.93Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers33 reversal markers

No recent accumulation markers. 3 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -13.1% over four weeks, 34.5% over 12 weeks, and 145.8% over one year. The current trend has remained active for 34 consecutive weeks.

Performance by holding period

1W4.5%
4W-13.1%
12W34.5%
26W63.7%
52W145.8%
Active trend streak34 weeks
Active weeks in one year39
Trend breadth75.0%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.80Latest activity-pressure read.
Pressure change-33.0%Four-week change in activity pressure.
Leadership47.51Latest relative-leadership reading.
RS change-35.3%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 97% Model confidence 93%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength29/100Blend of value, momentum, and quality. Underlying universe rank 72; rank 1 is best.
Value41/100Relative valuation strength. Underlying universe rank 60; rank 1 is best.
Quality39/100Profitability and accounting quality. Underlying universe rank 62; rank 1 is best.
Momentum41/100Medium-term price momentum. Underlying universe rank 60; rank 1 is best.
Growth41/100Revenue and earnings growth. Underlying universe rank 60; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework76/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
1.6x
Price divided by trailing earnings.
Price / sales
0.1x
Market value relative to trailing revenue.
EV / EBITDA
9.0x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
6.4%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
56.8%
Gross profit retained from each unit of revenue.
Operating margin
43.1%
Operating profit retained from revenue.
Free-cash-flow margin
38.3%
Free cash flow generated from revenue.
Return on invested capital
6.2%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
-3.5%
Latest one-year revenue growth.
EPS growth
119.9%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-16.6%
Latest one-year free-cash-flow growth.
Piotroski F-score
7/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
-
Cash dividends relative to market value.
Buyback yield
0.0%
Net share repurchases relative to market value.
Shareholder yield
0.0%
Dividend yield plus net buyback yield.
Net debt / EBITDA
6.8x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Insider activity13 / 6

13 acquisitions and 6 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment50/100

Weighted news tone is neutral across 68 relevant articles.

6 positive · 56 neutral · 6 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-18.7%Distance below the 52-week high.
13-week volatility7.4%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher16 of 2610 weeks finished lower.
Best week+15.7%Week of 3 Jul.
Worst week-8.2%Week of 17 Jul.
Latest week+4.5%Week of 31 Jul.

Shape of recent returns

Strong gains10
Modest gains6
Flat weeks0
Modest losses6
Sharp losses4
Recent vol7.4%13-week weekly-return volatility.
Base vol7.5%52-week weekly-return volatility.
Up/down split28/24Count of positive and negative weeks in the 52-week window.
Average skew7.1% / -4.0%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape62/100

Trend, activity pressure, participation, and risk combine to a 62/100 tape read.

 Indicator analysis77/100

Latest 12-week confirmation: trend 12/12, activity pressure 8/12, relative leadership 12/12.

Activity pressure 0.93; 3 reversal markers Factors36/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Cornerstone Growth rank 3; Buyback Yield rank 53 SVQF76/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 173.0 of 726 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Sentiment50/100

Weighted news tone is neutral across 68 relevant articles.

Wheeler Real Estate Investment Trust, Inc. - Series D Cumulative Preferred Stock Insiders13 / 6

13 acquisitions and 6 disposals in the latest 180-day insider tape.

 Earnings50/100

No stored earnings event is currently attached to this ticker.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 20269.82 USD4.5%7.71 USD3.68 USD0.8047.5110.2KOn
24 Jul 20269.40 USD-2.6%7.56 USD3.63 USD1.1743.994.2KOn
17 Jul 20269.65 USD-8.2%7.41 USD3.58 USD1.4847.444.9KOn
10 Jul 202610.51 USD-7.0%7.24 USD3.53 USD1.5756.0592.5KOn
3 Jul 202611.30 USD15.7%7.04 USD3.47 USD1.1973.4979.8KOn
26 Jun 20269.77 USD8.4%6.81 USD3.40 USD0.8254.1471.9KOn
19 Jun 20269.01 USD9.9%6.61 USD3.35 USD0.4937.6531.5KOn
12 Jun 20268.20 USD-3.5%6.44 USD3.30 USD0.1529.995.2KOn
5 Jun 20268.50 USD4.9%6.28 USD3.26 USD-0.0939.0315.9KOn
29 May 20268.10 USD14.1%6.12 USD3.21 USD-0.2627.8416.3KOn
22 May 20267.10 USD0.5%5.99 USD3.17 USD-0.3816.1537.3KOn
15 May 20267.06 USD-3.2%5.89 USD3.13 USD-0.2417.494.6KOn
8 May 20267.30 USD0.7%5.79 USD3.09 USD0.0221.6910.5KOn
1 May 20267.25 USD1.9%5.68 USD3.05 USD0.2628.093.5KOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.