WHLRD NASDAQ Week ended 31 Jul 2026

Weekly Investor Report

Wheeler Real Estate Investment Trust, Inc. · Real Estate · Reit - Retail

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Latest close 36.00 USD
0.0% latest week
Weekly setup

Weak trend

The weekly trend is not active. Price is -3.9% below the Trend Line and sits at 31.4% of its 52-week range. The latest completed week returned 0.0%, after a -6.9% 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 51/100. Near-term considerations: volume confirmation is below normal.

Setup score 40 out of 100
Latest Close 36.00 USD 31 Jul 2026
1W Return 0.0% latest completed week
4W Return -6.9% short-term follow-through
12W Return 1.7% quarterly tape
Trend Breadth 65.4% 34 of 52 weeks active
Volume Ratio 0.1x vs 13-week average
What is working
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Price is below the Trend Line, which keeps downside pressure in focus.
  • Activity pressure is weak, so confirmation is not yet broad enough.
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 0.0% Latest completed week; four-week move -6.9%. Indicator stack 36/89 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 51/100 63 relevant articles in the latest sentiment read.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is -3.9% below the Trend Line and sits at 31.4% of its 52-week range. The latest completed week returned 0.0%, after a -6.9% 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 0.1x 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 0.3812-week average 0.31

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure5/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.38Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -6.9% over four weeks, 1.7% over 12 weeks, and 5.3% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W0.0%
4W-6.9%
12W1.7%
26W-6.5%
52W5.3%
Active trend streak0 weeks
Active weeks in one year34
Trend breadth65.4%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.15Latest activity-pressure read.
Pressure change453.2%Four-week change in activity pressure.
Leadership-11.02Latest relative-leadership reading.
RS change-24.7%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 100% Model confidence 96%

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.

Valuation

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

P/E
5.7x
Price divided by trailing earnings.
Price / sales
0.3x
Market value relative to trailing revenue.
EV / EBITDA
8.9x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
6.5%
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
8.8%
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
-8.9%
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
19.5%
Cash dividends relative to market value.
Buyback yield
0.0%
Net share repurchases relative to market value.
Shareholder yield
19.5%
Dividend yield plus net buyback yield.
Net debt / EBITDA
6.4x
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 sentiment51/100

Weighted news tone is neutral across 63 relevant articles.

8 positive · 47 neutral · 8 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-14.3%Distance below the 52-week high.
13-week volatility4.0%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 higher10 of 2613 weeks finished lower.
Best week+9.8%Week of 22 May.
Worst week-4.9%Week of 10 Apr.
Latest week+0.0%Week of 31 Jul.

Shape of recent returns

Strong gains2
Modest gains8
Flat weeks3
Modest losses8
Sharp losses5
Recent vol4.0%13-week weekly-return volatility.
Base vol4.5%52-week weekly-return volatility.
Up/down split22/27Count of positive and negative weeks in the 52-week window.
Average skew3.2% / -2.3%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 tape42/100

Trend, activity pressure, participation, and risk combine to a 42/100 tape read.

 Indicator analysis24/100

Latest 12-week confirmation: trend 0/12, activity pressure 5/12, relative leadership 0/12.

Activity pressure 0.38; No reversal markers Factors36/100

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

Cornerstone Growth rank 63; Tiny Titans rank 25; Buyback Yield rank 53 Patient CapitalQuiet

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

No recent buy signal Sentiment51/100

Weighted news tone is neutral across 63 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 202636.00 USD0.0%37.47 USD26.82 USD0.15-11.02173Off
24 Jul 202636.00 USD-4.6%37.55 USD26.67 USD0.41-10.826.4KOff
17 Jul 202637.75 USD-1.5%37.59 USD26.51 USD0.27-8.24883Off
10 Jul 202638.31 USD-0.9%37.59 USD26.35 USD0.21-10.941.2KOff
3 Jul 202638.65 USD7.4%37.57 USD26.18 USD0.03-8.844.5KOff
26 Jun 202636.00 USD-2.9%37.68 USD26.01 USD-0.31-14.552.3KOff
19 Jun 202637.09 USD0.7%37.62 USD25.86 USD-0.24-16.253.2KOff
12 Jun 202636.84 USD0.0%37.54 USD25.70 USD-0.23-14.975Off
5 Jun 202636.84 USD-4.9%37.48 USD25.54 USD-0.52-13.30631Off
29 May 202638.75 USD-0.6%37.44 USD25.39 USD-0.75-13.262.9KOff
22 May 202639.00 USD9.8%37.34 USD25.23 USD-1.08-10.555.3KOff
15 May 202635.51 USD0.3%37.23 USD25.07 USD-1.46-17.891.2KOff
8 May 202635.40 USD0.0%37.25 USD24.92 USD-1.39-18.7955Off
1 May 202635.40 USD-1.7%37.27 USD24.76 USD-1.36-14.867.5KOff
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.