What SEC filings does Wheeler Real Estate Investment Trust, Inc. submit to the SEC?

Wheeler Real Estate Investment Trust, Inc. (WHLR) submits several types of SEC filings including Form 4 (insider transactions), Form 144 (proposed insider sales), 8-K reports (material events such as earnings releases, acquisitions, leadership changes), and periodic reports — the 10-Q (quarterly) and 10-K (annual). All filings are publicly available through SEC EDGAR.

What does a Form 4 filing tell me about WHLR?

A Form 4 for WHLR discloses a transaction by a company insider — typically a director, officer, or 10%+ shareholder. It shows the source-reported date, number of shares, price, and updated ownership. These facts do not establish motive or predict future returns.

How do I interpret an 8-K filing from Wheeler Real Estate Investment Trust, Inc.?

An 8-K signals a material event requiring prompt disclosure. Common triggers include earnings pre-announcements, acquisitions, leadership appointments or departures, credit changes, or regulatory actions. Read the item codes inside the filing to understand exactly what was disclosed before drawing conclusions.

What is the difference between a 10-K and 10-Q for WHLR?

The 10-K is Wheeler Real Estate Investment Trust, Inc.'s annual report with fully audited financial statements, comprehensive MD&A, and complete risk factor disclosures — filed 60–90 days after fiscal year-end. The 10-Q is a lighter quarterly report with unaudited financials filed for the first three quarters. Together they provide a continuous financial picture of the company.

Where can I see all WHLR SEC filings directly on EDGAR?

You can view all historical Wheeler Real Estate Investment Trust, Inc. filings on the SEC EDGAR company page for WHLR. Each filing card on this page links directly to the original SEC document.

How often does Wheeler Real Estate Investment Trust, Inc. file with the SEC?

Wheeler Real Estate Investment Trust, Inc. files one 10-K per year and up to three 10-Qs per year. Form 4 insider transactions must be reported within two business days of each trade, so the frequency depends on how often insiders are buying or selling WHLR shares. 8-K filings occur whenever a material event happens — which can be several times per quarter for an active company.

WHLR SEC Filing News — Wheeler Real Estate Investment Trust, Inc.

Latest SEC filings for Wheeler Real Estate Investment Trust, Inc. (WHLR) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-10-13.

Wheeler Real Estate Investment Trust, Inc. is a Maryland corporation formed on June 23, 2011. The Trust serves as the general partner of Wheeler REIT, L.P., which was formed as a Virginia limited partnership on April 5, 2012. At June 30, 2026, the Company owned 100% of the Operating Partnership. As of June 30, 2026, the Trust owned and operated fifty-nine properties, including fifty-six retail shopping centers and three undeveloped properties in South Carolina, Georgia, Virginia, Pennsylvania, N…

Sector: Real Estate Industry: REIT - Retail Market Cap: $542,646 CIK: 1527541

Total Filings

Bullish Classifications

Bearish Classifications

Insider Transactions

Material Events (8-K)

Periodic Reports

Rule-based classifications for WHLR currently lean bearish. Of the 12 filing records displayed, 2 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 1 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.

WHLR Filing Activity Snapshot 2026-09-10 — 2026-10-13

Insider Transactions (Form 4)

1 buy vs 2 sells

Net insider selling in this period — insiders sell for many reasons beyond conviction.

Largest Form 144 Filing

$2.73M

Stilwell Value LLC · 2026-09-30

32,069 shares · Form 144

Form 144 Notices

Proposed insider sale filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.

Insider Transactions 5 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 5 filings in this group are Form 4s for Wheeler Real Estate Investment Trust, Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 5 insider filings shown, the breakdown is 2 open-market purchase, 1 compensation award, 1 mixed open-market activity and 1 open-market sale. 4 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Open-market purchase ×2: The insider bought shares on the open market with their own money. This is the only Form 4 category that requires a discretionary cash outlay at the prevailing price.
Compensation award ×1: Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Mixed open-market activity ×1: The filing reports both purchases and sales on the open market. Read the transaction lines individually before drawing a directional conclusion.
Open-market sale ×1: The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Form 4 Mixed open-market activity Insider Selling 2026-10-02

WHLR insider Stilwell Joseph (Director, 10% Owner) sold 5 shares (~$15.15)

Stilwell Joseph, listed as Director, 10% Owner at Wheeler Real Estate Investment Trust, Inc., reported an open-market sale of 5 WHLR shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The filing reports both purchases and sales on the open market. Read the transaction lines individually before drawing a directional conclusion.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	142,015	—	—
`S`	Open-market sale	5	$3.03	$15.15
`A`	Compensation award	19,685	—	—
`P`	Open-market purchase derivative · 7.00% Subordinated Convertible Notes due 2031	—	$1,287,410.00	—
`S`	Open-market sale derivative · 7.00% Subordinated Convertible Notes due 2031	—	$2,725,865.00	—
`P`	Open-market purchase derivative · 7.00% Subordinated Convertible Notes due 2031	—	$246,925.00	—
`D`	Disposition to issuer derivative · Series D Cumulative Convertible Preferred Stock	6,801	—	—
`D`	Disposition to issuer derivative · Series D Cumulative Convertible Preferred Stock	899	—	—
`D`	Disposition to issuer derivative · Series B Preferred Stock	26,897	—	—
`D`	Disposition to issuer derivative · Series B Preferred Stock	3,903	—	—

Filing: Form 4 (Insider Transaction) Insider: Stilwell Joseph (Director, 10% Owner) Shares: 5 Est. Value: $15.15

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market purchase Tax / Compensation Filing 2026-10-01

WHLR insider Form 4 filed for equity award, exercise, or tax withholding

Hannon Gregory Paul (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider bought shares on the open market with their own money. This is the only Form 4 category that requires a discretionary cash outlay at the prevailing price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`P`	Open-market purchase derivative · 7.00% Subordinated Convertible Notes due 2031	—	$425,000.00	—

Filing: Form 4 (Insider Transaction) Insider: Hannon Gregory Paul (Director)

View on SEC EDGAR → Open Filing Document →

Form 4 Compensation award Tax / Compensation Filing 2026-09-25

WHLR insider Form 4 filed for equity award, exercise, or tax withholding

Stilwell Joseph (Director, 10% Owner) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`A`	Compensation award	184,655	—	—
`A`	Compensation award	257,902	—	—
`A`	Compensation award	25,516	—	—
`A`	Compensation award	35,768	—	—
`A`	Compensation award	62,829	—	—
`D`	Disposition to issuer derivative · Series D Cumulative Convertible Preferred Stock	3,287	—	—
`D`	Disposition to issuer derivative · Series D Cumulative Convertible Preferred Stock	6,575	—	—
`D`	Disposition to issuer derivative · Series D Cumulative Convertible Preferred Stock	491	—	—
`D`	Disposition to issuer derivative · Series D Cumulative Convertible Preferred Stock	955	—	—
`D`	Disposition to issuer derivative · Series D Cumulative Convertible Preferred Stock	3,222	—	—
`D`	Disposition to issuer derivative · Series B Convertible Preferred Stock	24,730	—	—
`D`	Disposition to issuer derivative · Series B Convertible Preferred Stock	26,603	—	—
`D`	Disposition to issuer derivative · Series B Convertible Preferred Stock	3,270	—	—
`D`	Disposition to issuer derivative · Series B Convertible Preferred Stock	3,517	—	—

Filing: Form 4 (Insider Transaction) Insider: Stilwell Joseph (Director, 10% Owner) Shares: 566,670

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market sale Insider Selling 2026-09-11

WHLR insider HRT FINANCIAL LP (10% Owner) sold 5,048 shares (~$1.9K)

HRT FINANCIAL LP, listed as 10% Owner at Wheeler Real Estate Investment Trust, Inc., reported an open-market sale of 5,048 WHLR shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`S`	Open-market sale	5,048	$0.37	$1.9K

Filing: Form 4 (Insider Transaction) Insider: HRT FINANCIAL LP (10% Owner) Shares: 5,048 Est. Value: $1.9K

View on SEC EDGAR → Open Filing Document →

Form 4 Open-market purchase Insider Buying 2026-09-10

WHLR insider HRT FINANCIAL LP (10% Owner) bought 19,450 shares (~$7.4K)

HRT FINANCIAL LP, listed as 10% Owner at Wheeler Real Estate Investment Trust, Inc., reported an open-market purchase of 19,450 WHLR shares in a Form 4 filing. Insider buying is often treated as a bullish signal because company insiders are committing their own capital.

The insider bought shares on the open market with their own money. This is the only Form 4 category that requires a discretionary cash outlay at the prevailing price.

Transactions reported on this filing
Code	Nature	Shares	Price	Value
`P`	Open-market purchase	8,197	$0.39	$3.2K
`P`	Open-market purchase	11,253	$0.38	$4.2K

Filing: Form 4 (Insider Transaction) Insider: HRT FINANCIAL LP (10% Owner) Shares: 19,450 Est. Value: $7.4K

View on SEC EDGAR → Open Filing Document →

Proposed Insider Sales 1 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. Wheeler Real Estate Investment Trust, Inc. has 1 such notice in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-09-30

WHLR Form 144 filed for proposed insider sale by Stilwell Value LLC (32,069 shares) ~$2.73M

Stilwell Value LLC filed a Form 144 with the SEC indicating intent to sell WHLR (Wheeler Real Estate Investment Trust, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Stilwell Value LLC Shares: 32,069 Est. Value: $2.73M

View on SEC EDGAR → Open Filing Document →

Material Events 6 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 6 in this period for Wheeler Real Estate Investment Trust, Inc. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-10-13

WHLR filed 8-K — material company event

Wheeler Real Estate Investment Trust, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.