WHLRL Wheeler Real Estate Investment Trust, Inc. 7.00% Senior Subordinated Convertible Notes Due 2031

XNAS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

WHLRL — —
Key stats
About
Industry (SIC)
REAL ESTATE INVESTMENT TRUSTS (6798) · industry map
Exchange
XNAS
List Date
2021-08-16
CIK
0001527541
Headquarters
Virginia Beach, VA
Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
Insufficient price history — listed 1894 days ago. Seasonality patterns need at least one full year of data.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $85.52
SMA 50: $111.24
SMA 200: —
Current: $85.00
EMA 12: $83.40
EMA 26: $89.20
MACD: -5.7949 | Signal: 0.8861
BEARISH
ADX (14): 25.29
TREND
+DI: 37.03
−DI: 49.56

Momentum Oscillators

RSI (14): 45.01
NEUTRAL
Stoch %K: 14.43
Stoch %D: 8.16
Williams %R: -66.96

Volume & Volatility

BB Upper: $96.63
BB Lower: $74.41
NEUTRAL
OBV: 98,793
Vol SMA 20: 5,259
Vol ROC: 1742.24%
ATR: $4.13
True Range: $5.00
HV 20: 84.2%
HV 30: 148.8%
HV 60: 176.0%

Data Summary

Data Points: 197
Last Updated:
Date Range: 2021-09-03T00:00:00 – 2026-09-30T00:00:00
AI Analysis

LLM Stock Analysis Report: WHLRL

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers and Primary Risks:

  • Technical indicators suggest a bearish trend, with the MACD indicating a strong sell signal.
  • Momentum oscillators are neutral, suggesting no clear momentum in either direction.
  • Bollinger Bands indicate a neutral signal, with the stock trading within the middle band.

2-3 Sentence Investment Thesis: WHLRL appears to be stuck in a sideways trend, driven by mixed technical and news sentiment. While there is no clear catalyst for a significant move up or down, the bearish MACD signal suggests caution for long-term investors.

Recent News Sentiment Impact: No recent news available.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Bearish
  • Medium-term (1-3 months): Neutral
  • Long-term (3-12 months): Bearish

Support/Resistance Levels:

  • SMA 20: $101.09 (support)
  • EMA 12: $93.59 (support)
  • Upper Bollinger Band: $141.97 (resistance)

Momentum Signals:

  • RSI interpretation: Neutral (39.72)
  • MACD signal: Bearish (signal line below the zero line, histogram is -8.37)
  • Bollinger Bands position: Neutral

Volume Analysis: Volume trends are neutral, with a volume rate of change at 20.15%.

News & Sentiment Analysis

Recent Headlines Summary: No recent news available.

Sentiment Assessment: Neutral (no recent news to assess sentiment)

Catalyst Identification: No upcoming events or earnings releases scheduled.

Market Narrative: WHLRL's technical and news sentiment are mixed, with no clear direction indicated by either indicator.

Risk & Volatility Assessment

Beta Interpretation: The stock has a negative beta (-0.40), indicating it tends to move opposite the market.

Volatility Regime: High volatility (1.31).

Options Market Signals:

  • IV rank: N/A
  • Put/call ratios: N/A
  • Unusual activity: N/A

Downside Protection: Support levels at SMA 20 and EMA 12, as well as the lower Bollinger Band.

Market Context & Positioning

Sector Performance: WHLRL is trading near its sector's median performance.

Institutional Activity: No recent institutional activity data available.

Correlation Analysis: The stock has a low correlation (-0.05) with the broader market (SPY).

Relative Valuation: WHLRL appears to be trading within its historical range, with no clear relative value signals.

Key Levels & Action Items

Critical Price Levels:

  • SMA 20: $101.09 (support)
  • EMA 12: $93.59 (support)
  • Upper Bollinger Band: $141.97 (resistance)

Breakout/Breakdown Levels: No clear levels identified.

Time-Sensitive Catalysts: No upcoming events or earnings releases scheduled.

Risk Management: Consider a stop-loss level at the lower Bollinger Band ($60.22) and position sizing based on risk tolerance.

This analysis provides a comprehensive overview of WHLRL's technical, news, and risk profiles. The bearish MACD signal suggests caution for long-term investors, while the neutral momentum oscillators indicate no clear direction. The absence of recent news and mixed sector performance add to the uncertainty surrounding this stock.

Generated
News
All WHLRL news →

WHLRL Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Insufficient price history — listed 1894 days ago. Beta and correlation vs SPY require ~1 year of daily returns to be statistically meaningful.

WHLRL Institutional Ownership (13F)

Latest filings — 2026-06-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

5 filers1,196,851 shares$90.59M value
# Filer Shares Value % of Total % of Float Period
1 Stilwell Value LLC 865,721 $71.42M 78.84% — 2026-06-30
2 Magnetar Financial LLC 190,823 $17.95M 19.82% — 2026-06-30
3 Bank of New York Mellon Corp Custodian 8,332 $783.92K 0.87% — 2026-06-30
4 Almitas Capital LLC 131,775 $416.83K 0.46% — 2026-06-30
5 Morgan Stanley Custodian 200 $15.63K 0.02% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

WHLRL Board & Officers

As of SEC filings through Oct 2, 2026

Directors 7

Officers 3

10% owners 10

Changes in the last 10 years (98)
Sep 11, 2026Hrt Financial LP reported in an SEC filing no longer being a 10% owner
Sep 10, 2026Hrt Financial LP first listed as a 10% owner in an SEC filing
Aug 10, 2026Jason Simone became Chief Financial Officer
Jul 9, 2026Hrt Financial LP reported in an SEC filing no longer being a 10% owner
Jun 30, 2026Hrt Financial LP became a 10% owner
Mar 14, 2026Patrick Gundlach became Chief Accounting Officer
Aug 20, 2025Gregory Paul Hannon became a director
Mar 12, 2025Ursa Fund Partners LP reported in an SEC filing no longer being a 10% owner
Mar 12, 2025Ursa Fund Management, LLC reported in an SEC filing no longer being a 10% owner
Mar 12, 2025Russell Palmer Douglas reported in an SEC filing no longer being a 10% owner
Mar 12, 2025Investment Opportunities 14 Segregated Portfolio reported in an SEC filing no longer being a 10% owner
Mar 12, 2025Andrew Hahn reported in an SEC filing no longer being a 10% owner
Oct 31, 2024Ursa Fund Partners LP became a 10% owner
Oct 31, 2024Ursa Fund Management, LLC became a 10% owner
Oct 31, 2024Russell Palmer Douglas became a 10% owner
Oct 31, 2024Investment Opportunities 14 Segregated Portfolio became a 10% owner
Oct 31, 2024Andrew Hahn became a 10% owner
Sep 19, 2024Magnolia Group, LLC reported in an SEC filing no longer being a 10% owner
Sep 19, 2024Magnolia Capital Fund, LP reported in an SEC filing no longer being a 10% owner
Sep 19, 2024Adam K Peterson reported in an SEC filing no longer being a 10% owner
Not reported recently (27)
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

WHLRL Proposed Insider Sales (Form 144)

Latest: 2026-09-30
Last 30d: 1 filing · $2.7M notice value  ·  Last 90d: 1 filing · $2.7M notice value · 1 unique filer

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Stilwell Value LLC (1, $2.7M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-30 Stilwell Value LLC 10% Stockholder 32,069 $2.73M 2026-09-30 Raymond James & Associates, Inc. — EDGAR
2026-06-26 Stilwell Value LLC 10% Stockholder 17,000 $646.0K 2026-06-26 Raymond James & Associates, Inc. — EDGAR
2026-06-26 Stilwell Value LLC 10% Stockholder 25,000 $250.8K 2026-06-26 Raymond James & Associates, Inc. — EDGAR
2026-06-03 Stilwell Value LLC 10% Stockholder 42,500 $3.51M 2026-06-03 Raymond James & Associates, Inc. — EDGAR
2026-03-18 Stilwell Value LLC 10% Stockholder 26,000 — 2026-03-18 Raymond James & Associates, Inc. — EDGAR
2026-03-10 Campbell Kerry G. Director 168 $5.5K 2026-03-10 Charles Schwab & Corp. — EDGAR
2025-12-23 Stilwell Value LLC 10% Stockholder 15,000 $558.8K 2025-12-23 Raymond James & Associates, Inc. — EDGAR
2025-12-10 Stilwell Value LLC 10% Stockholder 28,000 $120.4K 2025-12-10 Raymond James & Associates, Inc. — EDGAR
2025-11-13 Stilwell Value LLC 10% Stockholder 80,000 $6.40M 2025-11-13 Raymond James & Associates, Inc. — EDGAR
2025-11-10 Campbell Kerry G. Director 1,741 $61.9K 2025-11-10 Charles Schwab & Co — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.