Wheeler Real Ownership
| WHLR Stock | USD 1.11 0.02 1.77% |
Shares in Circulation | First Issued 2010-12-31 | Previous Quarter 200 | Current Value 200 | Avarage Shares Outstanding 560.1 K | Quarterly Volatility 439.2 K |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Wheeler |
Wheeler Stock Ownership Analysis
The company recorded earning per share (EPS) of 26853.76. Wheeler Real Estate last dividend was issued on the 28th of March 2018. The entity had 1:2 split on the 19th of November 2024. Headquartered in Virginia Beach, VA, Wheeler Real Estate Investment Trust, Inc. is a fully integrated, self-managed commercial real estate investment company focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers. Wheeler Real operates under REITRetail classification in the United States and is traded on NASDAQ Exchange. It employs 36 people. For more information please call Michael Franklin at 757 627 9088 or visit https://www.whlr.us.Besides selling stocks to institutional investors, Wheeler Real also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Wheeler Real's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Wheeler Real's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Wheeler Real Quarterly Liabilities And Stockholders Equity |
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Less than 1% of Wheeler Real Estate are currently held by insiders. Unlike Wheeler Real's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Wheeler Real's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Wheeler Real's insider trades
Wheeler Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Wheeler Real is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wheeler Real Estate backward and forwards among themselves. Wheeler Real's institutional investor refers to the entity that pools money to purchase Wheeler Real's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Stilwell Value Llc | 2024-12-31 | 47.1 K | Schonfeld Strategic Advisors Llc | 2024-12-31 | 0.0 | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 0.0 | Qube Research & Technologies | 2024-09-30 | 0.0 | Tower Research Capital Llc | 2024-12-31 | 0.0 | Bandera Partners Llc | 2024-12-31 | 0.0 | Jpmorgan Chase & Co | 2024-09-30 | 0.0 | Northern Trust Investments N A | 2024-12-31 | 0.0 | Colonial Asset Management Inc | 2024-09-30 | 0.0 | Bank Of America Corp | 2024-12-31 | 0.0 |
Wheeler Real Estate Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wheeler Real insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wheeler Real's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wheeler Real insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Wheeler Real Outstanding Bonds
Wheeler Real issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wheeler Real Estate uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wheeler bonds can be classified according to their maturity, which is the date when Wheeler Real Estate has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Pair Trading with Wheeler Real
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wheeler Real position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wheeler Real will appreciate offsetting losses from the drop in the long position's value.Moving together with Wheeler Stock
Moving against Wheeler Stock
| 0.68 | AMT | American Tower Corp | PairCorr |
| 0.62 | WY | Weyerhaeuser | PairCorr |
| 0.61 | LXP | LXP Industrial Trust | PairCorr |
| 0.42 | BNL | Broadstone Net Lease | PairCorr |
The ability to find closely correlated positions to Wheeler Real could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wheeler Real when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wheeler Real - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Wheeler Real Estate to buy it.
The correlation of Wheeler Real is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wheeler Real moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wheeler Real Estate moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Wheeler Real can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Wheeler Stock Analysis
When running Wheeler Real's price analysis, check to measure Wheeler Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wheeler Real is operating at the current time. Most of Wheeler Real's value examination focuses on studying past and present price action to predict the probability of Wheeler Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wheeler Real's price. Additionally, you may evaluate how the addition of Wheeler Real to your portfolios can decrease your overall portfolio volatility.