undamentalytics Newsletter

Wheeler Real Estate Investment Trust, Inc. insider trading

Every open-market purchase and sale by Wheeler Real Estate Investment Trust, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Wheeler Real Estate Investment Trust, Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Wheeler Real Estate Investment Trust, Inc.’s insiders pay?

From August 26, 2013 to July 9, 2026, 34 insiders reported 67 open-market purchases and 28 sales not made under a pre-set plan in Wheeler Real Estate Investment Trust, Inc. Twelve months after each purchase was reported, the shares were −81.5% against the S&P 500 on average (median −69.2%), over 9 purchases with a full year of prices; 0% beat the index. After sales, the shares moved −119.4% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on August 25, 2014 into $1 by November 2, 2026, −51.8% a year. It held shares 28% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $17,383 (+4.7% a year), and held throughout $46,328 (+13.4%).

$0$20.0k$40.0k 2014201620182020202220242026 $46.3k$17.4k$1
Copying Wheeler Real Estate Investment Trust, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Wheeler Real Estate Investment Trust, Inc.'s insiders from August 25, 2014, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 28% of the time.
Wheeler Real Estate Investment Trust, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Wheeler Jon S CEO & Chairman 13 −63.4% (4) 0% 0 — August 28, 2017
Jones Andrew R Director 0 — — 7 — April 1, 2021
Khoshaba Daniel Chief Executive Officer 7 — — 0 — May 18, 2021
Kiai Parsa 10% owner 5 — — 1 — September 11, 2023
Zwerdling Jeffrey M. Director 6 −67.5% (1) 0% 0 — May 19, 2017
Campbell Kerry G. Director 2 — — 2 — September 7, 2022
Hrt Financial LP 10% owner 3 — — 1 — July 9, 2026
Kelly David President & CEO 4 −69.2% (1) 0% 0 — November 14, 2018
Stilwell Value LLC Director 4 — — 0 — September 22, 2020
Magnolia Capital Fund, LP 10% owner 0 — — 3 −121.3% (1) September 9, 2024
Mcauliffe John P Director 1 — — 2 — September 20, 2019
Snyderman David J. 10% owner 0 — — 3 — April 14, 2026
Stilwell Activist Fund, L.P. Director 3 — — 0 — September 18, 2020
Douglas Russell Palmer 10% owner 2 — — 0 — December 23, 2024
Graham Wilkes Jackson Chief Financial Officer 1 — — 1 — March 29, 2017
Investment Opportunities 14 Segregated Portfolio 10% owner 2 −114.5% (2) 0% 0 — December 4, 2024
Magnolia Group, LLC 10% owner 0 — — 2 −117.7% (1) September 19, 2024
Peterson Adam K 10% owner 0 — — 2 −119.1% (1) September 13, 2024
Poskon Paula Director 2 — — 0 — May 18, 2020
Stilwell Value Partners VII, L.P. Director 2 — — 0 — September 8, 2020
Belote Steven M Chief Financial Officer 1 — — 0 — August 26, 2013
Brown Stewart J Director 1 — — 0 — March 27, 2018
Ceof Holdings LP Other 0 — — 1 — October 11, 2023
Hahn Andrew 10% owner 1 — — 0 — January 2, 2025
Hanisch Robin A Secretary 0 — — 1 — December 13, 2013
Harrington Kurt R Director 1 — — 0 — December 8, 2015
Madhu Sanjay Director 1 — — 0 — August 26, 2013
Mckinney Ann L Director 1 — — 0 — June 16, 2015
Steamboat Capital Partners, LLC 10% owner 0 — — 1 — November 9, 2023
Stilwell Activist Investments, L.P. Director 1 — — 0 — August 19, 2020
Stilwell Associates, L.P. Director 1 — — 0 — December 22, 2023
Supernova Management LLC 10% owner 0 — — 1 — March 31, 2026
Sweet John Director 1 — — 0 — December 20, 2016
Ursa Fund Management, LLC 10% owner 1 −114.6% (1) 0% 0 — November 25, 2024

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

← Back to Wheeler Real Estate Investment Trust, Inc. · Funds · Politicians