Wheeler Real Estate Investment Trust Inc (WHLR) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Wheeler Real Estate Investment Trust Inc   (NASDAQ: WHLR)


Wheeler Real Estate Investment Trust Inc's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Wheeler Real Estate Investment Trust Inc's ROI in the second quarter of 2026?
Wheeler Real Estate Investment Trust Inc achieved a return on average invested assets (ROI) of 3.95 % in its second quarter of 2026, this is above WHLR's average return on investment of -2.35%.
Wheeler Real Estate Investment Trust Inc invested over the 12 months ending in its second quarter of 2026 $558 million

ROI has improved compared to 2% in the first quarter of 2026, due to net income growth.

Within the Financial sector 261 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 1876 to 2243.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter		 (Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM -7.8 % -9.09 % -9.91 % -7.6 % -3.88 %
Y / Y Net Income Change TTM 109.82 % 23.47 % 119.06 % - -
Investment (TTM) in Millions 550 539 570 572 574
Return On Investment (TTM) 3.95 % 2 % 2.59 % 9.22 % 1.74 %
WHLR's Overall Ranking # 2243 # 1876 # 1342 # 569 # 1433
Seq. Investment Change TTM -1.07 % -1.57 % -2.41 % -2.98 % -2.46 %
Seq. Net Income Change TTM 95.16 % -23.89 % -72.58 % 415.2 % 14.85 %
Net Income (TTM) in Millions 22 11 15 54 11

WHLR Company Profile >> Back to WHLR Roi Comparisons >> See Annual WHLR Return On Investment



Return On Investment WHLR's Ranking
Within: No.
Industry # 35
Sector # 262
Overall # 2243

Return On Investment Statistics
High Average Low
9.73 %
-2.35 %
-9.34 %
(Sep 30 2025)   (Sep 30 2013)







Financial Statements
Wheeler Real Estate Investment Trust Inc's II. Quarter Investments $ 550 Millions WHLR's Balance sheet
Wheeler Real Estate Investment Trust Inc's II. Quarter Income $ 10 Millions Quarterly WHLR's Income Statement
WHLR's Income by Division See WHLR's Income by Division


WHLR Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2020
Total Investments in Millions 570 626 606 649 456
Y / Y Investment Growth -9.05 % 3.32 % -6.61 % 42.32 % -1.89 %
Net Income in Millions 15 1 6 -8 -9
Y / Y Net Income Growth 1834.42 % -87.39 % - - -
Annual Return On Investment 2.6 % 0.12 % 1 % -1.3 % -2.05 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 2.6 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Real Estate Investment Trusts Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
WHLR's Roi Ratio versus Real Estate Investment Trusts Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for WHLR's Competitors
Subscribers only: Roi for Wheeler Real Estate Investment Trust Inc's Suppliers
Subscribers only: Return On Investment for WHLR's Customers

Other Ratios
WHLR's Roa WHLR's Inventory Turnover Ratio WHLR's Growth Rates WHLR's Dividend Statistics
WHLR's Profitability Ratios WHLR's Asset Turnover Ratio WHLR's Dividend Growth
WHLR's Roe WHLR's Valuation Ratios WHLR's Financial Strength Ratios WHLR's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
Travelers Companies inc   10.84 %
Enact Holdings Inc   10.78 %
Kinsale Capital Group Inc   10.68 %
Utg Inc   10.57 %
Public Storage  10.56 %
Brookfield Oaktree Holdings Llc  10.48 %
Universal Insurance Holdings Inc   10.47 %
Cohen and Co Inc   10.29 %
Primerica Inc   10.23 %
Invesco Db Commodity Index Tracking Fund  10.17 %
Invesco Db Precious Metals Fund  9.89 %
Hippo Holdings Inc   9.84 %
Essent Group Ltd   9.69 %
Aflac Incorporated  9.64 %
Aon Plc  9.54 %
Houlihan Lokey Inc   9.53 %
Nmi Holdings Inc   9.51 %
American Integrity Insurance Group Inc   9.29 %
White Mountains Insurance Group ltd  9.26 %
Euronet Worldwide Inc   9.20 %
Uniti Group Inc   9.14 %
W R Berkley Corp  8.98 %
Cincinnati Financial Corporation  8.98 %
Kingstone Companies Inc   8.95 %
Robinhood Markets Inc   8.94 %
Amerisafe Inc   8.87 %
Omega Healthcare Investors Inc   8.79 %
Sba Communications Corporation  8.75 %
Renaissancere Holdings Ltd  8.70 %
Ategrity Specialty Insurance Company Holdings  8.70 %

Date modified: 2026-09-22T18:55:49+00:00



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