8-K ·Filed Aug 14, 2026

WHLR

Wheeler Real Estate Investment Trust, Inc.
NEUTRAL
Impact 3/10
Horizonimmediate Processed1mo ago SEC0001527541-26-000281
Actionable Insight • Neutral

This is a routine internal CFO promotion and should not drive trading. Monitor Wheeler's next quarterly filing for any CFO-related disclosure or financial conditions; with a roughly $1M market cap, watch for financing or liquidity updates in future SEC filings.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
WHLR ▲ +0.27% at T+20d
NEUTRAL call ✓ call won +0.27% · α vs SPY +2.27% · entry $0.3646 → $0.3656
Next anchor: T+60d in 5w
Latest observation: T+31 +116.23% FF3 residual α
Entry anchored
Aug 14, 08:26 AM ET
via 1-min bar
T+1d
+2.58%
call +2.58% · α +3.05%
$0.3740
settled 7w ago
T+5d
-2.11%
call -2.11% · α -0.74%
$0.3569
settled 6w ago
T+20d
+0.27%
call +0.27% · α +2.27%
$0.3656
settled 19d ago
T+60d
—
call — · α —
—
in 5w

Price Chart

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Executive Summary

Wheeler Real Estate Investment Trust appointed Jason F. Simone as Chief Financial Officer, effective August 10, 2026, promoting him from Director of Corporate Finance. No departure, termination, or new compensatory arrangement was disclosed, and the two 8-K documents in this batch are duplicate representations of the same Item 5.02 event. This is a routine internal executive appointment with no direct financial impact.

Key Facts

  • Jason F. Simone, 48, appointed CFO effective August 10, 2026.
  • Simone has been employed by Wheeler since 2022, most recently as Director of Corporate Finance.
  • Prior to Wheeler, Simone worked at Cedar Realty Trust, Inc., now a wholly-owned subsidiary.
  • No new compensatory arrangements were entered into in connection with the appointment.
  • No departure, resignation, or termination was announced; filing is limited to Item 5.02.

Financial Impact

No financial terms disclosed; no new compensation arrangements. No revenue, earnings, or balance sheet impact reported in the filing.

Risk Factors

  • No material price risk from this filing alone; routine officer appointment.
  • Micro-cap REIT status means any future financial disclosures carry outsized stock movement risk.

Market Snapshot

Exchange
Nasdaq
Sector
Real Estate Investment Trusts
Analyst Consensus
0% bullish (6 analysts)

Investment Themes

Real Estate

Documents Analyzed

This report is based on 8 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (WHLR) — Batch item 10001527541-26-000281
Document: 0001527541-26-000281-index-headers.html0001527541-26-000281
Document: 0001527541-26-000281-index.html0001527541-26-000281
Document: 0001527541-26-000281.txt0001527541-26-000281
8-K Filing (WHLR) — Batch item 50001527541-26-000281
Document: 0001527541-26-000281-index-headers.html0001527541-26-000281
Document: 0001527541-26-000281-index.html0001527541-26-000281
Document: 0001527541-26-000281.txt0001527541-26-000281
18 reports for WHLR
Performance horizon
100% Hit rate 11 of 11 directional calls best @ T+60▲ +84.88%Jun 26, 2026
Filters
Rows
Reports for WHLR — sortable, filterable
TypeNow
Sep 14, 2026
18d ago
EFFECT
BEARISH ★ 6/10
$0.3656 $0.2298▲ +37.14%▲ +37.25%$2.85 (−679.54%)
Sep 9, 2026
23d ago
8-K
BEARISH ★ 6/10
$0.3817 $0.3829▼ −0.31%▼ −0.97%$2.85 (−646.66%)
Sep 2, 2026
4w ago
8-K
BEARISH ★ 6/10
$0.5119 $0.3918▲ +23.46%▲ +22.31%$2.85 (−456.75%)
Aug 21, 2026
6w ago
8-K
MIXED ★ 5/10
$0.3569 $1.07▲ +199.80%▲ +199.33%$2.85 (+698.54%)
Aug 14, 2026
7w ago
8-K
NEUTRAL ★ 3/10
$0.3646 $0.3569▼ −2.11%▼ −0.74%$2.85 (+681.68%)
Aug 11, 2026
7w ago
8-K
BEARISH ★ 6/10
$1.83 $1.50▲ +18.12%▲ +17.72%$2.85 (−55.57%)
Aug 7, 2026
8w ago
8-K
BEARISH ★ 6/10
$0.4439 $0.3646▲ +17.86%▲ +18.26%$2.85 (−542.04%)
Jul 7, 2026
12w ago
8-K
BEARISH ★ 7/10
$0.5550 $0.3900▲ +29.73%▲ +30.28%$2.85 (−413.51%)
Jul 6, 2026
12w ago
EFFECT
NEUTRAL ★ 3/10
$0.7375 $0.4098▼ −44.43%▼ −44.92%$2.85 (+286.44%)
Jul 2, 2026
13w ago
Insider Cluster
BEARISH ★ 7/10
$1.03 $0.4300▲ +58.25%▲ +59.18%$2.85 (−176.70%)
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (37h 28m)

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