Wheeler Real Estate Investment Trust (WHLR) Return on Assets [ROA] (2014 - 2026)
Wheeler Real Estate Investment Trust's Return on Assets [ROA] came in at 3.71% for Q2 2026, up 2.04 percentage points from 1.67% a year earlier and up 1.82 percentage points from the prior quarter.
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Analysis
Wheeler Real Estate Investment Trust (WHLR) Return on Assets [ROA] (2014 - 2026) Analysis & Trends
For FY2025, Wheeler Real Estate Investment Trust's Return on Assets [ROA] was 2.36%, up 2.26 percentage points from FY2024.
- Return on Assets [ROA] carries a five-year change of +2.30 percentage points (FY2020 to FY2025).
- Going back by year, Return on Assets [ROA] was 0.11% in FY2024 (-0.79 pp), 0.90% in FY2023 (+2.37 pp), -1.47% in FY2022 (+0.49 pp) and -1.96% in FY2021 (-2.02 pp).
- The five-year range for quarterly Return on Assets [ROA] is -2.95% (Q3 2024) to 8.64% (Q3 2025).
- Year-over-year, Return on Assets [ROA] has increased for six consecutive quarters, with an average year-over-year change of +2.23 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in Q3 2025 (a gain of 11.60 percentage points), and the weakest in Q4 2021 (a drop of 1.99 percentage points).
- Business Quant data shows WHLR's Return on Assets [ROA] at 1.89% (Q1 2026), 2.42% (Q4 2025) and 8.64% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 163.71 Bn | 146.23 Bn | 1.39 Bn | 2.36% |
| 2 | Prologis | 119.65 Bn | 124.04 Bn | - | 4.49% |
| 3 | Simon Property | 68.89 Bn | 70.10 Bn | - | 13.60% |
| 4 | Realty Income | 50.65 Bn | 53.03 Bn | - | 1.74% |
| 5 | Public Storage | 49.89 Bn | 48.98 Bn | - | 10.29% |
| 6 | Ventas | 42.94 Bn | 42.14 Bn | - | 0.95% |
| 7 | Extra Space Storage | 28.13 Bn | 28.13 Bn | 642.43 Mn | 3.41% |
| 8 | Vici Properties | 25.04 Bn | 23.15 Bn | 1.05 Bn | 5.89% |
| 9 | Vivmark Residential | 22.56 Bn | 22.75 Bn | - | 4.41% |
| 10 | Wheeler Real Estate Investment Trust | 198,733.34 | 27.18 Mn | - | 3.71% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.71% |
| Mar 31, 2026 | 1.89% |
| Dec 31, 2025 | 2.42% |
| Sep 30, 2025 | 8.64% |
| Jun 30, 2025 | 1.67% |
| Mar 31, 2025 | 1.42% |
| Dec 31, 2024 | 0.11% |
| Sep 30, 2024 | -2.95% |
| Jun 30, 2024 | -0.09% |
| Mar 31, 2024 | 0.07% |
| Dec 31, 2023 | 0.91% |
| Sep 30, 2023 | -2.07% |
| Jun 30, 2023 | -0.82% |
| Mar 31, 2023 | -0.63% |
| Dec 31, 2022 | -1.23% |
| Sep 30, 2022 | -2.24% |
| Jun 30, 2022 | -1.48% |
| Mar 31, 2022 | -2.14% |
| Dec 31, 2021 | -1.93% |
| Sep 30, 2021 | -0.58% |
API Access
Wheeler Real Estate Investment Trust Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=WHLR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "WHLR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=WHLR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();