Wheeler Real Estate Investment Trust (WHLR) Return on Invested Capital [ROIC] (2016 - 2026)
Wheeler Real Estate Investment Trust (WHLR) recorded Return on Invested Capital [ROIC] of 7.55% in Q2 2026, down 1.63 percentage points from 9.18% a year earlier.
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Analysis
Wheeler Real Estate Investment Trust (WHLR) Return on Invested Capital [ROIC] (2016 - 2026) Analysis & Trends
For FY2025, Wheeler Real Estate Investment Trust reported Return on Invested Capital [ROIC] of 8.51%, up 1.28 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a four-year change of +2.84 percentage points (FY2021 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 7.23% in FY2024 (+1.61 pp), 5.61% in FY2023 and 5.67% in FY2021.
- Quarterly Return on Invested Capital [ROIC] has ranged from 5.32% in Q1 2024 to 9.18% in Q2 2025 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] rose in five of the last seven quarters, with an average year-over-year change of +1.04 percentage points.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 3.01 percentage points in Q1 2025, against a drop of 1.63 percentage points in Q2 2026 at the low end.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 179.03 Bn | 165.05 Bn | 1.47 Bn | -3.39% |
| 2 | Prologis | 123.12 Bn | 117.08 Bn | - | 4.98% |
| 3 | Simon Property | 75.49 Bn | 71.55 Bn | - | 9.59% |
| 4 | Public Storage | 62.37 Bn | 61.09 Bn | - | 7.86% |
| 5 | Realty Income | 56.23 Bn | 54.51 Bn | - | 3.56% |
| 6 | Ventas | 46.05 Bn | 44.73 Bn | - | 3.05% |
| 7 | Extra Space Storage | 33.71 Bn | 32.62 Bn | 650.96 Mn | 5.30% |
| 8 | Vici Properties | 27.71 Bn | 26.06 Bn | 1.06 Bn | 6.86% |
| 9 | Vivmark Residential | 24.79 Bn | 24.57 Bn | - | 6.19% |
| 10 | Wheeler Real Estate Investment Trust | 20,105.64 | -113.57 Mn | - | 8.02% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 8.02% |
| Jun 30, 2026 | 7.55% |
| Dec 31, 2025 | 8.50% |
| Sep 30, 2025 | 7.35% |
| Jun 30, 2025 | 9.18% |
| Mar 31, 2025 | 8.33% |
| Dec 31, 2024 | 7.54% |
| Sep 30, 2024 | 8.09% |
| Jun 30, 2024 | 6.91% |
| Mar 31, 2024 | 5.32% |
| Dec 31, 2023 | 5.78% |
| Sep 30, 2023 | 6.47% |
| Jun 30, 2023 | 5.38% |
| Jun 30, 2022 | 6.46% |
| Dec 31, 2021 | 5.49% |
| Mar 31, 2021 | 5.54% |
| Sep 30, 2020 | 4.88% |
| Jun 30, 2020 | 4.43% |
| Mar 31, 2020 | 2.47% |
| Dec 31, 2019 | 2.94% |
API Access
Wheeler Real Estate Investment Trust Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=WHLR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=WHLR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();