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 | 164.16 Bn | 146.67 Bn | 1.39 Bn | -12.89% |
| 2 | Prologis | 120.28 Bn | 124.68 Bn | - | - |
| 3 | Simon Property | 68.97 Bn | 70.18 Bn | - | - |
| 4 | Realty Income | 51.22 Bn | 53.60 Bn | - | 5.36% |
| 5 | Public Storage | 49.85 Bn | 48.94 Bn | - | - |
| 6 | Ventas | 43.09 Bn | 42.28 Bn | - | - |
| 7 | Extra Space Storage | 28.15 Bn | 28.15 Bn | 642.43 Mn | - |
| 8 | Vici Properties | 24.95 Bn | 23.07 Bn | 1.05 Bn | - |
| 9 | Vivmark Residential | 22.41 Bn | 22.60 Bn | - | 8.87% |
| 10 | Wheeler Real Estate Investment Trust | 144,343.17 | 27.13 Mn | - | 7.55% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |
| Sep 30, 2019 | -0.18% |
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();