Wheeler Real Estate Investment Trust (WHLRP) Invested Capital (2012 - 2026)
Wheeler Real Estate Investment Trust (WHLRP) posted Invested Capital of $490.8 million for Q2 2026, up 1.16% on a QoQ basis from $485.2 million in Q1 2026, and down 1.19% year-over-year from $496.7 million in Q2 2025.
Analysis
Wheeler Real Estate Investment Trust (WHLRP) Invested Capital (2012 - 2026) Analysis & Trends
Wheeler Real Estate Investment Trust has reported Invested Capital for 15 years, with the latest figure at $490.8 million in Q2 2026.
- On a quarterly basis, Invested Capital fell 1.19% year-over-year to $490.8 million in Q2 2026; TTM through Jun 2026 was $490.8 million, a 1.19% decrease from a year earlier, with the FY2025 full-year figure at $499.6 million, down 2.91% from the prior year.
- Invested Capital was $490.8 million for Q2 2026 at Wheeler Real Estate Investment Trust, up from $485.2 million in the prior quarter.
- The five-year high for Invested Capital was $522.4 million in Q4 2023, with the low at $328.1 million in Q1 2022.
- Average Invested Capital over 5 years is $485.4 million, with a median of $504.3 million recorded in 2023.
- The sharpest annual moves came in 2022 and 2023: Invested Capital dropped 7.17% in 2022, then soared 56.31% in 2023.
- Over 5 years, Invested Capital stood at $517.1 million in 2022, then advanced by 1.03% to $522.4 million in 2023, then slipped by 1.49% to $514.6 million in 2024, then dropped by 2.91% to $499.6 million in 2025, then declined by 1.77% to $490.8 million in 2026.
- The last three Invested Capital figures came in at $490.8 million (Q2 2026), $485.2 million (Q1 2026), and $499.6 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Simon Property | 18.05 Bn | 18.05 Bn | 1.76 Bn | 34.90 Bn |
| 2 | Kimco Realty | 15.78 Bn | 15.78 Bn | 455.67 Mn | 26.18 Bn |
| 3 | Federal Realty Investment Trust | 9.93 Bn | 9.93 Bn | 271.22 Mn | 6.40 Bn |
| 4 | Macerich | 6.33 Bn | 6.33 Bn | 171.77 Mn | 7.76 Bn |
| 5 | Kite Realty Group Trust | 5.27 Bn | 5.27 Bn | - | 5.71 Bn |
| 6 | Phillips Edison & Company | 4.87 Bn | 4.87 Bn | - | - |
| 7 | Tanger | 4.20 Bn | 4.20 Bn | - | 2.56 Bn |
| 8 | Curbline Properties | 3.13 Bn | 3.13 Bn | - | 2.69 Bn |
| 9 | Acadia Realty Trust | 2.69 Bn | 2.69 Bn | 14.03 Mn | 4.75 Bn |
| 10 | Wheeler Real Estate Investment Trust | 634,552.13 | 634,552.13 | 21.78 Mn | 490.79 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 490.79 Mn |
| Mar 31, 2026 | 485.16 Mn |
| Dec 31, 2025 | 499.64 Mn |
| Sep 30, 2025 | 515.22 Mn |
| Jun 30, 2025 | 496.71 Mn |
| Mar 31, 2025 | 495.25 Mn |
| Dec 31, 2024 | 514.64 Mn |
| Sep 30, 2024 | 479.50 Mn |
| Jun 30, 2024 | 510.58 Mn |
| Mar 31, 2024 | 515.30 Mn |
| Dec 31, 2023 | 522.40 Mn |
| Sep 30, 2023 | 487.05 Mn |
| Jun 30, 2023 | 508.90 Mn |
| Mar 31, 2023 | 512.90 Mn |
| Dec 31, 2022 | 517.06 Mn |
| Sep 30, 2022 | 522.39 Mn |
| Jun 30, 2022 | 335.45 Mn |
| Mar 31, 2022 | 328.13 Mn |
| Dec 31, 2021 | 337.09 Mn |
| Sep 30, 2021 | 373.42 Mn |