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Wheeler Real Estate Investment Trust, Inc. (WHLRD) Total Return Calculator with Dividends Reinvested

Wheeler Real Estate Investment Trust, Inc.

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The total return for Wheeler Real Estate Investment Trust, Inc. (WHLRD) stock is +13.24% over the past 12 months. So far it's up 0.65% this year. The 5-year total return is +112.33%, meaning $10,000 invested in WHLRD stock 5 years ago would be worth $21,233 today. Total return includes price appreciation plus reinvesting any dividends paid out.

If you invested $10,000 in WHLRD 1 year ago, it would be worth $11,499 today — you'd have gained $1,499.

With Dividends Reinvested$11,499+14.99%

Price Only (No DRIP)$11,499+14.99%

Period2025-06-02 → 2026-05-29

Price

Total Return (DRIP)

S&P 500

If You Invested $10,000 in WHLRD

1Y$11,324+$1,324 (+13.2%)13.2% CAGR

3Y$29,223+$19,223 (+192.2%)43.0% CAGR

5Y$21,233+$11,233 (+112.3%)16.3% CAGR

10Y$17,275+$7,275 (+72.7%)5.6% CAGR

15Y$17,275+$7,275 (+72.7%)3.7% CAGR

20Y$17,275+$7,275 (+72.7%)2.8% CAGR

30Y$17,275+$7,275 (+72.7%)1.8% CAGR

Wheeler Real Estate Investment Trust, Inc. did not pay dividends during this period. Total return = price return.

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As of 2026-05-31

Returns at a Glance

Period	Total Return	CAGR	Price Only	Div. Contrib.	$10K →
YTD	+0.65%	—	+0.65%	—	$10,065
1Y	+13.24%	13.24%	+13.24%	—	$11,324
3Y	+192.23%	42.97%	+192.23%	—	$29,223
5Y	+112.33%	16.25%	+112.33%	—	$21,233
10Y	+72.75%	5.62%	+55.00%	+17.75 pp	$17,275
15Y	+72.75%	3.71%	+55.00%	+17.75 pp	$17,275
20Y	+72.75%	2.77%	+55.00%	+17.75 pp	$17,275
30Y	+72.75%	1.84%	+55.00%	+17.75 pp	$17,275

Risk & Highlights

Best Year+108.77%2024

Worst Year-42.37%2018

Max Drawdown-18.02%2025-12-05 → 2026-03-23

Annual Returns

Year	Total Return	Price Return	Div.	S&P 500	vs S&P
2026YTD	+1.92%	+1.92%	—	+0.41%	+1.5pp
2025	+41.77%	+41.77%	—	+16.64%	+25.1pp
2024	+108.77%	+108.77%	—	+24.00%	+84.8pp
2023	-0.91%	-0.91%	—	+24.81%	-25.7pp
2022	-15.38%	-15.38%	—	-19.95%	+4.6pp

WHLRD underperformed the S&P 500 by 14.97pp over the past year (+13.24% vs +28.21%).

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WHLRD Peers' Total Return

Accurate peer set · 10 comparable names

Name	Mkt Cap	30D Rtn	YTD Total Rtn	1Y Total Rtn	Div Contrib	3Y Total Rtn	5Y Total Rtn	10Y Total Rtn
WHLRDWheeler Real Estate Investment Trust, Inc.	$4.1B	+8.7%	+0.6%	+13.2%	—	+192.2%	+112.3%	+72.7%
WHLRWheeler Real Estate Investment Trust, Inc.	$376M	-40.2%	-93.9%	-99.7%	—	-100.0%	-100.0%	+100.2%
NXRTNexPoint Residential Trust, Inc.	$737M	+2.8%	+0.1%	-9.1%	+6.1pp	-15.0%	-28.6%	+205.6%
PSTLPostal Realty Trust, Inc.	$809M	+8.7%	+46.0%	+73.3%	+7.0pp	+76.3%	+36.7%	+71.8%
MDRRMedalist Diversified REIT, Inc.	$14M	-2.1%	-11.0%	-4.9%	+2.3pp	+5.5%	-45.4%	-80.4%
SQFTPresidio Property Trust, Inc.	$3M	-24.9%	-21.9%	-52.8%	—	-59.7%	-78.7%	-75.9%
KIMKimco Realty Corporation	$16.2B	+1.9%	+21.3%	+17.6%	+4.8pp	+49.4%	+31.6%	+18.9%
SITCSITE Centers Corp.	$265M	-7.5%	-21.1%	+25.5%	+83.4pp	-64.5%	-70.3%	-77.4%
BRXBrixmor Property Group Inc.	$9.4B	+2.4%	+20.1%	+24.0%	+4.6pp	+71.2%	+53.1%	+60.8%
UEUrban Edge Properties	$2.8B	+4.4%	+18.6%	+27.1%	+4.3pp	+85.0%	+30.2%	+11.4%
WMTWalmart Inc.	$922.6B	-9.6%	+3.1%	+20.2%	+1.0pp	+143.2%	+153.9%	+423.1%

Compare:WHLRD vs WHLR WHLRD vs NXRT WHLRD vs PSTL WHLRD vs WHLR vs NXRT

About WHLRD Dividend Returns

Wheeler Real Estate Investment Trust, Inc. (WHLRD) is a dividend-paying stock. When dividends are reinvested through a DRIP (Dividend Reinvestment Plan), they purchase additional shares, which then generate their own dividends—creating a compounding effect that can significantly boost long-term returns.

How We Calculate Total Return

Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.

Frequently Asked Questions

Q1What is the total return of WHLRD over the past year?

Wheeler Real Estate Investment Trust, Inc. (WHLRD) delivered a total return of 13.24% over the past year when dividends are reinvested. The price-only return was 13.24%, meaning dividends contributed an additional 0.00 percentage points to total returns.

Q2How much would $10,000 invested in WHLRD be worth today?

A $10,000 investment in Wheeler Real Estate Investment Trust, Inc. one year ago would be worth $11,324 today with dividends reinvested (DRIP). Without reinvesting dividends, the same investment would be worth $11,324. Dividend reinvestment added $0 to the portfolio value.

Q3Does WHLRD pay dividends?

Yes, Wheeler Real Estate Investment Trust, Inc. (WHLRD) pays dividends. In the last year, WHLRD paid approximately $0.06 per share in dividends (0.16% yield). Reinvesting these dividends through a DRIP can significantly boost long-term returns — over 20+ years, dividend compounding can account for 30–50% of total returns for dividend-paying stocks.

Q4Did WHLRD beat the S&P 500?

No, Wheeler Real Estate Investment Trust, Inc. (WHLRD) underperformed the S&P 500 by 14.97 percentage points over the past year. WHLRD delivered a total return of 13.24%, compared to the S&P 500's 28.21%. This means a passive S&P 500 index fund outperformed WHLRD by 14.97pp during this period.

Q5What is WHLRD's worst drawdown?

Wheeler Real Estate Investment Trust, Inc. (WHLRD) experienced a maximum drawdown of -18.02% over the past year, declining from its peak on 2025-12-05 to its trough on 2026-03-23. The stock has not yet fully recovered to its prior peak. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.

Q6What is WHLRD's long-term total return over 10, 20, or 30 years?

Here are Wheeler Real Estate Investment Trust, Inc. (WHLRD)'s long-term returns with dividends reinvested. Over 10 years, the total return is 72.7% (5.6% CAGR) — $10,000 would have grown to $17,275. Over 20 years: 72.7% total return (2.8% CAGR) — $10,000 → $17,275. Over 30 years: 72.7% total return (1.8% CAGR) — $10,000 → $17,275. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.

Q7What was WHLRD's best and worst year?

Wheeler Real Estate Investment Trust, Inc.'s best calendar year was 2024 with a total return of 108.8%. Its worst year was 2018 with a total return of -42.4%. This range shows the volatility investors should expect — the difference between the best and worst year is 151.1 percentage points.

How much would $100/month in WHLRD be worth today?

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