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NASDAQ · Real Estate

Invest in Wheeler Real Estate Investment Trust stock from India

Indian and foreign residents can buy Wheeler Real Estate Investment Trust (WHLRD) shares directly through Paasa.

By Paasa · Updated

Wheeler Real Estate Investment Trust at a glance

Price
$36.25-$0.25 (0.68%)
Market cap
$3.02M
Day range
$36.25 – $36.25
P/E
1.13
Dividend yield
None
Volume
204.00
1 month
+0.00%
6 months
-2.55%
YTD
-4.73%
1 year
-0.41%
5 years
+115.13%

Live chart and statistics

Wheeler Real Estate Investment Trust statements, FY2021–FY2025

Fiscal year20252024202320222021
Revenue$99.4M$104.6M$102.3M$76.6M$61.3M
Gross profit$66.4M$69.5M$67.5M$50.9M$41.7M
Operating income$31.7M$37.5M$29.4M$24.6M$19.5M
Net income$8.8M−$9.6M−$4.7M−$12.5M−$9.4M
Earnings per share$8.20−$54,720.00−$25,064.17−$36,746.86−$28,020.77
EBITDA$68.9M$55.6M$62.3M$32.5M$38.5M
Total assets$601.7M$653.7M$668.3M$684.5M$465.3M
Total debt$483.7M$503.9M$505.7M$506.5M$349.7M
Cash and short-term investments$48.1M$43.0M$18.4M$28.5M$22.9M
Shareholders' equity$63.4M$59.3M$75.4M$86.4M$94.4M
Operating cash flow$21.1M$26.0M$20.9M$30.8M$17.0M
Free cash flow$4.0M$3.5M$913.0K$22.2M$10.6M
Capital expenditure−$17.1M−$22.5M−$20.0M−$8.5M−$6.4M

Fiscal years as reported, the latest ending 31 Dec 2025. Figures in USD; a dash means the provider reported nothing for that line.

Peer comparison

CompanyTickerPriceMarket cap
XChange TECXHG$1.97$101.55M
Creative Media & Community TrustCMCT$1.92$5.66M
New Concept EnergyGBR$0.74$3.82M
Power REITPW$6.92$2.54M
GauchoVINO$2.00$1.89M
MDJMUOKA$0.42$604.38K
Ucommune InternationalUK$1.97$394.10K
Safe and Green DevelopmentSGD$0.16$340.01K

Peers as grouped by the data provider. This is not an investment recommendation.

Analyst price targets

Low
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High
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Median
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Consensus
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Ratings: 3 buy · 2 hold · 0 sell. Consensus: Buy.

Published sell-side 12-month targets in USD, aggregated by the data provider. They are not Paasa's view and not a forecast.

How to invest in Wheeler Real Estate Investment Trust from India

  1. Step 1

    Open your Paasa account

    KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Step 2

    Add funds from your Indian bank account

    Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.

  3. Step 3

    Search WHLRD and buy

    Find Wheeler Real Estate Investment Trust by name or by its ticker, WHLRD, and place your order. Fractional shares are available and there is no minimum trade size, so you can buy by amount instead of whole shares.

Why invest in Wheeler Real Estate Investment Trust from India

What Wheeler Real Estate Investment Trust does

Wheeler Real Estate Investment Trust, Inc. (WHLR), a NASDAQ-listed entity, is a self-administered and comprehensive commercial real estate investment company situated in Virginia Beach, VA. The company's core business involves acquiring, owning, and managing revenue-generating retail assets, with a particular concentration on shopping centers anchored by grocery stores. Wheeler Real Estate Investment Trust operates in the REIT - Retail industry within the Real Estate sector.

Hold a dollar asset

Wheeler Real Estate Investment Trust shares are priced in US dollars, so a weaker rupee adds to what they're worth in rupees. The rupee depreciated over 85% against the dollar between 2010 and 2025.

Buy a fraction of a share

Buy by amount, not by share, and get the matching fraction of one Wheeler Real Estate Investment Trust share. There is no minimum trade size.

Paasa handles the paperwork

Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.

Planning to hold more than $60,000 in US stocks? Here's what US estate tax means for you.

US-listed shares held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family.

There are two ways to plan for it: keep the right estate documentation in place, or get your real estate exposure through a UCITS ETF instead, which sits outside US estate tax.

How US estate tax works See UCITS options

Frequently asked questions

Can I buy Wheeler Real Estate Investment Trust stock from India?

Yes. Indian residents and NRIs can buy Wheeler Real Estate Investment Trust (WHLRD) shares directly through Paasa. Wheeler Real Estate Investment Trust is listed on NASDAQ, in the REIT - Retail industry. Your money leaves India under the RBI's Liberalised Remittance Scheme and the shares are held in your own name at Interactive Brokers.

Do I need to buy a full Wheeler Real Estate Investment Trust share?

No. You can buy part of one Wheeler Real Estate Investment Trust share and add to your position over time. One share is $36.25, and you can buy whole shares or any fraction; there is no minimum trade size.

How are Wheeler Real Estate Investment Trust dividends taxed for Indian investors?

Wheeler Real Estate Investment Trust does not currently pay a dividend, so there is nothing to withhold or declare today. If it starts paying one, the US withholds 25% tax on dividends before they reach you; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit when you file in India, and dividends are taxed at your slab rate in India.

What tax do I pay in India when I sell Wheeler Real Estate Investment Trust shares?

The US does not levy capital gains tax on shares for Indian residents. In India, gains on shares held for more than 24 months are long-term and taxed at 12.5%, and gains on shares held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the USD/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.

What happens to my Wheeler Real Estate Investment Trust shares if I pass away?

US-listed shares held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family. There are two ways to plan for it: keep the right estate documentation in place, or get your real estate exposure through a UCITS ETF instead, which sits outside US estate tax. Paasa's US estate tax calculator shows the exposure for a given portfolio value.

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