Wheeler Real Estate Investment Trust, Inc. (WHLR) — Strategic Asset Allocation Index
Wheeler Real Estate Investment Trust, Inc. (WHLR) has a Strategic Asset Allocation Index of 25.8% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $24.41 Million) total $24.41 Million, measured against net assets of $94.69 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Wheeler Real Estate Investment Trust, Inc. Strategic Asset Allocation Index (2012–2025)
This chart shows how Wheeler Real Estate Investment Trust, Inc.'s Strategic Asset Allocation Index has evolved across 14 annual periods from 2012 to 2025. As of December 2025, the index stands at 25.8%, representing strategic assets of $24.41 Million against net assets of $94.69 Million USD. Explore Wheeler Real Estate Investment Trust, In (WHLR) cash conversion ratio to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Wheeler Real Estate Investment Trust, Inc. (2012–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Wheeler Real Estate Investment Trust, Inc. from 2012 to 2025, covering 14 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see WHLR company net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 25.8% | $24.41 Million | $- | $24.41 Million | $94.69 Million | ▲ +15.5 pp |
| 2024 | 10.3% | $12.03 Million | $- | $12.03 Million | $116.65 Million | ▲ +2.8 pp |
| 2023 | 7.5% | $10.69 Million | $- | $10.69 Million | $141.53 Million | ▼ -370.1 pp |
| 2022 | 377.7% | $576.11 Million | $576.11 Million | $0.00 | $152.55 Million | ▼ -36.7 pp |
| 2021 | 414.3% | $399.19 Million | $399.19 Million | $- | $96.35 Million | ▲ +53.7 pp |
| 2020 | 360.6% | $405.41 Million | $405.41 Million | $- | $112.41 Million | ▼ -1239.8 pp |
| 2019 | 1600.4% | $416.21 Million | $416.21 Million | $- | $26.01 Million | ▲ +1238.9 pp |
| 2018 | 361.5% | $438.14 Million | $433.14 Million | $5.00 Million | $121.21 Million | ▼ -192.5 pp |
| 2017 | 554.0% | $391.07 Million | $384.33 Million | $6.74 Million | $70.60 Million | ▲ +172.9 pp |
| 2016 | 381.1% | $400.88 Million | $388.88 Million | $12.00 Million | $105.19 Million | ▲ +158.7 pp |
| 2015 | 222.4% | $238.76 Million | $238.76 Million | $- | $107.37 Million | ▼ -64.2 pp |
| 2014 | 286.6% | $152.25 Million | $152.25 Million | $- | $53.12 Million | ▼ -110.8 pp |
| 2013 | 397.4% | $101.77 Million | $101.77 Million | $- | $25.61 Million | ▲ +397.4 pp |
| 2012 | 0.0% | $0.00 | $0.00 | $- | $16.23 Million | — |