Form D · REITS and Finance
Wheeler Real Estate Investment Trust, Inc.
Virginia Beach, VA · CIK 0001527541
Offering snapshot reported Jan 24, 2018 · SEC filing
- Reported sold
- $1.13M Offering amount: $1.13M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 18, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 24, 2018 | Initial | $1,129,500 | No comparison | 1 | SEC filing |
| Apr 15, 2016 | Initial | $600 | No comparison | 1 | SEC filing |
| Mar 24, 2015 | Initial | $93,000,000 | No comparison | 63 | SEC filing |
| Feb 10, 2014 | Amendment | $12,160,000 | $2,160,000vs Dec 19, 2013 | 22 | SEC filing |
| Dec 19, 2013 | Initial | $10,000,000 | No comparison | 8 | SEC filing |
| Jun 20, 2013 | Initial | $4,500,000 | No comparison | 21 | SEC filing |
| Apr 23, 2012 | Initial | $265,000 | No comparison | 3 | SEC filing |
| Feb 8, 2012 | Initial | $229,000 | No comparison | 10 | SEC filing |
| Aug 17, 2011 | Initial | $505,000 | No comparison | 16 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-303961
The issuer issued $1,129,500 of its common stock to a seller of real estate as partial consideration of the purchase price.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None |
Source: Form D, filed Jan 24, 2018. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Steven M. Belote | Executive |
| Stewart J. Brown | Director |
| Christopher J. Ettel | Director |
| Wilkes J. Graham | Executive |
| Robin Hanisch | Executive |
| Kurt R. Harrington | Director |
| Warren Harris | Director |
| David Kelly | Director, Executive |
| William W. King | Director |
| Sanjay Madhu | Director |
| John P. Mc Auliffe | Director |
| Carl B. Mc Gowan, Jr. | Director |
| Ann L. Mc Kinney | Director, Executive |
| John Sweet | Director, Executive |
| Jon S. Wheeler | Director, Executive |
| Jeffrey Zwerdling | Director |
| Jeff Zwerdling | Director, Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
Riversedge North 2529 Virginia Beach Blvd., Suite 200
Virginia Beach, VA, 23452
Virginia Beach, VA, 23452