Charter Hall Long WALE REIT Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CLW?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	3,405,737	0.479%
Public Companies	5,957,813	0.838%
Private Companies	99,962,015	14.1%
Institutions	299,350,176	42.1%
General Public	302,303,172	42.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 55.28% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.9%	Charter Hall Funds Management Ltd.	77,184,757	AU$291.8m	0%	100.0%
10.7%	Trust Company Limited	76,283,709	AU$288.4m	-1.17%	no data
8.85%	The Vanguard Group, Inc.	62,956,033	AU$238.0m	0%	no data
6.54%	State Street Global Advisors, Inc.	46,470,768	AU$175.7m	18.5%	no data
4.96%	BlackRock, Inc.	35,281,641	AU$133.4m	0%	no data
2.22%	Pejr Investments Pty Ltd	15,780,550	AU$59.7m	0%	no data
1.74%	Netwealth Investments Ltd.	12,365,048	AU$46.7m	50.2%	0.31%
1.32%	Dimensional Fund Advisors LP	9,390,211	AU$35.5m	-0.1%	no data
1.03%	Norges Bank Investment Management	7,347,282	AU$27.8m	0%	no data
0.89%	Colonial First State Investments Limited	6,312,724	AU$23.9m	0%	0.15%
0.84%	Endeavour Group Limited	5,957,813	AU$22.5m	0%	no data
0.82%	Van Eck Associates Corporation	5,843,543	AU$22.1m	-2.8%	0.01%
0.5%	Franklin Resources, Inc.	3,547,585	AU$13.4m	-2.15%	no data
0.41%	IOOF Investment Management Limited	2,896,439	AU$10.9m	62.7%	0.32%
0.4%	Pivot Group Pty. Ltd.	2,852,585	AU$10.8m	-6.55%	no data
0.4%	Mirae Asset Global Investments Co., Ltd.	2,841,864	AU$10.7m	-0.04%	0.01%
0.36%	David Gonski	2,559,140	AU$9.7m	0%	no data
0.36%	Artmax Investments Limited	2,545,171	AU$9.6m	0%	no data
0.35%	Halibery Hotels Pty Ltd	2,500,000	AU$9.5m	0%	no data
0.34%	BetaShares Capital Limited	2,440,479	AU$9.2m	4.16%	0.03%
0.34%	abrdn plc	2,385,761	AU$9.0m	0%	no data
0.29%	Nt-Comnwlth Super Corp	2,072,585	AU$7.8m	0%	0.07%
0.27%	Allianz Asset Management GmbH	1,953,337	AU$7.4m	0%	no data
0.23%	UBS Asset Management AG	1,662,244	AU$6.3m	-4.34%	no data
0.22%	Asset Management One Co., Ltd.	1,593,025	AU$6.0m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 13:50
End of Day Share Price	2024/12/19 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Charter Hall Long WALE REIT is covered by 14 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Russell Wright	Barclay Pearce Capital Pty Limited
Benjamin Brayshaw	Barrenjoey Markets Pty Limited
Mollie Urquhart	Barrenjoey Markets Pty Limited