HealthCo Healthcare and Wellness REIT Ownership

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

Recent Insider Transactions

ASX:HCW Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
19 Sep 25	BuyAU$108,935	The Vanguard Group, Inc.	Company	157,877	AU$0.69
19 Sep 25	SellAU$0	The Vanguard Group, Inc.	Company	17,467,640	AU$0.71
11 Sep 25	SellAU$21,674,368	The Vanguard Group, Inc.	Company	14,353,889	AU$1.51
05 Sep 25	BuyAU$11,506,950	The Vanguard Group, Inc.	Company	7,250,120	AU$1.59
19 Dec 24	BuyAU$101,701	Stephanie Lai	Individual	100,000	AU$1.04

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 HCW?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	2,228,269	0.405%
Individual Insiders	6,911,066	1.26%
Institutions	43,822,669	7.97%
Public Companies	124,905,802	22.7%
General Public	372,308,113	67.7%

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

Top Shareholders

Top 25 shareholders own 32.11% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
22.7%	HMC Capital Limited	124,905,802	AU$100.5m	0%	7.8%
3.23%	The Vanguard Group, Inc.	17,759,411	AU$14.3m	-57.9%	no data
1.71%	Netwealth Investments Ltd.	9,429,690	AU$7.6m	1.21%	0.05%
0.89%	Dimensional Fund Advisors LP	4,905,160	AU$3.9m	0.6%	no data
0.54%	Franklin Resources, Inc.	2,965,600	AU$2.4m	0%	no data
0.47%	Milford Asset Management, LTD	2,580,260	AU$2.1m	0%	0.02%
0.27%	Tarecq Aldaoud	1,500,000	AU$1.2m	0%	no data
0.22%	David Ogden	1,201,917	AU$967.5k	0%	no data
0.22%	Amanday Ogden	1,201,916	AU$967.5k	0%	no data
0.22%	Glengallan Investments Pty Ltd	1,188,249	AU$956.6k	0%	no data
0.2%	Christopher Roberts	1,105,259	AU$889.7k	0%	no data
0.19%	Premium Capital (Aust) Pty Ltd	1,040,020	AU$837.2k	-3.88%	no data
0.18%	UBS Asset Management AG	981,857	AU$790.4k	0%	no data
0.16%	Charles Schwab Investment Management, Inc.	884,116	AU$711.7k	0%	no data
0.14%	David Di Pilla	772,553	AU$621.9k	0%	no data
0.12%	Legal & General Investment Management Limited	649,963	AU$523.2k	0%	no data
0.1%	Nomura Asset Management Co., Ltd.	573,000	AU$461.3k	0%	no data
0.1%	Asset Management One Co., Ltd.	566,218	AU$455.8k	0%	no data
0.097%	BlackRock, Inc.	534,928	AU$430.6k	-81.7%	no data
0.079%	Joseph Carrozzi	435,612	AU$350.7k	5.08%	no data
0.077%	DBX Advisors LLC	426,202	AU$343.1k	2.75%	no data
0.067%	Stephanie Lai	368,285	AU$296.5k	0%	no data
0.055%	Sumitomo Mitsui Trust Asset Management Co., Ltd.	300,321	AU$241.8k	0%	no data
0.039%	Amundi Asset Management SAS	216,255	AU$174.1k	0%	no data
0.032%	Northern Trust Global Investments	174,541	AU$140.5k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/05 14:07
End of Day Share Price	2025/12/05 00:00
Earnings	2025/06/30
Annual Earnings	2025/06/30

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 Github.

Analyst Sources

HealthCo Healthcare and Wellness REIT is covered by 9 analysts. 6 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
Andrew MacFarlane	Bell Potter
Jeffrey Pehl	Goldman Sachs
Sholto Maconochie	Jefferies LLC