Chartwell Retirement Residences Ownership

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

Recent Insider Transactions

TSX:CSH.UN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
16 Sep 24	SellCA$502,628	Vlad Volodarski	Individual		31,872	CA$15.77
25 Mar 24	BuyCA$49,000	Gary Whitelaw	Individual		4,000	CA$12.25

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 CSH.UN?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	332,109	0.121%
Institutions	96,044,569	35.1%
General Public	177,365,591	64.8%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 13.9%.

Top Shareholders

Top 25 shareholders own 30.31% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.11%	RBC Global Asset Management Inc.	16,727,336	CA$259.4m	0%	0.11%
4.37%	The Vanguard Group, Inc.	11,961,318	CA$185.5m	0.75%	no data
3.5%	1832 Asset Management L.P.	9,581,459	CA$148.6m	0%	0.14%
2.81%	CI Global Asset Management	7,702,140	CA$119.4m	-0.24%	0.17%
1.58%	BlackRock, Inc.	4,320,024	CA$67.0m	2.71%	no data
1.54%	BMO Asset Management Corp.	4,209,364	CA$65.3m	1.57%	0.02%
1.12%	Janus Henderson Group plc	3,066,264	CA$47.5m	-20.4%	0.01%
0.93%	Middlefield Capital Corporation	2,535,000	CA$39.3m	0%	1.96%
0.93%	CIBC Asset Management Inc.	2,532,616	CA$39.3m	21.2%	0.06%
0.9%	LaSalle Investment Management Securities, LLC	2,471,109	CA$38.3m	29%	0.92%
0.85%	Mackenzie Financial Corporation	2,326,870	CA$36.1m	0.09%	0.03%
0.77%	American Century Investment Management Inc	2,108,031	CA$32.7m	12.1%	0.01%
0.68%	TD Asset Management, Inc.	1,847,811	CA$28.7m	0%	0.01%
0.55%	Guardian Capital LP	1,492,900	CA$23.1m	0%	0.37%
0.54%	PGIM, Inc.	1,471,054	CA$22.8m	8.19%	0.02%
0.45%	CBRE Investment Management Listed Real Assets LLC	1,231,795	CA$19.1m	-6.93%	0.18%
0.39%	Montrusco Bolton Investments Inc.	1,075,332	CA$16.7m	0%	0.1%
0.35%	Vision Capital Corporation	951,585	CA$14.8m	0%	2.49%
0.32%	Charles Schwab Investment Management, Inc.	884,408	CA$13.7m	-0.19%	no data
0.31%	Nuveen Investments, Inc.	852,914	CA$13.2m	3.98%	0.02%
0.27%	ATB Investment Management Inc.	748,647	CA$11.6m	0%	0.13%
0.27%	Geode Capital Management, LLC	748,586	CA$11.6m	0%	no data
0.27%	Connor, Clark & Lunn Investment Management Ltd.	736,890	CA$11.4m	0%	0.04%
0.27%	Russell Investment Management, LLC	732,111	CA$11.4m	0%	0.01%
0.24%	Cohen & Steers Capital Management, Inc.	661,300	CA$10.3m	0%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 12:05
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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

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 .

Analyst Sources

Chartwell Retirement Residences is covered by 17 analysts. 3 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
Karine MacIndoe	BMO Capital Markets Equity Research
Brendon Abrams	Canaccord Genuity
Yashwant Sankpal	CIBC Capital Markets