Boardwalk Real Estate Investment Trust

TSX:BEI.UN Stock Report

Market Cap: CA$3.4b

Boardwalk Real Estate Investment Trust Ownership

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

Recent Insider Transactions

TSX:BEI.UN Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Dec 24BuyCA$42,095Scott MorrisonIndividual650CA$64.76
18 Dec 24BuyCA$19,983Samantha AdamsIndividual312CA$64.05
14 Nov 24BuyCA$59,288Scott MorrisonIndividual850CA$69.75
09 Sep 24SellCA$709,560James HaIndividual8,100CA$87.60
03 Sep 24SellCA$431,500Gary GoodmanIndividual5,000CA$86.30

Insider Trading Volume

Insider Buying: BEI.UN insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BEI.UN?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders81,4990.165%
Private Companies8,675,00017.5%
Institutions19,809,33140.1%
General Public20,868,91342.2%

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

Top Shareholders

Top 25 shareholders own 50.53% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
17.6%
Boardwalk Properties Company Limited
8,675,000CA$601.9m0%no data
4.38%
BlackRock, Inc.
2,166,715CA$150.3m14.5%no data
3.81%
The Vanguard Group, Inc.
1,883,014CA$130.6m-0.12%no data
3.29%
FMR LLC
1,624,184CA$112.7m0.01%no data
3.08%
1832 Asset Management L.P.
1,523,275CA$105.7m0%0.09%
2.24%
IG Investment Management, Ltd.
1,108,783CA$76.9m-20.9%0.13%
1.75%
TD Asset Management, Inc.
862,772CA$59.9m0%0.03%
1.6%
EdgePoint Investment Group Inc.
791,344CA$54.9m0%0.18%
1.39%
American Century Investment Management Inc
686,427CA$47.6m-2.32%0.01%
1.06%
BMO Asset Management Corp.
522,013CA$36.2m2.01%0.01%
1.03%
CIBC Asset Management Inc.
508,979CA$35.3m-14.8%0.05%
0.93%
Middlefield Capital Corporation
459,000CA$31.8m0%1.44%
0.92%
CI Global Asset Management
453,475CA$31.5m-47.3%0.04%
0.88%
Mackenzie Financial Corporation
434,126CA$30.1m0.06%0.02%
0.85%
Victory Capital Management Inc.
419,005CA$29.1m-0.78%0.02%
0.84%
T. Rowe Price Group, Inc.
414,433CA$28.8m-0.09%no data
0.78%
RREEF America L.L.C.
387,883CA$26.9m7.17%0.1%
0.62%
Dimensional Fund Advisors LP
307,854CA$21.4m-2.63%no data
0.56%
Global Alpha Capital Management Ltd.
278,699CA$19.3m0%0.33%
0.56%
Russell Investment Management, LLC
277,967CA$19.3m-1.89%0.01%
0.55%
DWS Investment Management Americas, Inc.
269,656CA$18.7m-4.33%0.05%
0.52%
Picton Mahoney Asset Management
256,903CA$17.8m0.32%0.33%
0.47%
Daiwa Asset Management Co., Ltd.
231,775CA$16.1m0%0.01%
0.45%
Norges Bank Investment Management
222,287CA$15.4m0%no data
0.44%
ATB Investment Management Inc.
215,795CA$15.0m0%0.16%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 21:26
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Boardwalk Real Estate Investment Trust is covered by 24 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.

AnalystInstitution
Michael MarkidisBMO Capital Markets Equity Research
Karine MacIndoeBMO Capital Markets Equity Research
Christopher KoutsikaloudisCanaccord Genuity