Wharf Real Estate Investment Ownership

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

Recent Insider Transactions

DB:4WF Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Jun 24	Sell€1,323,046	BlackRock, Inc.	Company	534,650	€2.47
05 Jun 24	Buy€4,489,169	BlackRock, Inc.	Company	1,694,000	€2.65
04 Jun 24	Sell€4,216,067	BlackRock, Inc.	Company	1,588,508	€2.65
31 May 24	Buy€6,939,436	BlackRock, Inc.	Company	2,588,000	€2.68

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 4WF?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,762,074	0.058%
Private Companies	43,668,000	1.44%
General Public	1,010,217,545	33.3%
Institutions	1,980,579,708	65.2%

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

Top Shareholders

Top 25 shareholders own 64.99% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
47.3%	Wheelock and Company Limited	1,434,948,651	€3.4b	0%	37.95%
4.82%	BlackRock, Inc.	146,423,961	€351.9m	0.06%	0.01%
4.18%	The Wharf (Holdings) Limited	126,962,000	€305.2m	0%	23.89%
2.33%	The Vanguard Group, Inc.	70,601,467	€169.7m	-0.01%	no data
1.44%	Wharf Estates Singapore Pte. Ltd.	43,668,000	€105.0m	0%	no data
0.9%	State Street Global Advisors, Inc.	27,314,634	€65.7m	-0.48%	no data
0.82%	Norges Bank Investment Management	24,936,071	€59.9m	0%	no data
0.48%	Geode Capital Management, LLC	14,427,024	€34.7m	0.04%	no data
0.45%	Foord Asset Management Guernsey Ltd	13,673,000	€32.9m	0%	2.48%
0.27%	T. Rowe Price Group, Inc.	8,292,791	€19.9m	-53.9%	no data
0.21%	Cohen & Steers Capital Management, Inc.	6,374,000	€15.3m	37,400%	0.03%
0.2%	Charles Schwab Investment Management, Inc.	6,168,064	€14.8m	6.83%	no data
0.19%	Hang Seng Investment Management Limited	5,827,093	€14.0m	0%	0.15%
0.17%	CBRE Investment Management Listed Real Assets LLC	5,254,552	€12.6m	-0.45%	0.18%
0.17%	UBS Asset Management AG	5,248,772	€12.6m	-1.8%	no data
0.16%	Dimensional Fund Advisors LP	4,965,261	€11.9m	0.09%	no data
0.15%	JP Morgan Asset Management	4,581,988	€11.0m	-0.3%	no data
0.13%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	4,045,748	€9.7m	-6.23%	no data
0.11%	Northern Trust Global Investments	3,470,841	€8.3m	0%	no data
0.1%	China Asset Management Co. Ltd.	3,186,000	€7.7m	0%	0.01%
0.098%	China Asset Management (Hong Kong) Limited	2,988,455	€7.2m	2.45%	0.26%
0.092%	Legal & General Investment Management Limited	2,785,376	€6.7m	0%	no data
0.082%	HSBC Global Asset Management (UK) Limited	2,478,179	€6.0m	3.98%	no data
0.081%	Principal Global Investors, LLC	2,450,000	€5.9m	-1.17%	no data
0.076%	Sjunde AP-fonden	2,318,745	€5.6m	0%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 09:20
End of Day Share Price	2024/12/20 00:00
Earnings	2024/06/30
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

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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

Wharf Real Estate Investment Company Limited is covered by 33 analysts. 14 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
Karl Choi	BofA Global Research
Siu-Fung Lung	CCB International Securities Limited
Wei Ong	CFRA Equity Research