IMMOFINANZ 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 IMO1?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,494,790	1.08%
Hedge Funds	7,381,761	5.35%
General Public	15,796,416	11.4%
Institutions	113,301,159	82.1%

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

Top Shareholders

Top 25 shareholders own 88.46% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
75.4%	CPI Property Group	104,004,581	€1.6b	0%	59.98%
5.35%	Petrus Advisers LLP	7,381,761	€110.7m	430%	50.05%
1.75%	Morgan Stanley, Investment Banking and Brokerage Investments	2,408,832	€36.1m	0%	no data
1.08%	Klaus Umek	1,494,490	€22.4m	817%	no data
0.97%	The Vanguard Group, Inc.	1,340,055	€20.1m	-0.08%	no data
0.93%	Susquehanna International Group, LLP, Asset Management Arm	1,287,455	€19.3m	-60.5%	0.03%
0.8%	UBS Asset Management AG	1,104,102	€16.6m	3.37%	no data
0.57%	BlackRock, Inc.	786,664	€11.8m	-0.29%	no data
0.47%	Goldman Sachs Group, Investment Banking and Securities Investments	646,983	€9.7m	0%	no data
0.25%	Dimensional Fund Advisors LP	341,568	€5.1m	4.8%	no data
0.23%	Norges Bank Investment Management	314,120	€4.7m	0%	no data
0.17%	Amundi Asset Management SAS	228,094	€3.4m	250%	no data
0.14%	Northern Trust Global Investments	192,022	€2.9m	1.27%	no data
0.069%	Erste Asset Management GmbH	94,700	€1.4m	0%	0.01%
0.066%	Deutsche Asset & Wealth Management	90,861	€1.4m	0%	no data
0.047%	FRS Financial Services GmbH	65,000	€975.0k	0%	52.68%
0.043%	Charles Schwab Investment Management, Inc.	59,157	€887.4k	0%	no data
0.023%	SEI Investments Management Corporation	32,013	€480.2k	0%	no data
0.022%	DBX Advisors LLC	30,644	€459.7k	10.8%	no data
0.022%	American Century Investment Management Inc	29,794	€446.8k	-0.01%	no data
0.019%	State Street Global Advisors, Inc.	26,452	€396.7k	15%	no data
0.017%	Geode Capital Management, LLC	24,088	€361.4k	0.22%	no data
0.017%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	23,975	€359.7k	0%	no data
0.016%	Mackenzie Financial Corporation	22,700	€340.5k	0.47%	no data
0.015%	Connor, Clark & Lunn Investment Management Ltd.	20,339	€305.1k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 16:44
End of Day Share Price	2024/12/27 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

IMMOFINANZ AG is covered by 19 analysts. 1 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
Michiel de Jonge	ABN AMRO Bank N.V.
Alda Kule Dale	AlphaValue
David Prescott	Barclays