Home Reit 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 65Z?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	161,050	0.0198%
Public Companies	2,030,911	0.25%
Private Companies	3,030,501	0.373%
Institutions	808,103,429	99.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 40.8%.

Top Shareholders

Top 25 shareholders own 80.73% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.8%	M&G Investment Management Limited	124,739,763	€54.0m	2.22%	0.12%
12.5%	BlackRock, Inc.	98,664,972	€42.7m	23.8%	no data
5.73%	Liontrust Asset Management PLC	45,273,414	€19.6m	-0.21%	0.08%
5.51%	Sarasin & Partners LLP	43,597,968	€18.9m	6.35%	0.14%
4.04%	Rathbone Investment Management Limited	31,949,465	€13.8m	-21.7%	0.05%
3.79%	Legal & General Investment Management Limited	29,966,855	€13.0m	28.5%	no data
3.56%	Charles Stanley & Co. Ltd, Asset Management Arm	28,111,415	€12.2m	-9.49%	0.11%
2.78%	West Yorkshire Pension Fund	22,000,000	€9.5m	0%	0.19%
2.54%	State Street Global Advisors, Inc.	20,088,630	€8.7m	259%	no data
2.35%	UBS Asset Management AG	18,587,293	€8.0m	62%	no data
2.18%	Barclays PLC Private Banking & Investment Banking Investment	17,215,161	€7.4m	0%	0.01%
2.09%	J.M. Finn & Co. Ltd.	16,530,555	€7.2m	-32.9%	0.14%
1.94%	abrdn plc	15,372,045	€6.7m	15.8%	0.01%
1.89%	The Vanguard Group, Inc.	14,949,429	€6.5m	-21.2%	no data
1.87%	BNY Mellon Asset Management	14,822,110	€6.4m	57.5%	no data
1.86%	Wesleyan Unit Trust Managers Limited	14,701,011	€6.4m	0.68%	0.2%
1.52%	South Yorkshire Pensions Authority (SYPA)	12,000,000	€5.2m	0%	3.31%
1.42%	London Wealth Management Limited	11,200,788	€4.8m	2.1%	0.29%
1.38%	Redmayne Bentley LLP, Asset Management Arm	10,930,784	€4.7m	0%	26.51%
1.35%	Close Asset Management Limited	10,695,010	€4.6m	-3.73%	0.05%
1.22%	Waverton Investment Management Ltd.	9,663,428	€4.2m	42.6%	0.09%
0.9%	Rowan Dartington & Co. Ltd., Asset Management Arm	7,129,213	€3.1m	23.9%	0.3%
0.88%	State Street Global Advisors Limited	6,933,811	€3.0m	-1.71%	0.01%
0.86%	AXA Investment Managers S.A.	6,759,425	€2.9m	82.7%	0.01%
0.8%	CG Asset Management Limited	6,344,033	€2.7m	-2.88%	0.64%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/04/02 02:02
End of Day Share Price	2023/01/03 00:00
Earnings	2022/02/28
Annual Earnings	2021/08/31

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

Home Reit Plc is covered by 0 analysts. 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