Schroder Real Estate Investment Trust Limited

LSE:SREI Stock Report

Market Cap: UK£237.2m

Schroder Real Estate Investment Trust 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 SREI?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders355,5790.0727%
Public Companies34,207,6246.99%
General Public210,678,96943.1%
Institutions243,868,40449.9%

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


Top Shareholders

Top 25 shareholders own 56.82% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13.9%
Schroder Investment Management Limited
67,842,383UK£32.9m0%0.03%
12.8%
Investec Wealth & Investment Limited
62,532,741UK£30.3m-18.6%0.35%
8.52%
Premier Fund Managers Ltd.
41,680,575UK£20.2m0%0.31%
6.99%
Lloyds Banking Group plc
34,207,624UK£16.6m0%no data
4.1%
Connor Broadley Ltd
20,061,091UK£9.7m-11.6%35.99%
2.95%
BlackRock, Inc.
14,407,462UK£7.0m1.48%no data
1.54%
Dimensional Fund Advisors LP
7,548,317UK£3.7m0.37%no data
1.17%
Witan Investment Services Limited
5,718,971UK£2.8m-82.3%2.59%
1.16%
The Vanguard Group, Inc.
5,650,200UK£2.7m-0.2%no data
0.76%
Orchard Street Investment Management LLP
3,735,000UK£1.8m0%37.57%
0.57%
Legal & General Investment Management Limited
2,805,675UK£1.4m0%no data
0.39%
Momentum Global Investment Management Ltd.
1,901,889UK£922.4k0%0.04%
0.37%
Deutsche Asset & Wealth Management
1,798,647UK£872.3k0%no data
0.22%
State Street Global Advisors, Inc.
1,059,009UK£513.6k-0.53%no data
0.19%
Asset Management One Co., Ltd.
945,406UK£458.5k0%no data
0.17%
HSBC Global Asset Management (UK) Limited
820,621UK£398.0k0%no data
0.15%
Janus Henderson Group plc
734,969UK£356.5k0%no data
0.14%
UBS Asset Management AG
694,782UK£337.0k0%no data
0.14%
Geode Capital Management, LLC
690,309UK£334.8k6.1%no data
0.12%
Aviva Investors UK Fund Services Limited
600,476UK£291.2k0%no data
0.11%
abrdn plc
559,183UK£271.2k0%no data
0.11%
Investec Wealth & Investment (Channel Islands) Ltd.
550,249UK£266.9k-9.05%0.59%
0.11%
Nomura Asset Management Co., Ltd.
540,000UK£261.9k0%no data
0.089%
Castlefield Investments
434,782UK£210.9k0%0.03%
0.081%
Rathbones Investment Management Limited
396,669UK£192.4k-99.5%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 08:02
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

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

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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

Schroder Real Estate Investment Trust Limited is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Duncan Stuart HallCavendish
Christopher BrownJ.P. Morgan
Robert JonesPanmure Liberum