Warehouse REIT plc

LSE:WHR Stock Report

Market Cap: UK£446.1m

Warehouse REIT Ownership

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

Recent Insider Transactions

LSE:WHR Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
13 Mar 25SellUK£12,414Close Asset Management LimitedCompany12,000UK£1.03
12 Mar 25BuyUK£3,916State Street Global Advisors, Inc.Company3,730UK£1.05
12 Mar 25SellUK£8,320BRI Asset Management plcCompany8,119UK£1.02
11 Mar 25BuyUK£587,944Threadneedle Asset Management Holdings Ltd.Company570,820UK£1.03
11 Mar 25BuyUK£50,119Jefferies Group LLC, Asset Management ArmCompany48,472UK£1.03
11 Mar 25SellUK£18,505Jefferies Group LLC, Asset Management ArmCompany17,897UK£1.03
11 Mar 25SellUK£2,044Evelyn Partners Group LimitedCompany1,965UK£1.04
11 Mar 25SellUK£199,051BlackRock, Inc.Company192,879UK£1.03
10 Mar 25BuyUK£125,674Jefferies Group LLC, Asset Management ArmCompany123,518UK£1.02
10 Mar 25BuyUK£5,285Charles Stanley & Co. Ltd, Asset Management ArmCompany5,266UK£1.00
10 Mar 25SellUK£958BlackRock, Inc.Company966UK£0.99
10 Mar 25SellUK£36,228Jefferies Group LLC, Asset Management ArmCompany35,518UK£1.02
10 Mar 25SellUK£10,100Evelyn Partners Group LimitedCompany10,000UK£1.01
07 Mar 25BuyUK£49,969Jefferies Group LLC, Asset Management ArmCompany51,019UK£0.98
07 Mar 25SellUK£3,273BlackRock, Inc.Company3,299UK£0.99
07 Mar 25SellUK£50,611Jefferies Group LLC, Asset Management ArmCompany51,019UK£0.99
07 Mar 25SellUK£11,400Evelyn Partners Group LimitedCompany12,000UK£0.95
06 Mar 25BuyUK£117,441Jefferies Group LLC, Asset Management ArmCompany121,802UK£0.96
06 Mar 25SellUK£931BlackRock, Inc.Company966UK£0.96
06 Mar 25SellUK£11,875Evelyn Partners Group LimitedCompany12,500UK£0.95
06 Mar 25SellUK£46,376Jefferies Group LLC, Asset Management ArmCompany47,909UK£0.97
05 Mar 25BuyUK£117,360Metage Capital LimitedCompany120,000UK£0.98
05 Mar 25BuyUK£6,875BlackRock, Inc.Company7,080UK£0.97
05 Mar 25BuyUK£313,191Jefferies Group LLC, Asset Management ArmCompany319,583UK£0.98
05 Mar 25SellUK£6,790Evelyn Partners Group LimitedCompany7,000UK£0.97
05 Mar 25SellUK£2,901Close Asset Management LimitedCompany3,000UK£0.97
05 Mar 25SellUK£355,809Jefferies Group LLC, Asset Management ArmCompany363,441UK£0.98
04 Mar 25BuyUK£54,350Evelyn Partners Group LimitedCompany55,000UK£0.99
04 Mar 25BuyUK£1,823,472Jefferies Group LLC, Asset Management ArmCompany1,801,850UK£1.01
04 Mar 25BuyUK£566,487Metage Capital LimitedCompany579,823UK£0.98
04 Mar 25BuyUK£1,456,498Nomura Holdings Inc, Securities & Investment ArmCompany1,486,677UK£0.98
04 Mar 25SellUK£17,500Evelyn Partners Group LimitedCompany17,500UK£1.00
04 Mar 25SellUK£1,816,300Jefferies Group LLC, Asset Management ArmCompany1,801,885UK£1.01
04 Mar 25SellUK£695,704Nomura Holdings Inc, Securities & Investment ArmCompany700,891UK£0.99

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 WHR?
Owner TypeNumber of SharesOwnership Percentage
Private Companies989,1220.233%
Public Companies1,474,3900.347%
Individual Insiders23,705,4245.58%
General Public25,575,5166.02%
Institutions373,116,79887.8%

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

Top Shareholders

Top 25 shareholders own 72.14% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.7%
Investec Wealth & Investment Limited
62,363,997UK£65.5m-7.18%0.79%
9.92%
Fidelity International Ltd
42,167,016UK£44.3m27.2%0.02%
6.26%
Evelyn Partners Investment Management LLP
26,612,973UK£27.9m-0.96%0.38%
5.59%
Evelyn Partners Group Limited
23,760,205UK£24.9m0%3.59%
3.83%
BlackRock, Inc.
16,276,204UK£17.1m-19.8%no data
2.94%
Columbia Management Investment Advisers, LLC
12,503,619UK£13.1m161%no data
2.92%
Simon Hope
12,407,697UK£13.0m0%no data
2.38%
Stephen Barrow
10,120,307UK£10.6m0%no data
2.15%
BRI Asset Management plc
9,124,471UK£9.6m-8.3%15.99%
2.13%
Legal & General Investment Management Limited
9,045,207UK£9.5m-7.51%no data
2.07%
Peel Hunt LLP., Asset Management Arm
8,800,405UK£9.2m-1.89%2.71%
1.79%
Royal London Asset Management Ltd.
7,615,240UK£8.0m-0.4%0.01%
1.62%
Charles Stanley & Co. Ltd, Asset Management Arm
6,895,431UK£7.2m-23.3%0.08%
1.61%
Rathbones Investment Management Limited
6,853,425UK£7.2m-8.28%0.02%
1.48%
Close Asset Management Limited
6,307,805UK£6.6m-21.4%0.07%
1.31%
Gravis Advisory Limited
5,581,234UK£5.9m98.3%1.35%
1.3%
State Street Global Advisors, Inc.
5,504,543UK£5.8m-6.67%no data
1.16%
Metage Capital Limited
4,917,107UK£5.2m0%27.29%
1.14%
West Yorkshire Pension Fund
4,824,840UK£5.1m0%0.12%
1.11%
Castellain Capital LLP
4,699,643UK£4.9m19.3%10.7%
1.07%
Walker Crips Investment Management Limited
4,554,022UK£4.8m0%23.8%
0.99%
Nomura Holdings Inc, Securities & Investment Arm
4,198,070UK£4.4m3,970%0.02%
0.96%
UBS Asset Management AG
4,070,669UK£4.3m84.6%no data
0.91%
The Vanguard Group, Inc.
3,848,750UK£4.0m-19.1%no data
0.81%
N.F.U. Mutual Unit Managers Limited
3,437,866UK£3.6m-7.28%0.09%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/16 03:07
End of Day Share Price 2025/03/14 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.

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 Github.

Analyst Sources

Warehouse REIT plc is covered by 8 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.

AnalystInstitution
Tom HorneBerenberg
Michael PrewJefferies LLC
James CarswellPeel Hunt LLP