Wharf Real Estate Investment Company Limited

OTCPK:WHRE.Y Stock Report

Market Cap: US$8.6b

Wharf Real Estate Investment 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 WHRE.Y?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,762,0740.058%
Private Companies43,668,0001.44%
General Public1,020,363,17333.6%
Institutions1,970,434,08064.9%

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


Top Shareholders

Top 25 shareholders own 64.69% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
47.3%
Wheelock and Company Limited
1,434,948,651US$4.1b3.19%39.69%
4.85%
BlackRock, Inc.
147,159,186US$416.2m-0.37%0.01%
4.18%
The Wharf (Holdings) Limited
126,962,000US$359.1m0%26.75%
2.26%
The Vanguard Group, Inc.
68,667,273US$194.2m0.23%no data
1.44%
Wharf Estates Singapore Pte. Ltd.
43,668,000US$123.5m0%no data
0.84%
T. Rowe Price Group, Inc.
25,595,100US$72.4m77.1%0.01%
0.84%
State Street Global Advisors, Inc.
25,505,860US$72.1m-1.82%no data
0.53%
Norges Bank Investment Management
15,980,457US$45.2m0%no data
0.36%
Geode Capital Management, LLC
10,810,237US$30.6m-0.43%no data
0.33%
Foord Asset Management Guernsey Ltd
10,000,000US$28.3m0%1.91%
0.19%
Hang Seng Investment Management Limited
5,793,293US$16.4m0%0.18%
0.17%
Charles Schwab Investment Management, Inc.
5,174,018US$14.6m0.42%no data
0.17%
Ninety One UK Limited
5,034,000US$14.2m0%0.02%
0.15%
CBRE Investment Management Listed Real Assets LLC
4,637,167US$13.1m1.67%0.19%
0.15%
JP Morgan Asset Management
4,533,975US$12.8m3.52%no data
0.13%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
4,016,748US$11.4m0.22%no data
0.12%
Northern Trust Global Investments
3,514,841US$9.9m0%no data
0.11%
UBS Asset Management AG
3,489,835US$9.9m5.6%no data
0.11%
Dimensional Fund Advisors LP
3,469,739US$9.8m5.45%no data
0.11%
China Asset Management Co. Ltd.
3,333,000US$9.4m0%0.01%
0.092%
China Asset Management (Hong Kong) Limited
2,787,326US$7.9m10.1%0.28%
0.089%
Legal & General Investment Management Limited
2,700,376US$7.6m0%no data
0.074%
PGIM, Inc.
2,239,484US$6.3m-49.2%0.01%
0.072%
AXA Investment Managers S.A.
2,178,274US$6.2m0%0.01%
0.063%
DBX Advisors LLC
1,916,120US$5.4m2.72%0.03%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/06/10 08:52
End of Day Share Price 2024/03/13 00:00
Earnings2023/12/31
Annual Earnings2023/12/31

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.

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

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.

AnalystInstitution
Karl ChoiBofA Global Research
Siu-Fung LungCCB International Securities Limited
Wei OngCFRA Equity Research