Boardwalk Real Estate Investment Trust Ownership

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

Recent Insider Transactions

OTCPK:BOWF.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Dec 24	BuyUS$29,387	Scott Morrison	Individual	650	US$45.21
14 Nov 24	BuyUS$42,307	Scott Morrison	Individual	850	US$49.77
09 Sep 24	SellUS$522,839	James Ha	Individual	8,100	US$64.55
03 Sep 24	SellUS$318,537	Gary Goodman	Individual	5,000	US$63.71

Insider Trading Volume

Insider Buying: BOWF.F insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BOWF.F?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	81,187	0.164%
Private Companies	8,675,000	17.5%
Institutions	19,764,094	40%
General Public	20,914,462	42.3%

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

Top Shareholders

Top 25 shareholders own 50.42% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.6%	Boardwalk Properties Company Limited	8,675,000	US$420.9m	0%	no data
4.39%	BlackRock, Inc.	2,169,350	US$105.2m	14.4%	no data
3.81%	The Vanguard Group, Inc.	1,885,416	US$91.5m	0%	no data
3.17%	FMR LLC	1,565,799	US$76.0m	0.01%	no data
3.08%	1832 Asset Management L.P.	1,523,275	US$73.9m	0%	0.09%
2.18%	IG Investment Management, Ltd.	1,075,482	US$52.2m	-21.4%	0.12%
1.75%	TD Asset Management, Inc.	862,772	US$41.9m	0%	0.03%
1.6%	EdgePoint Investment Group Inc.	791,344	US$38.4m	0%	0.18%
1.42%	American Century Investment Management Inc	702,894	US$34.1m	0.02%	0.01%
1.06%	BMO Asset Management Corp.	522,013	US$25.3m	2.01%	0.01%
1.03%	CIBC Asset Management Inc.	508,979	US$24.7m	-14.8%	0.05%
0.93%	CI Global Asset Management	460,017	US$22.3m	-46.5%	0.04%
0.93%	Middlefield Capital Corporation	459,000	US$22.3m	0%	1.46%
0.88%	Mackenzie Financial Corporation	434,126	US$21.1m	0.06%	0.02%
0.85%	Victory Capital Management Inc.	419,005	US$20.3m	-0.78%	0.02%
0.84%	T. Rowe Price Group, Inc.	414,801	US$20.1m	-1.72%	no data
0.78%	RREEF America L.L.C.	387,883	US$18.8m	7.17%	0.1%
0.64%	Dimensional Fund Advisors LP	316,154	US$15.3m	-0.01%	no data
0.56%	Global Alpha Capital Management Ltd.	278,699	US$13.5m	0%	0.33%
0.56%	Russell Investment Management, LLC	277,967	US$13.5m	-1.89%	0.01%
0.55%	DWS Investment Management Americas, Inc.	269,656	US$13.1m	-4.33%	0.05%
0.52%	Picton Mahoney Asset Management	257,303	US$12.5m	0.48%	0.33%
0.47%	Daiwa Asset Management Co., Ltd.	231,775	US$11.2m	0%	0.01%
0.45%	Norges Bank Investment Management	222,287	US$10.8m	0%	no data
0.44%	ATB Investment Management Inc.	215,795	US$10.5m	0%	0.16%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 12:32
End of Day Share Price	2024/12/20 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

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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

Boardwalk Real Estate Investment Trust is covered by 24 analysts. 6 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
Michael Markidis	BMO Capital Markets Equity Research
Karine MacIndoe	BMO Capital Markets Equity Research
Christopher Koutsikaloudis	Canaccord Genuity