H&R Real Estate Investment Trust Ownership

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

Recent Insider Transactions

OTCPK:HRUF.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
20 Dec 24	BuyUS$36,218	Robyn Kestenberg	Individual		5,532	US$6.55

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 HRUF.F?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	4,217,710	1.61%
Institutions	68,110,933	26%
General Public	189,686,949	72.4%

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

Top Shareholders

Top 25 shareholders own 25.25% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
4.99%	BlackRock, Inc.	13,069,557	US$91.1m	13.8%	no data
4.54%	The Vanguard Group, Inc.	11,895,780	US$83.0m	0.17%	no data
3.16%	RBC Global Asset Management Inc.	8,290,425	US$57.8m	-0.01%	0.03%
1.43%	Thomas Hofstedter	3,743,438	US$26.1m	0%	no data
1.28%	BMO Asset Management Corp.	3,353,009	US$23.4m	2.22%	0.01%
1.23%	TD Asset Management, Inc.	3,222,351	US$22.5m	0%	0.02%
1.2%	LaSalle Investment Management Securities, LLC	3,135,771	US$21.9m	21.6%	0.71%
0.79%	CBRE Investment Management Listed Real Assets LLC	2,072,423	US$14.5m	-0.21%	0.19%
0.77%	1832 Asset Management L.P.	2,017,356	US$14.1m	0%	0.02%
0.69%	Dimensional Fund Advisors LP	1,804,783	US$12.6m	0.35%	no data
0.64%	CI Global Asset Management	1,665,682	US$11.6m	-0.06%	0.02%
0.63%	Charles Schwab Investment Management, Inc.	1,640,681	US$11.4m	-0.2%	no data
0.61%	CIBC Asset Management Inc.	1,595,873	US$11.1m	-0.01%	0.02%
0.51%	Industrielle Alliance, Gestion de placements inc.	1,340,107	US$9.3m	-20.4%	0.13%
0.5%	Norges Bank Investment Management	1,307,295	US$9.1m	0%	no data
0.49%	IA Global Asset Management Inc.	1,279,500	US$8.9m	0%	0.12%
0.27%	Middlefield Capital Corporation	720,000	US$5.0m	0%	0.34%
0.24%	FMR LLC	621,350	US$4.3m	0%	no data
0.22%	Legal & General Investment Management Limited	564,432	US$3.9m	0%	no data
0.21%	Hillsdale Investment Management Inc.	547,219	US$3.8m	0%	0.17%
0.19%	Industrial Alliance Mutual Funds Inc.	495,016	US$3.5m	0%	0.31%
0.18%	UBS Asset Management AG	480,469	US$3.4m	2.31%	no data
0.18%	State Street Global Advisors, Inc.	466,879	US$3.3m	-2.3%	no data
0.18%	Connor, Clark & Lunn Investment Management Ltd.	462,217	US$3.2m	0%	0.01%
0.15%	Nomura Asset Management Co., Ltd.	380,276	US$2.7m	48.6%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/24 07:43
End of Day Share Price	2024/12/24 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

H&R Real Estate Investment Trust is covered by 16 analysts. 2 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
Karine MacIndoe	BMO Capital Markets Equity Research
Clarence Powell	BMO Capital Markets Equity Research
Shant Poladian	Canaccord Genuity