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WHARF REIC
01997
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Overview
Overview
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
64.58%
Public and others
35.36%
Individuals & Insiders
0.06%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Wheelock and Company Limited
47.26%
1.43B
0.00%
+0
12/31/2025
The Wharf (Holdings) Limited
4.18%
126.96M
0.00%
+0
12/31/2025
BlackRock, Inc.
2.52%
76.65M
0.02%
+503.16K
09/30/2026
Vanguard Capital Management, LLC
2.20%
66.75M
0.03%
+930.71K
09/30/2026
JP Morgan Asset Management
1.02%
30.85M
0.07%
+2.05M
09/30/2026
Hermes Investment Management Limited
0.94%
28.51M
0.78%
+23.79M
06/30/2026
Norges Bank Investment Management
0.89%
26.91M
<0.01%
-44.36K
06/30/2026
Hang Seng Investment Management Limited
0.60%
18.37M
0.05%
-1.52M
10/02/2026
Foord Asset Management Guernsey Ltd
0.50%
15.27M
0.02%
+736.00K
06/30/2026
Geode Capital Management, LLC
0.43%
13.00M
<0.01%
+90.14K
08/31/2026
Dimensional Fund Advisors LP
0.23%
7.00M
<0.01%
+42.43K
09/30/2026
State Street Investment Management
0.22%
6.66M
0.01%
+357.00K
09/30/2026
Vanguard Asset Management, Limited
0.22%
6.60M
<0.01%
+122.30K
08/31/2026
Charles Schwab Investment Management, Inc.
0.22%
6.57M
0.02%
-547.37K
10/01/2026
UBS Asset Management AG
0.20%
6.02M
<0.01%
-29.00K
07/31/2026
T. Rowe Price Group, Inc.
0.17%
5.25M
0.04%
-1.17M
09/30/2026
Vanguard Investments Australia Limited
0.16%
4.93M
<0.01%
-48.79K
09/30/2026
HSBC Global Asset Management (UK) Limited
0.15%
4.58M
0.01%
+406.25K
10/01/2026
CSOP Asset Management Limited
0.14%
4.37M
0.07%
+2.02M
10/02/2026
American Century Investment Management Inc
0.14%
4.35M
0.01%
+410.00K
09/30/2026