The major shareholders of Warehouse REIT (WHR) are primarily institutional investment firms, with Investec Wealth & Investment Ltd. holding the largest stake.
Major Institutional Shareholders of Warehouse REIT
As of the latest available data, the primary institutional investors holding significant shares in Warehouse REIT are detailed below. These entities represent a diverse range of asset managers and wealth management firms, reflecting institutional confidence in the REIT's portfolio of logistics and industrial properties.
| Holder | Shares (Millions) | % Held | As Of |
|---|---|---|---|
| Investec Wealth & Investment Ltd. | 67.38 | 15.86% | 18 Dec 2024 |
| Evelyn Partners Investment Management LLP | 24.25 | 5.71% | 28 Mar 2024 |
| FIL Investment Advisors (UK) Ltd. | 24.18 | 5.69% | 25 Jul 2024 |
| Columbia Threadneedle Asset Managers Ltd. | 17.71 | 4.17% | 28 Mar 2024 |
These major shareholders collectively represent a substantial portion of Warehouse REIT's ownership, influencing its strategic direction and governance. Institutional holdings like these are common for publicly traded Real Estate Investment Trusts (REITs), which often attract large investment funds due to their income-generating assets and specific tax treatments.
