Institutions’ substantial holdings in Schroder European Real Estate Investment Trust implies that they have significant influence over the company’s share price
52% of the business is held by the top 7 shareholders
Using data from company’s past performance alongside ownership research, one can better assess the future performance of a company
Every investor in Schroder European Real Estate Investment Trust Plc (LON:SERE) should be aware of the most powerful shareholder groups. With 73% stake, institutions possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).
Because institutional owners have a huge pool of resources and liquidity, their investing decisions tend to carry a great deal of weight, especially with individual investors. Therefore, a good portion of institutional money invested in the company is usually a huge vote of confidence on its future.
Let’s delve deeper into each type of owner of Schroder European Real Estate Investment Trust, beginning with the chart below.
Check out our latest analysis for Schroder European Real Estate Investment Trust
LSE:SERE Ownership Breakdown March 8th 2025
Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it’s included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.
As you can see, institutional investors have a fair amount of stake in Schroder European Real Estate Investment Trust. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. When multiple institutions own a stock, there’s always a risk that they are in a ‘crowded trade’. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Schroder European Real Estate Investment Trust’s historic earnings and revenue below, but keep in mind there’s always more to the story.
LSE:SERE Earnings and Revenue Growth March 8th 2025
Since institutional investors own more than half the issued stock, the board will likely have to pay attention to their preferences. Hedge funds don’t have many shares in Schroder European Real Estate Investment Trust. Brewin Dolphin Wealth Management Limited is currently the company’s largest shareholder with 13% of shares outstanding. The second and third largest shareholders are Schroder Investment Management Limited and Platform Capital Holdings Ltd., Asset Management Arm, with an equal amount of shares to their name at 8.3%.
We did some more digging and found that 7 of the top shareholders account for roughly 52% of the register, implying that along with larger shareholders, there are a few smaller shareholders, thereby balancing out each others interests somewhat.
While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. While there is some analyst coverage, the company is probably not widely covered. So it could gain more attention, down the track.
The definition of an insider can differ slightly between different countries, but members of the board of directors always count. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.
Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.
Our most recent data indicates that insiders own less than 1% of Schroder European Real Estate Investment Trust Plc. It seems the board members have no more than UK£33k worth of shares in the UK£88m company. Many tend to prefer to see a board with bigger shareholdings. A good next step might be to take a look at this free summary of insider buying and selling.
The general public, who are usually individual investors, hold a 19% stake in Schroder European Real Estate Investment Trust. While this group can’t necessarily call the shots, it can certainly have a real influence on how the company is run.
We can see that public companies hold 7.4% of the Schroder European Real Estate Investment Trust shares on issue. This may be a strategic interest and the two companies may have related business interests. It could be that they have de-merged. This holding is probably worth investigating further.
I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. To that end, you should learn about the 3 warning signs we’ve spotted with Schroder European Real Estate Investment Trust (including 1 which is a bit unpleasant) .
If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this free report showing analyst forecasts for its future.
NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
