EQS-PVR: IMMOFINANZ AG: Release according to Article 135, Section 2 BörseG with the objective of Europe-wide distribution

03.01.25 12:02 Uhr

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EQS Voting Rights Announcement: IMMOFINANZ AG
IMMOFINANZ AG: Release according to Article 135, Section 2 BörseG with the objective of Europe-wide distribution

03.01.2025 / 12:02 CET/CEST
Dissemination of a Voting Rights Announcement transmitted by EQS News - a service of EQS Group.
The issuer is solely responsible for the content of this announcement.

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Major holdings notification pursuant to Sec. 130 to 134 BörseG 2018

 

Glasgow,  2.1.2025

 

Overview

 

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1. Issuer: IMMOFINANZ AG

2. Reason for the notification: Other

3. Person subject to notification obligation
Name: Morgan Stanley
City: Wilmington, Delaware
Country: USA

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4. Name of shareholder(s): Morgan Stanley & Co. International plc                                 
Morgan Stanley Smith Barney LLC

5. Date on which the threshold was crossed or reached: 30.12.2024

 

6. Total positions

   
% of voting rights attached to shares (7.A)
% of voting rights through financial/other instruments (7.B.1 + 7.B.2)  
 
Total of both in % (7.A + 7.B)
 
Total number of voting rights of issuer
Resulting situation on the date on which threshold was crossed / reached  
2,95 %
 
3,33 %
 
6,27 %
 
138 669 711
Position of previous notification (if applicable)  
1,74 %
 
4,27 %
 
6,00 %
 

 

 

Details

7. Notified details of the resulting situation:

 

A: Voting rights attached to shares

ISIN Code
Number of voting rights % of voting rights
Direct
(Sec 130 BörseG 2018)
Indirect
(Sec 133 BörseG 2018)
Direct
(Sec 130 BörseG 2018)
Indirect
(Sec 133 BörseG
2018)
AT0000A21KS2   4 086 106   2,95 %
SUBTOTAL A 4 086 106 2,95 %

 

 

B 1: Financial / Other Instruments pursuant to Sec. 131 para. 1 No. 1 BörseG 2018

Type of instrument

Expiration Date

Exercise Period
Number of voting
rights that may be
acquired if the
instrument is exercised

% of voting rights
Right of recall over securities lending agreements at any time at any time 444 600 0,32 %
    SUBTOTAL B.1 444 600 0,32 %

 

 

B 2: Financial / Other Instruments pursuant to Sec. 131 para. 1 No. 2 BörseG 2018
Type of instrument Expiration Date Exercise Period Physical /
Cash Settlement
Number of
voting rights
% of voting rights
Equity Swap From 19.03.2025 to 24.02.2026 at any time Cash 4 170 175 3,01 %
      SUBTOTAL B.2 4 170 175 3,01 %

 

 

8. Information in relation to the person subject to the notification obligation:

☐ Person subject to the notification obligation is not controlled by any natural person or legal entity and does not control any other undertaking(s) holding directly or indirectly an interest in the (underlying) issuer.

☒ Full chain of controlled undertakings through which the voting rights and/or the financial/other instruments are effectively held starting with the ultimate controlling natural person or legal entity:

No. Name Directly controlled by No. Shares held  directly (%) Financial/other instruments held  directly (%) Total of both (%)
1 Morgan Stanley        
2 Morgan Stanley Capital Management, LLC 1      
3 Morgan Stanley Domestic  Holdings, LLC 2      
4 Morgan Stanley Capital  Services LLC 3   3,01 % 3,01 %
5 Morgan Stanley Capital Management, LLC 1      
6 Morgan Stanley & Co. LLC 5   0,32 % 0,32 %
7 Morgan Stanley International Holdings Inc.  1      
8 Morgan Stanley International Limited 7      
9 Morgan Stanley Investments (UK) 8      
10 Morgan Stanley & Co.  International plc 9 2,95 %   2,95 %
11 Morgan Stanley Capital Management, LLC 1      
12 Morgan Stanley Smith Barney LLC 11 0,00 %   0,00 %
           

 

9. In case of proxy voting

Date of general meeting: -

Voting rights after general meeting: - is equivalent to - voting rights.

 

10. Sonstige Kommentare:

The notification was triggered as a result of an exercise of a right of recall over securities lending agreements

 

 Glasgow am  2.1.2025



03.01.2025 CET/CEST


Language: English
Company: IMMOFINANZ AG
Wienerbergstraße 9
1100 Vienna
Austria
Internet: http://www.immofinanz.com

 
End of News EQS News Service

2061165  03.01.2025 CET/CEST

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Nachrichten zu IMMOFINANZ

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Analysen zu IMMOFINANZ

DatumRatingAnalyst
31.08.2023S IMMO KaufenSRC Research GmbH
31.05.2023S IMMO KaufenSRC Research GmbH
05.04.2023S IMMO KaufenSRC Research GmbH
30.11.2022S IMMO KaufenSRC Research GmbH
30.08.2022S IMMO HaltenSRC Research GmbH
DatumRatingAnalyst
31.08.2023S IMMO KaufenSRC Research GmbH
31.05.2023S IMMO KaufenSRC Research GmbH
05.04.2023S IMMO KaufenSRC Research GmbH
30.11.2022S IMMO KaufenSRC Research GmbH
31.05.2022S IMMO KaufenSRC Research GmbH
DatumRatingAnalyst
30.08.2022S IMMO HaltenSRC Research GmbH
07.08.2012IMMOFINANZ Immobilien Anlagen equal-weightMorgan Stanley
29.09.2011IMMOFINANZ Immobilien Anlagen holdSociété Générale Group S.A. (SG)
31.03.2011IMMOFINANZ Immobilien Anlagen holdSociété Générale Group S.A. (SG)
04.03.2011IMMOFINANZ Immobilien Anlagen holdSociété Générale Group S.A. (SG)
DatumRatingAnalyst
28.08.2012IMMOFINANZ Immobilien Anlagen sellSociété Générale Group S.A. (SG)
21.06.2012IMMOFINANZ Immobilien Anlagen sellSociété Générale Group S.A. (SG)
21.12.2011IMMOFINANZ Immobilien Anlagen sellSociété Générale Group S.A. (SG)
14.12.2011IMMOFINANZ Immobilien Anlagen sellSociété Générale Group S.A. (SG)
06.09.2010IMMOFINANZ Immobilien Anlagen sellSociété Générale Group S.A. (SG)

Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für IMMOFINANZ nach folgenden Kriterien zu filtern.

Alle: Alle Empfehlungen

Buy: Kaufempfehlungen wie z.B. "kaufen" oder "buy"
Hold: Halten-Empfehlungen wie z.B. "halten" oder "neutral"
Sell: Verkaufsempfehlungn wie z.B. "verkaufen" oder "reduce"