Company Vonovia SE

Equities

VNA

DE000A1ML7J1

Real Estate Development & Operations

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Vonovia SE

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Residential Real Estate Development

Real-time Estimate Tradegate Other stock markets 11:19:25 2023-12-01 am EST			5-day change	1st Jan Change
26.45 ^EUR	+3.62%		+4.94%	+19.71%

Nov. 30	ECB haunted by bond buys in Swedish property crisis	RE
Nov. 29	AKTIEN IM FOKUS 2: Interest rate hopes boost real estate stocks except Aroundtown	DP

Vonovia SE specializes in owning and managing residential real estate assets.

At the end of 2022, the real estate portfolio of 621,303 units, amounted, in market value, to EUR 94.7 billion.

Number of employees : 15,798

EUR in Million	2021	Weight	2022	Weight	Delta
Miscellaneous 47.7 %	1,538	29.2 %	4,283	47.7 %	+178.46%
Rental 35.2 %	2,362	44.8 %	3,163	35.2 %	+33.95%
Development 6.3 %	506	9.6 %	564	6.3 %	+11.59%
Recurring Sales 6.0 %	477	9.1 %	543	6.0 %	+13.92%
Care 3.1 %	-	-	280	3.1 %	-
Value-Add 1.3 %	59	1.1 %	120	1.3 %	+104.10%
Consolidation 0.3 %	23	0.4 %	29	0.3 %	+26.99%

EUR in Million	2021	Weight	2022	Weight	Delta
Germany 85.4 %	4,347	82.6 %	4,901	85.4 %	+12.75%
Austria 8.3 %	555	10.5 %	474	8.3 %	-14.54%
Sweden 6.3 %	362	6.9 %	361	6.3 %	-0.47%
Other Countries 0.1 %	1	0.0 %	4	0.1 %	+208.33%

Managers	Title	Age	Since
Rolf Buch CEO	Chief Executive Officer	58	2013
Philip Grosse DFI	Director of Finance/CFO	53	2021
Marcel Kleifeld CTO	Chief Tech/Sci/R&D Officer	-	-
Rene Hoffmann IRC	Investor Relations Contact	-	2015
Christoph Schauerte AUD	Comptroller/Controller/Auditor	40	2011
Konstantina Kanellopoulos PRN	Corporate Officer/Principal	41	2012
Arnd Fittkau PRN	Corporate Officer/Principal	50	2019
Daniel Joachim Riedl PRN	Corporate Officer/Principal	56	2018

Members of the board	Title	Age	Since
Christian Ulbrich BRD	Director/Board Member	56	2014
Edgar Ernst BRD	Director/Board Member	71	2013
Florian Funck BRD	Director/Board Member	52	2014
Matthias Hünlein BRD	Director/Board Member	61	2021
Vitus Eckert BRD	Director/Board Member	54	2018
Hildegard Müller BRD	Director/Board Member	56	2013
Clara-Christina Streit CHM	Chairman	53	2013
Ariane Reinhart BRD	Director/Board Member	54	2016
Daniel F. Just BRD	Director/Board Member	66	2015
Ute Geipel-Faber BRD	Director/Board Member	73	2015

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	814,644,998	814,592,626 ( 99.99 %)	0	50.00 %
Stock B	0	814,644,998	0	0

Name	Equities	%	Valuation
Norges Bank Investment Management 14.29 %	116,399,659	14.29 %	2 670 M €
The Vanguard Group, Inc. 3.463 %	28,210,166	3.463 %	647 M €
APG Asset Management NV 3.283 %	26,748,416	3.283 %	614 M €
DWS Investment GmbH 2.019 %	16,446,079	2.019 %	377 M €
FIL Investments International 1.213 %	9,882,431	1.213 %	227 M €
MFS International (UK) Ltd. 0.9712 %	7,911,685	0.9712 %	181 M €
BlackRock Investment Management (UK) Ltd. 0.8056 %	6,562,680	0.8056 %	151 M €
Thames River Capital LLP 0.7774 %	6,332,989	0.7774 %	145 M €
Union Investment Privatfonds GmbH 0.6277 %	5,113,170	0.6277 %	117 M €
Deka Investment GmbH 0.5914 %	4,817,458	0.5914 %	110 M €

Name	Equities	%	Valuation
RhumbLine Advisers LP 0.001623 %	26,447	0.001623 %	303 321 €
PNC Investments LLC 0.000044 %	722	0.000044 %	8 281 €
Private Capital Group LLC 0.000028 %	463	0.000028 %	5 310 €

Name	Equities	%	Valuation
DEUTSCHE WOHNEN SE 86.87%	347,728,483	86.87%	7,461,244,833 $
ADLER GROUP S.A. 15.88%	24,082,713	15.88%	10,640,465 $

Vonovia SE

Philippstraße 3

44803, Bochum

+49 234 314 0

http://www.vonovia.de

Name	Category and Sector
HEMBLA AB (PUBL)	Finance - Real Estate Development
Frankfurter Siedlungsgesellschaft mbH	Health Services - Services to the Health Industry
BUWOG - Bauen und Wohnen GmbH	Consumer Durables - Homebuilding
VICTORIA PARK AB	Finance - Real Estate Development
Conwert Alpha Invest GmbH	-
Deutsche Annington Beteiligungsverwaltungs GmbH	Finance - Real Estate Development
Graflunds Byggnads AB	-
Conwert Management GmbH	-
Vonovia Finance BV	Finance - Finance/Rental/Leasing
Victoria Park Fastigheter Södra AB	-
Conwert Omega Invest GmbH	Finance - Real Estate Development
conwert & kelber Bestand 10/2007 GmbH	Finance - Real Estate Development
Victoria Park Nygård AB	-
Veningen B AB	-
Süddeutsche Wohnen Management Holding GmbH	Finance - Financial Conglomerates
Deutsche Annington Acquisition Holding GmbH	Finance - Investment Managers
Hyresbostäder i Sverige V AB	Finance - Financial Conglomerates
Victoria Park Holding AB	-
Victoriahem Björkriset AB	Finance - Real Estate Development
Victoriahem Tallriset AB	Finance - Real Estate Development

Trading Rating :

Investor Rating :

ESG Refinitiv :

A-

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

25.52EUR

Average target price

29.18EUR

Spread / Average Target

+14.33%

Consensus

Estimates Revisions

Company calendar

Real Estate

Real Estate

Real Estate Operations

Real Estate Development & Operations

Residential Real Estate Development

	1st Jan change	Capi.
VONOVIA SE	+17.53%	22 674 M $
CHINA VANKE CO., LTD.	-37.14%	17 702 M $
AKELIUS RESIDENTIAL PROPERTY AB (PUBL)	-19.07%	9 940 M $
DEUTSCHE WOHNEN SE	+13.15%	9 663 M $
VINHOMES	-13.96%	7 414 M $
VINGROUP	-22.40%	6 387 M $
LEG IMMOBILIEN SE	+16.60%	5 669 M $
IIDA GROUP HOLDINGS CO., LTD.	+10.42%	4 192 M $
OPEN HOUSE GROUP CO., LTD.	-12.78%	3 368 M $
WALLENSTAM AB (PUBL)	+2.51%	2 881 M $

Residential Real Estate Development