Key Takeaways
- • Helikon Long Short Equity Fund ICAV, Dublin, reported a corrected major holdings notification for Instone Real Estate Group SE, with a threshold crossing dated 12 October 2026.
- • Total voting rights position rose to 10.19% from 5.08% previously, comprising 9.59% in shares and 0.60% through instruments.
- • The fund holds 4,508,326 shares with voting rights, and cash-settled equity swaps covering 279,841 voting rights.
- • The filing corrects a notification submitted on 15 October 2026 and is published under Article 40(1) of the German Securities Trading Act (WpHG).
Summary
Instone Real Estate Group SE, the Essen-based real estate company, has published a corrected notification of major holdings under Article 40(1) of the German Securities Trading Act (WpHG), distributed Europe-wide via EQS News on 2 November 2026. The filing was submitted by Helikon Long Short Equity Fund ICAV, a Dublin-domiciled fund, and concerns a threshold crossing on 12 October 2026.
According to the notification, the fund's total voting rights position stands at 10.19%, up from 5.08% in the previous filing. The position breaks down into 9.59% attributed to shares (DE000A2NBX80) and 0.60% through instruments. The shares comprise 4,508,326 voting rights held indirectly through Helikon Long Short Equity Fund Master ICAV, which is the direct shareholder above the 3% threshold. The total number of voting rights in the issuer is listed as 46,988,336.
The instrument position consists of two cash-settled equity swaps: one maturing 12 November 2030 covering 263,614 voting rights (0.57%), and one maturing 28 February 2035 covering 16,227 voting rights (0.03%). Both are settled in cash.
The filing states that it corrects a prior notification submitted by the same fund on 15 October 2026, and was dated 21 October 2026. The notification does not disclose the reason for the correction beyond the stated amendment. The same story was also carried by TradingView. The filing is a regulatory disclosure and does not indicate any strategic intent by the issuer or the fund.
According to the notification, the fund's total voting rights position stands at 10.19%, up from 5.08% in the previous filing. The position breaks down into 9.59% attributed to shares (DE000A2NBX80) and 0.60% through instruments. The shares comprise 4,508,326 voting rights held indirectly through Helikon Long Short Equity Fund Master ICAV, which is the direct shareholder above the 3% threshold. The total number of voting rights in the issuer is listed as 46,988,336.
The instrument position consists of two cash-settled equity swaps: one maturing 12 November 2030 covering 263,614 voting rights (0.57%), and one maturing 28 February 2035 covering 16,227 voting rights (0.03%). Both are settled in cash.
The filing states that it corrects a prior notification submitted by the same fund on 15 October 2026, and was dated 21 October 2026. The notification does not disclose the reason for the correction beyond the stated amendment. The same story was also carried by TradingView. The filing is a regulatory disclosure and does not indicate any strategic intent by the issuer or the fund.
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