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Form 8.5 (EPT/RI)-LondonMetric & Schroder REIT Ltd

4th Sep 2026 11:37

RNS Number : 4935T
JPMorgan Securities Plc
04 September 2026
 

FORM 8.5 (EPT/RI)

 

PUBLIC DEALING DISCLOSURE BY AN EXEMPT PRINCIPAL TRADER WITH RECOGNISED INTERMEDIARY STATUS DEALING IN A CLIENT-SERVING CAPACITY

Rule 8.5 of the Takeover Code (the "Code")

 

1. KEY INFORMATION

 

(a) Name of exempt principal trader:

J.P. Morgan Securities Plc

(b) Name of offeror/offeree in relation to whose relevant securities this form relates:

Use a separate form for each offeror/offeree

A consortium comprising LondonMetric Property plc and Schroder Real Estate Investment Trust Limited

(c) Name of the party to the offer with which exempt principal trader is connected:

Financial advisor to a consortium comprising LondonMetric Property plc and Schroder Real Estate Investment Trust Limited

(d) Date dealing undertaken:

03 September 2026

(e) In addition to the company in 1(b) above, is the exempt principal trader making disclosures in respect of any other party to this offer?

If it is a cash offer or possible cash offer, state "N/A"

Yes, Picton Property Income Limited

 

2. DEALINGS BY THE EXEMPT PRINCIPAL TRADER

 

Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(b), copy table 2(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in.

 

The currency of all prices and other monetary amounts should be stated.

 

(a) Purchases and sales

 

Class of relevant security

Purchases/ sales

 

Total number of securities

Highest price per unit paid/received

Lowest price per unit paid/received

LondonMetric 10p ordinary

Purchase

1,446,591

1.8421 GBP

1.8200 GBP

Sale

1,809,895

1.8425 GBP

1.8203 GBP

 

Class of relevant security

Purchases/ sales

 

Total number of securities

Highest price per unit paid/received

Lowest price per unit paid/received

Schroder REIT ordinary NPV

Purchase

136,500

0.4325 GBP

0.4190 GBP

Sale

376,677

0.4233 GBP

0.4210 GBP

 

(b) Cash-settled derivative transactions

 

Class of relevant security

Product description

e.g. CFD

Nature of dealing

e.g. opening/closing a long/short position, increasing/reducing a long/short position

Number of reference securities

Price per unit

LondonMetric 10p ordinary

Equity Swap

Decrease Long

2,760

1.8210 GBP

3,158

1.8232 GBP

1,600

1.8250 GBP

17,168

1.8260 GBP

33,565

1.8262 GBP

14,853

1.8269 GBP

3,630

1.8271 GBP

13,752

1.8307 GBP

32,243

1.8318 GBP

123

1.8402 GBP

30,350

1.8420 GBP

651

1.8422 GBP

 

Decrease Short

12,088

1.8222 GBP

152,235

1.8356 GBP

13,415

1.8390 GBP

 

Increase Long

883

1.8249 GBP

17,390

1.8253 GBP

64,003

1.8261 GBP

7

1.8265 GBP

17,537

1.8274 GBP

3,740

1.8285 GBP

46,374

1.8308 GBP

18,452

1.8330 GBP

1,017

1.8340 GBP

4,577

1.8344 GBP

9,198

1.8351 GBP

2,104

1.8366 GBP

139

1.8379 GBP

26,643

1.8380 GBP

36,103

1.8381 GBP

7,201

1.8383 GBP

41,168

1.8398 GBP

225

1.8400 GBP

10,385

1.8401 GBP

455

1.8402 GBP

11,876

1.8403 GBP

455

1.8405 GBP

1,365

1.8406 GBP

1,357

1.8413 GBP

108,596

1.8416 GBP

57

1.8419 GBP

35,283

1.8420 GBP

 

Increase Short

299

1.8258 GBP

518

1.8291 GBP

29,384

1.8319 GBP

16,763

1.8346 GBP

1,017

1.8348 GBP

5,261

1.8399 GBP

3,999

1.8410 GBP

956

1.8420 GBP

82,706

1.8421 GBP

 

Opening a long position

30,313

1.8202 GBP

4,698

1.8210 GBP

37

1.8328 GBP

6,990

1.8363 GBP

182,961

1.8420 GBP

 

Opening a short position

3,641

1.8371 GBP

202,480

1.8420 GBP

 

Class of relevant security

Product description

e.g. CFD

Nature of dealing

e.g. opening/closing a long/short position, increasing/reducing a long/short position

Number of reference securities

Price per unit

Schroder REIT ordinary NPV

Equity Swap

Decrease Long

300,000

0.4259 GBP

 

Increase Long

218,200

0.4221 GBP

81,825

0.4228 GBP

300,000

0.4259 GBP

 

Increase Short

15,473

0.4218 GBP

 

Opening a long position

3,309

0.4210 GBP

4,534

0.4238 GBP

 

Opening a short position

7,843

0.4230 GBP

 

(c) Stock-settled derivative transactions (including options)

 

(i) Writing, selling, purchasing or varying

 

Class of relevant security

Product description e.g. call option

Writing, purchasing, selling, varying etc.

Number of securities to which option relates

Exercise price per unit

Type

e.g. American, European etc.

Expiry date

Option money paid/ received per unit

 

(ii) Exercise

 

Class of relevant security

Product description

e.g. call option

Exercising/ exercised against

Number of securities

Exercise price per unit

 

(d) Other dealings (including subscribing for new securities)

 

Class of relevant security

Nature of dealing

e.g. subscription, conversion

Details

Price per unit (if applicable)

 

 

 

 

 

 

3. OTHER INFORMATION

 

(a) Indemnity and other dealing arrangements

 

Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the exempt principal trader making the disclosure and any party to the offer or any person acting in concert with a party to the offer:

Irrevocable commitments and letters of intent should not be included. If there are no such agreements, arrangements or understandings, state "none"

None

 

 

(b) Agreements, arrangements or understandings relating to options or derivatives

 

Details of any agreement, arrangement or understanding, formal or informal, between the exempt principal trader making the disclosure and any other person relating to:

(i) the voting rights of any relevant securities under any option; or

(ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced:

If there are no such agreements, arrangements or understandings, state "none"

None

 

 

 

Date of disclosure:

04 September 2026

Contact name:

Natasha Mondon

Telephone number:

01202 325175

 

Public disclosures under Rule 8 of the Code must be made to a Regulatory Information Service. 

 

The Panel's Market Surveillance Unit is available for consultation in relation to the Code's dealing disclosure requirements on +44 (0)20 7638 0129.

 

The Code can be viewed on the Panel's website at www.thetakeoverpanel.org.uk.

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END
 
 
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