N-PX 1 d475988dnpx.htm IVY FUNDS (FYE 9/30) Ivy Funds (FYE 9/30)

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington DC 20549

FORM N-PX

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED

MANAGEMENT INVESTMENT COMPANY

Investment Company Act file number 811-06569

IVY FUNDS

(Exact Name as Specified in Charter)

6300 Lamar Avenue, Overland Park, Kansas 66202-4200

(Address of Principal Executive Office) (Zip Code)

Philip A. Shipp, 6300 Lamar Avenue, Overland Park, Kansas 66202-4200

(Name and Address of Agent for Service)

Registrant’s Telephone Number, including Area Code: (913) 236-2000

Date of fiscal year end: September 30

Date of reporting period: July 1, 2017 to June 30, 2018


IVY APOLLO MULTI-ASSET INCOME FUND

Proxy Voting Record

Vote Summary Report

Reporting Period: 07/01/2017 to 06/30/2018

Institution Account(s): 930 - Ivy Apollo Multi-Asset Income Fund (Global Real Estate Strategy)

 

Company
Name

   Ticker    Country    Primary
CUSIP
   Provider
Security ID
   Meeting
Type
   Meeting
Date
   Record
Date
   Proponent    Proposal
Number
    

Proposal

Text

   Management
Recommendation
   Vote
Instruction
   Voted    Vote Against
Management

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      1      Accept Financial Statements and Statutory Reports    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      2      Approve Final Dividend    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      3      Approve Remuneration Report    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      4      Approve Remuneration Policy    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      5      Re-elect Toby Courtauld as Director    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      6      Re-elect Nick Sanderson as Director    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      7      Re-elect Martin Scicluna as Director    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      8      Re-elect Charles Philipps as Director    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      9      Re-elect Jonathan Short as Director    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      10      Elect Wendy Becker as Director    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      11      Elect Nick Hampton as Director    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      12      Elect Richard Mully as Director    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      13      Reappoint Deloitte LLP as Auditors    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      14      Authorise Audit Committee to Fix Remuneration of Auditors    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      15      Amend 2010 Long-Term Incentive Plan    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      16      Authorise Issue of Equity with Pre-emptive Rights    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      17      Approve Increase in the Aggregate Amount of Fees Payable to Non-Executive Directors    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      18      Authorise Issue of Equity without Pre-emptive Rights    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      19      Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      20      Authorise Market Purchase of Ordinary Shares    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Annual    06-Jul-17    04-Jul-17    Management      21      Authorise the Company to Call General Meeting with Two Weeks’ Notice    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      1      Accept Financial Statements and Statutory Reports    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      2      Approve Remuneration Policy    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      3      Approve Remuneration Report    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      4      Reappoint Deloitte LLP as Auditors    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      5      Authorise Board to Fix Remuneration of Auditors    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      6      Re-elect Patrick Vaughan as Director    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      7      Re-elect Andrew Jones as Director    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      8      Re-elect Martin McGann as Director    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      9      Re-elect Valentine Beresford as Director    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      10      Re-elect Mark Stirling as Director    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      11      Re-elect James Dean as Director    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      12      Re-elect Alec Pelmore as Director    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      13      Re-elect Andrew Varley as Director    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      14      Re-elect Philip Watson as Director    For    For    Yes    No


Vote Summary Report

Reporting Period: 07/01/2017 to 06/30/2018

Institution Account(s): 930 - Ivy Apollo Multi-Asset Income Fund (Global Real Estate Strategy)

 

Company
Name

   Ticker    Country    Primary
CUSIP
   Provider
Security ID
   Meeting
Type
   Meeting
Date
   Record
Date
   Proponent    Proposal
Number
    

Proposal

Text

   Management
Recommendation
   Vote
Instruction
   Voted    Vote Against
Management

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      15      Re-elect Rosalyn Wilton as Director    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      16      Re-elect Andrew Livingston as Director    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      17      Authorise Issue of Equity with Pre-emptive Rights    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      18      Authorise Issue of Equity without Pre-emptive Rights    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      19      Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      20      Authorise Market Purchase of Ordinary Shares    For    For    Yes    No

LondonMetric Property Plc

   LMP    United

Kingdom

      G5689W109    Annual    11-Jul-17    07-Jul-17    Management      21      Authorise the Company to Call General Meeting with Two Weeks’ Notice    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      1      Accept Financial Statements and Statutory Reports    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      2      Approve Remuneration Report    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      3      Approve Final Dividend    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      4      Elect Nicholas Cadbury as Director    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      5      Re-elect Dame Alison Carnwath as Director    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      6      Re-elect Robert Noel as Director    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      7      Re-elect Martin Greenslade as Director    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      8      Re-elect Kevin O’Byrne as Director    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      9      Re-elect Simon Palley as Director    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      10      Re-elect Christopher Bartram as Director    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      11      Re-elect Stacey Rauch as Director    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      12      Re-elect Cressida Hogg as Director    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      13      Re-elect Edward Bonham Carter as Director    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      14      Reappoint Ernst & Young LLP as Auditors    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      15      Authorise Board to Fix Remuneration of Auditors    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      16      Approve Political Donations and Expenditures    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      17      Authorise Issue of Equity with Pre-emptive Rights    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      18      Authorise Issue of Equity without Pre-emptive Rights    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      19      Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment    For    For    Yes    No

Land Securities Group plc

   LAND    United
Kingdom
   G5375M118    G5375M118    Annual    13-Jul-17    11-Jul-17    Management      20      Authorise Market Purchase of Ordinary Shares    For    For    Yes    No

Assura Plc

   AGR    United
Kingdom
   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      1      Accept Financial Statements and Statutory Reports    For    For    Yes    No

Assura Plc

   AGR    United
Kingdom
   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      2      Approve Remuneration Report    For    For    Yes    No

Assura Plc

   AGR    United
Kingdom
   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      3      Reappoint Deloitte LLP as Auditors    For    For    Yes    No

Assura Plc

   AGR    United
Kingdom
   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      4      Authorise the Audit Committee to Fix Remuneration of Auditors    For    For    Yes    No

Assura Plc

   AGR    United
Kingdom
   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      5      Re-elect Simon Laffin as Director    For    For    Yes    No

Assura Plc

   AGR    United
Kingdom
   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      6      Re-elect Jonathan Murphy as Director    For    For    Yes    No

Assura Plc

   AGR    United
Kingdom
   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      7      Re-elect Jenefer Greenwood as Director    For    For    Yes    No


Vote Summary Report

Reporting Period: 07/01/2017 to 06/30/2018

Institution Account(s): 930 - Ivy Apollo Multi-Asset Income Fund (Global Real Estate Strategy)

 

Company
Name

   Ticker    Country    Primary
CUSIP
   Provider
Security ID
   Meeting
Type
   Meeting
Date
   Record
Date
   Proponent    Proposal
Number
    

Proposal

Text

   Management
Recommendation
   Vote
Instruction
   Voted    Vote Against
Management

Assura Plc

   AGR    United

Kingdom

   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      8      Re-elect David Richardson as Director    For    For    Yes    No

Assura Plc

   AGR    United

Kingdom

   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      9      Elect Andrew Darke as Director    For    For    Yes    No

Assura Plc

   AGR    United

Kingdom

   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      10      Authorise Issue of Equity with Pre-emptive Rights    For    For    Yes    No

Assura Plc

   AGR    United

Kingdom

   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      11      Authorise Issue of Equity without Pre-emptive Rights    For    For    Yes    No

Assura Plc

   AGR    United

Kingdom

   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      12      Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment    For    For    Yes    No

Assura Plc

   AGR    United

Kingdom

   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      13      Authorise Market Purchase of Ordinary Shares    For    For    Yes    No

Assura Plc

   AGR    United

Kingdom

   G47685113    G2386T109    Annual    18-Jul-17    14-Jul-17    Management      14      Authorise the Company to Call General Meeting with Two Weeks’ Notice    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      1      Accept Financial Statements and Statutory Reports    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      2      Approve Remuneration Report    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      3      Approve Final Dividend    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      4      Re-elect Tim Clark as Director    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      5      Re-elect Richard Cotton as Director    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      6      Re-elect James Gibson as Director    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      7      Re-elect Georgina Harvey as Director    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      8      Re-elect Steve Johnson as Director    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      9      Re-elect Adrian Lee as Director    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      10      Elect Vince Niblett as Director    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      11      Re-elect John Trotman as Director    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      12      Re-elect Nicholas Vetch as Director    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      13      Appoint KPMG LLP as Auditors    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      14      Authorise Board to Fix Remuneration of Auditors    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      15      Authorise Issue of Equity with Pre-emptive Rights    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      16      Authorise Issue of Equity without Pre-emptive Rights    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      17      Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      18      Authorise Market Purchase of Ordinary Shares    For    For    Yes    No

Big Yellow Group plc

   BYG    United

Kingdom

   G1093E108    G1093E108    Annual    20-Jul-17    18-Jul-17    Management      19      Authorise the Company to Call General Meeting with Two Weeks’ Notice    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Special    21-Jul-17    23-Jun-17    Management      1      Open Meeting          Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Special    21-Jul-17    23-Jun-17    Management      2      Elect Alianne de Jong to Management Board    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Special    21-Jul-17    23-Jun-17    Management      3      Elect Margreet Haandrikman to Supervisory Board    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Special    21-Jul-17    23-Jun-17    Management      4      Other Business (Non-Voting)          Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Special    21-Jul-17    23-Jun-17    Management      5      Close Meeting          Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      1      Accept Financial Statements and Statutory Reports    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      2      Approve Final Dividend    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      3      Approve Remuneration Report    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      4A      Re-elect Daniel Kitchen as Director    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      4B      Re-elect Kevin Nowlan as Director    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      4C      Re-elect Thomas Edwards-Moss as Director    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      4D      Re-elect Colm Barrington as Director    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      4E      Re-elect Stewart Harrington as Director    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      4F      Re-elect Terence O’Rourke as Director    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      5      Authorise Board to Fix Remuneration of Auditors    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      6      Ratify Deloitte as Auditors    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      7      Authorise Issue of Equity with Pre-emptive Rights    For    For    Yes    No


Vote Summary Report

Reporting Period: 07/01/2017 to 06/30/2018

Institution Account(s): 930 - Ivy Apollo Multi-Asset Income Fund (Global Real Estate Strategy)

 

Company
Name

   Ticker    Country    Primary
CUSIP
   Provider
Security ID
   Meeting
Type
   Meeting
Date
   Record
Date
   Proponent    Proposal
Number
    

Proposal

Text

   Management
Recommendation
   Vote
Instruction
   Voted    Vote Against
Management

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      8      Authorise the Company to Call General Meeting with Two Weeks’ Notice    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      9      Authorise Issue of Equity without Pre-emptive Rights    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      10      Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      11      Authorise Market Purchase of Ordinary Shares    For    For    Yes    No

Hibernia REIT plc

   HBRN    Ireland       G4432Z105    Annual    25-Jul-17    23-Jul-17    Management      12      Authorise the Company to Determine the Price Range at which Treasury Shares may be Re-issued Off-Market    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      1.1      Elect Director Thomas J. Baltimore, Jr.    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      1.2      Elect Director Gordon M. Bethune    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      1.3      Elect Director Patricia M. Bedient    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      1.4      Elect Director Geoffrey Garrett    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      1.5      Elect Director Robert G. Harper    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      1.6      Elect Director Tyler S. Henritze    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      1.7      Elect Director Christie B. Kelly    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      1.8      Elect Director Joseph I. Lieberman    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      1.9      Elect Director Xianyi Mu    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      1.10      Elect Director Timothy J. Naughton    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      1.11      Elect Director Stephen I. Sadove    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      2      Advisory Vote to Ratify Named Executive Officers’ Compensation    For    For    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      3      Advisory Vote on Say on Pay Frequency    One Year    One Year    Yes    No

Park Hotels & Resorts Inc.

   PK    USA    700517105    700517105    Annual    28-Jul-17    01-Jun-17    Management      4      Ratify Ernst & Young LLP as Auditors    For    For    Yes    No

RLJ Lodging Trust

   RLJ    USA    74965L101    74965L101    Special    15-Aug-17    06-Jul-17    Management      1      Issue Shares in Connection with Acquisition    For    For    Yes    No

RLJ Lodging Trust

   RLJ    USA    74965L101    74965L101    Special    15-Aug-17    06-Jul-17    Management      2      Adjourn Meeting    For    For    Yes    No

DUPONT FABROS TECHNOLOGY, INC.

   DFT    USA    26613Q403    26613Q106    Special    13-Sep-17    14-Aug-17    Management      1      Approve Merger Agreement    For    For    Yes    No

DUPONT FABROS TECHNOLOGY, INC.

   DFT    USA    26613Q403    26613Q106    Special    13-Sep-17    14-Aug-17    Management      2      Advisory Vote on Golden Parachutes    For    For    Yes    No

DUPONT FABROS TECHNOLOGY, INC.

   DFT    USA    26613Q403    26613Q106    Special    13-Sep-17    14-Aug-17    Management      3      Adjourn Meeting    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Special    13-Sep-17    30-Aug-17    Management      1.1      Receive Special Board and Auditor Report Re: Partial Split of Rettig Belgium          Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Special    13-Sep-17    30-Aug-17    Management      1.2.1      Approve Partial Split of Rettig Belgium    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Special    13-Sep-17    30-Aug-17    Management      1.2.2      Approve Issuance of Shares in Connection with Partial Split    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Special    13-Sep-17    30-Aug-17    Management      1.2.3      Approve Terms and Conditions of Partial Split of Rettig Belgium    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Special    13-Sep-17    30-Aug-17    Management      2      Amend Articles to Reflect Changes in Capital Re: Partial Split of Rettig Belgium    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Special    13-Sep-17    30-Aug-17    Management      3.1      Authorize Coordination of Articles    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Special    13-Sep-17    30-Aug-17    Management      3.2      Authorize Implementation of Approved Resolutions    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Special    13-Sep-17    30-Aug-17    Management      3.3      Authorize Filing of Required Documents/Formalities at Trade Registry    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Special    27-Sep-17    25-Sep-17    Management      1      Adopt New Articles of Association    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Special    27-Sep-17    25-Sep-17    Management      2      Approve Matters Relating to the Return of Capital to Shareholders and Share Consolidation    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Special    27-Sep-17    25-Sep-17    Management      3      Authorise Issue of Equity with Pre-emptive Rights    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Special    27-Sep-17    25-Sep-17    Management      4      Authorise Issue of Equity without Pre-emptive Rights    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Special    27-Sep-17    25-Sep-17    Management      5      Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment    For    For    Yes    No

Land Securities Group plc

   LAND    United

Kingdom

   G5375M118    G5375M118    Special    27-Sep-17    25-Sep-17    Management      6      Authorise Market Purchase of Ordinary Shares    For    For    Yes    No

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      1      Accept Financial Statements and Statutory Reports    For    For    Yes    No

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      2      Approve Final Dividend    For    For    Yes    No

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      3.1a      Elect Lui Ting, Victor as Director    For    For    Yes    No

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      3.1b      Elect Li Ka-cheung, Eric as Director    For    Against    Yes    Yes

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      3.1c      Elect Leung Ko May-yee, Margaret as Director    For    For    Yes    No

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      3.1d      Elect Po-shing Woo as Director    For    Against    Yes    Yes

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      3.1e      Elect Tung Chi-ho, Eric as Director    For    For    Yes    No

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      3.1f      Elect Fung Yuk-lun, Allen as Director    For    For    Yes    No

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      3.2      Approve Directors’ Fees    For    For    Yes    No

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      4      Approve Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration    For    For    Yes    No

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      5      Authorize Repurchase of Issued Share Capital    For    For    Yes    No


Vote Summary Report

Reporting Period: 07/01/2017 to 06/30/2018

Institution Account(s): 930 - Ivy Apollo Multi-Asset Income Fund (Global Real Estate Strategy)

 

Company
Name

   Ticker    Country    Primary
CUSIP
   Provider
Security ID
   Meeting
Type
   Meeting
Date
   Record
Date
   Proponent    Proposal
Number
    

Proposal

Text

   Management
Recommendation
   Vote
Instruction
   Voted    Vote Against
Management

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      6      Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights    For    Against    Yes    Yes

Sun Hung Kai Properties Ltd.

   16    Hong
Kong
   Y82594121    Y82594121    Annual    09-Nov-17    03-Nov-17    Management      7      Authorize Reissuance of Repurchased Shares    For    Against    Yes    Yes

Mirvac Group

   MGR    Australia    Q62377108    Q62377108    Annual/Special    16-Nov-17    14-Nov-17    Management      2.1      Elect Christine Bartlett as Director    For    For    Yes    No

Mirvac Group

   MGR    Australia    Q62377108    Q62377108    Annual/Special    16-Nov-17    14-Nov-17    Management      2.2      Elect Peter Hawkins as Director    For    For    Yes    No

Mirvac Group

   MGR    Australia    Q62377108    Q62377108    Annual/Special    16-Nov-17    14-Nov-17    Management      3      Approve the Remuneration Report    For    For    Yes    No

Mirvac Group

   MGR    Australia    Q62377108    Q62377108    Annual/Special    16-Nov-17    14-Nov-17    Management      4      Approve Grant of Performance Rights to Susan Lloyd-Hurwitz    For    For    Yes    No

National Storage REIT

   NSR    Australia       Q6605D109    Annual    28-Nov-17    26-Nov-17    Management      2      Approve the Remuneration Report    For    For    Yes    No

National Storage REIT

   NSR    Australia       Q6605D109    Annual    28-Nov-17    26-Nov-17    Management      3      Elect Claire Fidler as Director    For    For    Yes    No

National Storage REIT

   NSR    Australia       Q6605D109    Annual    28-Nov-17    26-Nov-17    Management      4      Elect Steven Leigh as Director    For    For    Yes    No

National Storage REIT

   NSR    Australia       Q6605D109    Annual    28-Nov-17    26-Nov-17    Management      5      Elect Howard Brenchley as Director    For    For    Yes    No

National Storage REIT

   NSR    Australia       Q6605D109    Annual    28-Nov-17    26-Nov-17    Management      6      Ratify the Past Issuance of Stapled Securities    For    For    Yes    No

H&R Real Estate Investment Trust

   HR.UN    Canada    404428203    404428203    Special    07-Dec-17    26-Oct-17    Management      1      Approve Reorganization Plan    For    For    Yes    No

H&R Real Estate Investment Trust

   HR.UN    Canada    404428203    404428203    Special    07-Dec-17    26-Oct-17    Management      1      Approve Reorganization Plan    For    For    Yes    No

Kenedix Office Investment Corp.

   8972    Japan    J32922106    J32922106    Special    23-Jan-18    31-Oct-17    Management      1      Amend Articles to Change Location of Head Office - Amend Asset Management Compensation    For    For    Yes    No

Kenedix Office Investment Corp.

   8972    Japan    J32922106    J32922106    Special    23-Jan-18    31-Oct-17    Management      2      Elect Executive Director Uchida, Naokatsu    For    For    Yes    No

Kenedix Office Investment Corp.

   8972    Japan    J32922106    J32922106    Special    23-Jan-18    31-Oct-17    Management      3      Elect Alternate Executive Director Takeda, Jiro    For    For    Yes    No

Kenedix Office Investment Corp.

   8972    Japan    J32922106    J32922106    Special    23-Jan-18    31-Oct-17    Management      4.1      Elect Supervisory Director Toba, Shiro    For    For    Yes    No

Kenedix Office Investment Corp.

   8972    Japan    J32922106    J32922106    Special    23-Jan-18    31-Oct-17    Management      4.2      Elect Supervisory Director Morishima, Yoshihiro    For    Against    Yes    Yes

Kenedix Office Investment Corp.

   8972    Japan    J32922106    J32922106    Special    23-Jan-18    31-Oct-17    Management      4.3      Elect Supervisory Director Seki, Takahiro    For    For    Yes    No

Global One Real Estate Investment Corp.

   8958    Japan    J1727U103    J1727U103    Special    02-Mar-18    31-Dec-17    Management      1      Amend Articles to Clarify Provisions on Alternate Directors    For    For    Yes    No

Global One Real Estate Investment Corp.

   8958    Japan    J1727U103    J1727U103    Special    02-Mar-18    31-Dec-17    Management      2      Elect Executive Director Uchida, Akio    For    For    Yes    No

Global One Real Estate Investment Corp.

   8958    Japan    J1727U103    J1727U103    Special    02-Mar-18    31-Dec-17    Management      3      Elect Alternate Executive Director Ishiyama, Makoto    For    For    Yes    No

Global One Real Estate Investment Corp.

   8958    Japan    J1727U103    J1727U103    Special    02-Mar-18    31-Dec-17    Management      4.1      Elect Supervisory Director Natori, Katsuya    For    For    Yes    No

Global One Real Estate Investment Corp.

   8958    Japan    J1727U103    J1727U103    Special    02-Mar-18    31-Dec-17    Management      4.2      Elect Supervisory Director Morita, Yasuhiro    For    Against    Yes    Yes

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      1      Accept Financial Statements and Statutory Reports    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      2      Approve Remuneration Report    For    Against    Yes    Yes

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      3      Reappoint Deloitte LLP as Auditors    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      4      Authorise Board to Fix Remuneration of Auditors    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      5      Approve Final Dividend    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      6      Re-elect Alan Lewis as Director    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      7      Re-elect Frederic Vecchioli as Director    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      8      Re-elect Andy Jones as Director    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      9      Re-elect Ian Krieger as Director    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      10      Re-elect Joanne Kenrick as Director    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      11      Re-elect Claire Balmforth as Director    For    Against    Yes    Yes

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      12      Re-elect Bill Oliver as Director    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      13      Authorise EU Political Donations and Expenditure    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      14      Authorise Issue of Equity with Pre-emptive Rights    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      15      Authorise Issue of Equity without Pre-emptive Rights    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      16      Authorise Market Purchase of Ordinary Shares    For    For    Yes    No

Safestore Holdings plc

   SAFE    United

Kingdom

   G77733106    G77733106    Annual    21-Mar-18    19-Mar-18    Management      17      Authorise the Company to Call General Meeting with Two Weeks’ Notice    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Special    26-Mar-18    22-Mar-18    Management      1      Adopt New Articles of Association    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Special    26-Mar-18    22-Mar-18    Management      2      Authorise Issue of B Shares    For    For    Yes    No


Vote Summary Report

Reporting Period: 07/01/2017 to 06/30/2018

Institution Account(s): 930 - Ivy Apollo Multi-Asset Income Fund (Global Real Estate Strategy)

 

Company
Name

   Ticker    Country    Primary
CUSIP
   Provider
Security ID
   Meeting
Type
   Meeting
Date
   Record
Date
   Proponent    Proposal
Number
    

Proposal

Text

   Management
Recommendation
   Vote
Instruction
   Voted    Vote Against
Management

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Special    26-Mar-18    22-Mar-18    Management      3      Approve Share Consolidation    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Special    26-Mar-18    22-Mar-18    Management      4      Authorise Issue of Equity with Pre-emptive Rights    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Special    26-Mar-18    22-Mar-18    Management      5      Authorise Issue of Equity without Pre-emptive Rights    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Special    26-Mar-18    22-Mar-18    Management      6      Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment    For    For    Yes    No

Great Portland Estates plc

   GPOR    United

Kingdom

   G40712179    G40712203    Special    26-Mar-18    22-Mar-18    Management      7      Authorise Market Purchase of Ordinary Shares    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      1      Accept Financial Statements and Statutory Reports    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      2      Approve Remuneration Report (Non-Binding)    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      3      Approve Allocation of Income and Dividends of CHF 3.40 per Share    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      4      Approve Discharge of Board and Senior Management    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      5.1      Reelect Luciano Gabriel as Director    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      5.2      Reelect Corinne Denzler as Director    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      5.3      Reelect Adrian Dudle as Director    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      5.4      Reelect Peter Forstmoser as Director    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      5.5      Reelect Nathan Hetz as Director    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      5.6      Reelect Josef Stadler as Director    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      5.7      Reelect Aviram Wertheim as Director    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      6      Relect Luciano Gabriel as Board Chairman    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      7.1      Reappoint Peter Forstmoser as Member of the Compensation Committee    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      7.2      Reppoint Adrian Dudle as Member of the Compensation Committee    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      7.3      Reppoint Nathan Hetz as Member of the Compensation Committee    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      7.4      Reppoint Josef Stadler as Member of the Compensation Committee    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      8      Approve Remuneration of Board of Directors in the Amount of CHF 1 Million    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      9      Approve Remuneration of Executive Committee in the Amount of CHF 4.5 Million    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      10      Ratify Ernst & Young AG as Auditors    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      11      Designate Proxy Voting Services GmbH as Independent Proxy    For    For    Yes    No

PSP Swiss Property AG

   PSPN    Switzerland    H64687124    H64687124    Annual    05-Apr-18       Management      12      Transact Other Business (Voting)    For    Against    Yes    Yes

Scentre Group

   SCG    Australia       Q8351E109    Annual    05-Apr-18    03-Apr-18    Management      2      Approve Remuneration Report    For    For    Yes    No

Scentre Group

   SCG    Australia       Q8351E109    Annual    05-Apr-18    03-Apr-18    Management      3      Elect Carolyn Kay as Director    For    For    Yes    No

Scentre Group

   SCG    Australia       Q8351E109    Annual    05-Apr-18    03-Apr-18    Management      4      Elect Margaret Seale as Director    For    For    Yes    No

Scentre Group

   SCG    Australia       Q8351E109    Annual    05-Apr-18    03-Apr-18    Management      5      Approve Grant of Performance Rights to Peter Allen    For    For    Yes    No

Scentre Group

   SCG    Australia       Q8351E109    Annual    05-Apr-18    03-Apr-18    Management      6      Adopt New Constitution    For    For    Yes    No

Canadian Real Estate Investment Trust

   REF.UN    Canada    13650J104    13650J104    Special    11-Apr-18    02-Mar-18    Management      1      Approve Acquisition by Choice Properties Real Estate Investment Trust    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      1      Approve Financial Statements and Statutory Reports    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      2     

Approve Consolidated Financial Statements and

Statutory Reports

   For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      3      Approve Transfer of Revaluation Gains to Corresponding Reserves Account    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      4      Approve Allocation of Income and Dividends of EUR 5.30 per Share    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      5      Approve Stock Dividend Program (Cash or New Shares)    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      6      Approve Payment of Stock Dividend    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      7      Approve Transaction with Predica Re: Purchase Agreement of Bonds Redeemable in Shares    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      8      Approve Transaction with Predica Re: Tender Agreement    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      9      Approve Transaction with Eurosic Re: Purchase Agreement    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      10      Approve Transaction with Dominique Dudan Re: Assistance and Consultancy Agreement    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      11      Approve Compensation of Bernard Michel, Chairman of the Board    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      12      Approve Compensation of Meka Brunel, CEO    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      13      Approve Remuneration Policy of Chairman of the Board    For    For    Yes    No


Vote Summary Report

Reporting Period: 07/01/2017 to 06/30/2018

Institution Account(s): 930 - Ivy Apollo Multi-Asset Income Fund (Global Real Estate Strategy)

 

Company
Name

   Ticker    Country    Primary
CUSIP
   Provider
Security ID
   Meeting
Type
   Meeting
Date
   Record
Date
   Proponent    Proposal
Number
    

Proposal

Text

   Management
Recommendation
   Vote
Instruction
   Voted    Vote Against
Management

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      14      Approve Remuneration Policy of CEO    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      15      Appoint Bernard Carayon as Censor    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      16      Reelect Meka Brunel as Director    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      17      Reelect Jacques Yves Nicol as Director    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      18      Elect Bernard Carayon as Director    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      19      Elect Gabrielle Gauthey as Director    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      20      Authorize Repurchase of Up to 10 Percent of Issued Share Capital    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      21      Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 100 Million    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      22      Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 50 Million    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      23      Authorize Capital Increase of Up to EUR 50 Million for Future Exchange Offers    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      24      Approve Issuance of Equity or Equity-Linked Securities for Private Placements up to Aggregate Nominal Amount of EUR 50 Million    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      25      Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      26      Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      27      Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      28      Authorize Capitalization of Reserves of Up to EUR 100 Million for Bonus Issue or Increase in Par Value    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      29      Authorize Capital Issuances for Use in Employee Stock Purchase Plans    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      30      Authorize up to 0.5 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Employees and Executive Corporate Officers    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      31      Authorize Decrease in Share Capital via Cancellation of Repurchased Shares    For    For    Yes    No

Gecina

   GFC    France    F4268U171    F4268U171    Annual/Special    18-Apr-18    13-Apr-18    Management      32      Authorize Filing of Required Documents/Other Formalities    For    For    Yes    No

Lar Espana Real Estate Socimi SA

   LRE    Spain       E7S5A1113    Annual    18-Apr-18    13-Apr-18    Management      1      Approve Consolidated and Standalone Financial Statements    For    For    Yes    No

Lar Espana Real Estate Socimi SA

   LRE    Spain       E7S5A1113    Annual    18-Apr-18    13-Apr-18    Management      2      Approve Consolidated and Standalone Management Reports    For    For    Yes    No

Lar Espana Real Estate Socimi SA

   LRE    Spain       E7S5A1113    Annual    18-Apr-18    13-Apr-18    Management      3      Approve Discharge of Board    For    For    Yes    No

Lar Espana Real Estate Socimi SA

   LRE    Spain       E7S5A1113    Annual    18-Apr-18    13-Apr-18    Management      4      Approve Allocation of Income and Dividends    For    For    Yes    No

Lar Espana Real Estate Socimi SA

   LRE    Spain       E7S5A1113    Annual    18-Apr-18    13-Apr-18    Management      5      Elect Isabel Aguilera Navarro as Director    For    For    Yes    No

Lar Espana Real Estate Socimi SA

   LRE    Spain       E7S5A1113    Annual    18-Apr-18    13-Apr-18    Management      6      Amend Remuneration Policy    For    For    Yes    No

Lar Espana Real Estate Socimi SA

   LRE    Spain       E7S5A1113    Annual    18-Apr-18    13-Apr-18    Management      7      Approve Annual Maximum Remuneration    For    For    Yes    No

Lar Espana Real Estate Socimi SA

   LRE    Spain       E7S5A1113    Annual    18-Apr-18    13-Apr-18    Management      8      Authorize Board to Ratify and Execute Approved Resolutions    For    For    Yes    No

Lar Espana Real Estate Socimi SA

   LRE    Spain       E7S5A1113    Annual    18-Apr-18    13-Apr-18    Management      9      Advisory Vote on Remuneration Report    For    For    Yes    No

Lar Espana Real Estate Socimi SA

   LRE    Spain       E7S5A1113    Annual    18-Apr-18    13-Apr-18    Management      10      Receive Amendments to Board of Directors Regulations          Yes    No

Lar Espana Real Estate Socimi SA

   LRE    Spain       E7S5A1113    Annual    18-Apr-18    13-Apr-18    Management      11      Receive Approval of Audit and Control Committee Regulation          Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      1      Accept Financial Statements and Statutory Reports    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      2      Approve Final Dividend    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      3      Approve Remuneration Report    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      4      Re-elect Gerald Corbett as Director    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      5      Re-elect Soumen Das as Director    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      6      Re-elect Christopher Fisher as Director    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      7      Re-elect Andy Gulliford as Director    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      8      Re-elect Martin Moore as Director    For    For    Yes    No


Vote Summary Report

Reporting Period: 07/01/2017 to 06/30/2018

Institution Account(s): 930 - Ivy Apollo Multi-Asset Income Fund (Global Real Estate Strategy)

 

Company
Name

   Ticker    Country    Primary
CUSIP
   Provider
Security ID
   Meeting
Type
   Meeting
Date
   Record
Date
   Proponent    Proposal
Number
    

Proposal

Text

   Management
Recommendation
   Vote
Instruction
   Voted    Vote Against
Management

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      9      Re-elect Phil Redding as Director    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      10      Re-elect Mark Robertshaw as Director    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      11      Re-elect David Sleath as Director    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      12      Re-elect Doug Webb as Director    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      13      Elect Carol Fairweather as Director    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      14      Reappoint PricewaterhouseCoopers LLP as Auditors    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      15      Authorise the Audit Committee to Fix Remuneration of Auditors    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      16      Authorise EU Political Donations and Expenditure    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      17      Authorise Issue of Equity with Pre-emptive Rights    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      18      Authorise Issue of Equity without Pre-emptive Rights    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      19      Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      20      Authorise Market Purchase of Ordinary Shares    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      21      Authorise the Company to Call General Meeting with Two Weeks’ Notice    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      22      Approve Long Term Incentive Plan    For    For    Yes    No

SEGRO plc

   SGRO    United

Kingdom

   G80277141    G80277141    Annual    19-Apr-18    17-Apr-18    Management      23      Approve Scrip Dividend    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      1      Open Meeting          Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      2      Receive Report of Management Board (Non-Voting)          Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      2.a      Discussion on Company’s Corporate Governance Structure          Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      3      Receive Report of Supervisory Board (Non-Voting)          Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      3.a      Discuss Remuneration Policy          Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      4      Adopt Financial Statements    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      5      Receive Explanation on Dividend Policy          Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      6      Approve Dividends of EUR 2.16 per Share    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      7      Approve Discharge of Management Board    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      8      Approve Discharge of Supervisory Board    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      9      Discuss Composition of Supervisory Board    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      9.a      Reelect Luurt van der Ploeg to Supervisory Board    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      10.a      Amend Remuneration Policy    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      10.b      Revise Remuneration Policy          Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      11.a      Grant Board Authority to Issue Shares up to 10 Percent of Issued Capital Plus Additional 10 Percent in Case of Takeover/Merger or Acquisition    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      11.b      Authorize Board to Exclude Preemptive Rights from Share Issuances    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      11.c      Authorize Repurchase of Up to 10 Percent of Issued Share Capital    For    For    Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      12      Outlook for 2018          Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      13      Other Business (Non-Voting)          Yes    No

NSI NV

   NSI    Netherlands    N6325K105    N6S10A115    Annual    20-Apr-18    23-Mar-18    Management      14      Close Meeting          Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1a      Elect Director John P. Case    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1b      Elect Director William Cavanaugh, III    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1c      Elect Director Alan H. Cohen    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1d      Elect Director James B. Connor    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1e      Elect Director Ngaire E. Cuneo    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1f      Elect Director Charles R. Eitel    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1g      Elect Director Norman K. Jenkins    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1h      Elect Director Melanie R. Sabelhaus    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1i      Elect Director Peter M. Scott, III    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1j      Elect Director David P. Stockert    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1k      Elect Director Chris Sultemeier    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1l      Elect Director Michael E. Szymanczyk    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      1m      Elect Director Lynn C. Thurber    For    For    Yes    No

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      2      Advisory Vote to Ratify Named Executive Officers’ Compensation    For    For    Yes    No


Vote Summary Report

Reporting Period: 07/01/2017 to 06/30/2018

Institution Account(s): 930 - Ivy Apollo Multi-Asset Income Fund (Global Real Estate Strategy)

 

<

Company
Name

   Ticker    Country    Primary
CUSIP
   Provider
Security ID
   Meeting
Type
   Meeting
Date
   Record
Date
   Proponent    Proposal
Number
    

Proposal

Text

   Management
Recommendation
   Vote
Instruction
   Voted    Vote Against
Management

Duke Realty Corporation

   DRE    USA    264411505    264411505    Annual    25-Apr-18    23-Feb-18    Management      3      Ratify KPMG LLP as Auditors    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      1.1      Elect Director Ronald L. Havner, Jr.    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      1.2      Elect Director Tamara Hughes Gustavson    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      1.3      Elect Director Uri P. Harkham    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      1.4      Elect Director Leslie S. Heisz    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      1.5      Elect Director B. Wayne Hughes, Jr.    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      1.6      Elect Director Avedick B. Poladian    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      1.7      Elect Director Gary E. Pruitt    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      1.8      Elect Director Ronald P. Spogli    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      1.9      Elect Director Daniel C. Staton    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      2      Advisory Vote to Ratify Named Executive Officers’ Compensation    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      3      Amend Bylaws    For    For    Yes    No

Public Storage

   PSA    USA    74460D109    74460D109    Annual    25-Apr-18    01-Mar-18    Management      4      Ratify Ernst & Young LLP as Auditors    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      1      Receive Directors’ Reports on Statutory and Consolidated Financial Statements (Non-Voting)          Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      2      Receive Auditors’ Reports Re: Item 1          Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      3      Receive Explanation of Company’s Dividend Policy          Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      4      Approve Financial Statements and Allocation of Income    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      5a      Approve Discharge of Statutory Manager    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      5b      Approve Discharge of Permanent Representative of Statutory Manager    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      5c      Approve Discharge of Auditors    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      6      Approve Remuneration of Manager    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      7      Approve Remuneration Report    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      8      Approve Financial Statements and Allocation of Income of Colfridis Real Estate BVBA    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      9a      Approve Discharge of Managers of Colfridis Real Estate BVBA    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      9b      Approve Discharge of Auditors of Colfridis Real Estate BVBA    For    For    Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      10      Receive Information on Reappointment of Joost Uwents as Director          Yes    No

Warehouses de Pauw

   WDP    Belgium    B9774V120    B9774V120    Annual    25-Apr-18    11-Apr-18    Management      11      Receive Information on Reappointment of Cynthia Van Hulle as Director          Yes    No

Warehouses de Pauw

   WDP