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FAQs

  • For account-related assistance, Columbia shareholders and their financial representatives should contact the entity with whom the shares are held. All Columbia shares are held either in a registered account at Columbia’s transfer agent, American Stock Transfer & Trust Company (“AST”), or in a brokerage account held by a bank, broker or custodian. If you are unsure of how your (or your client’s) shares are held, please contact our transfer agent, AST, for guidance.

    American Stock Transfer & Trust Company
    Phone: 855-347-0042 (toll-free)
    Email: info@amstock.com
    (For your protection, please do not send personal or account information via email.)

    For registered (or direct) shareholders whose accounts are held with Columbia's transfer agent, AST, please direct account-specific questions to AST. (Please note that AST can only speak with a financial representative if the shareholder of record is also on the phone.)

    For beneficial owners whose shares are held in a brokerage account at a bank, broker, or custodian, please direct questions to the bank, broker, or custodian at which the shares are held.

    Note: Columbia's transfer agent, AST, maintains historical account information for most beneficial owners who were Columbia shareholders prior to the Company’s listing on the NYSE on October 10, 2013, up to the point that the shares were transferred to a brokerage account.

    The exception is shareholders with Individual Retirement Accounts (IRAs) held by First Trust Retirement as custodian. For any IRAs held by First Trust Retirement, please contact First Trust Retirement for assistance at 855-387-3847 or ftr@dstsystems.com.
  • Please contact First Trust Retirement for assistance at 855-387-3847 or ftr@dstsystems.com.
  • If your shares are registered directly in your name with the Company’s transfer agent, American Stock Transfer & Trust Company, LLC ("AST"), you are considered a registered, or direct, shareholder of those shares (also sometimes referred to as a “shareholder of record”).

    If your shares are held in a brokerage account at a bank, broker, or custodian, you are considered the beneficial owner of those shares.

    Consistent with other publicly-traded companies, most Columbia shareholders today hold their shares in brokerage accounts, as this form of ownership may provide advantages such as monthly account statements and other account services that are not available to registered shareholders.
  • Registered (or direct) shareholders whose shares are registered with Columbia’s transfer agent, American Stock Transfer & Trust Company, LLC ('AST'), can receive correspondence and obtain account information related to their stock ownership (such as tax forms and the Notice of Annual Meeting) via email and/or the secure Shareholder Account Access website provided by AST. To sign up, please go to AST's website, www.amstock.com.

    Beneficial owners of shares should contact their bank, broker, or custodian directly for assistance in signing up for electronic delivery.
  • Please note that Columbia does not provide tax advice. Shareholders should consult a tax professional for assistance in calculating their cost basis.

    By means of its designated transfer agent, Columbia has always, and will continue to, provide current year tax information to shareholders on the appropriate tax form in advance of tax filing deadlines, as required by law. Year-end tax reporting data is provided in our Form 10-Ks filed with the SEC, which are available on our SEC Filings page or at www.SEC.gov. Also, for the year ended December 31, 2013, and afterward, we report such data to www.REIT.com, a public website hosted by the National Association of Real Estate Investment Trusts (NAREIT).

    If your Columbia shares are or were held in an after tax (non-qualified) account, you may wish to reference our chart of Historical 1099-DIV Information. This chart shows the historical taxable breakdown of distributions from the Company’s inception to the present, using consolidated data from various filings with the SEC by Columbia (f/k/a Wells Real Estate Investment Trust II, Inc.).
  • At the time of Columbia’s listing, the Company provided all shareholders (except those whose shares were held in an IRA) with a Direct Registration Transaction Advice (commonly referred to as a “DRTA”) which showed their account registration and share balance as of October 10, 2013. This information was provided to enable shareholders to transfer their directly held shares from Columbia’s transfer agent to a brokerage account with a firm of their choosing following the listing. Most shareholders have moved their shares from Columbia’s transfer agent to a brokerage account.

    On August 22, 2014, Columbia changed its transfer agent to American Stock Transfer & Trust Company, LLC (“AST”). Therefore, any shares not moved to a brokerage account are now held in an account at AST. Please note that such shareholders may need to obtain a current account report or statement from AST if they wish to transfer their shares to a brokerage account.

    Columbia shareholders who held their shares in an Individual Retirement Account (IRA) with First Trust Retirement (“FTR”) as custodian had no change to their account(s) at the time of Columbia’s NYSE listing.

    Columbia shareholders whose shares were held by a custodian other than FTR had their shares automatically transferred to a brokerage account at their respective custodians at the time of Columbia’s listing.

    If you have questions about your Columbia account and are not sure whom to contact for assistance, please contact AST for guidance at 855-347-0042 or info@amstock.com or, for IRAs held with FTR, contact FTR for assistance at 855-387-3847 or ftr@dstsystems.com.
  • Prior to, and in preparation for, Columbia’s listing on the New York Stock Exchange in October 2013, Columbia executed a four-for-one reverse stock split of the Company’s outstanding shares. This split was effective August 14, 2013. Columbia made cash-in-lieu payments to shareholders for any fractional shares remaining after the reverse stock split.

    Click here to read the Form 8-K Columbia filed with the SEC on August 7, 2013, regarding the reverse stock split.
  • Columbia’s transfer agent is American Stock Transfer & Trust Company, LLC (“AST”). As transfer agent, AST provides Shareholder Services for Columbia and maintains stock registries for all Columbia shareholders whose shares have not been moved to a brokerage account. AST also maintains historical account records for most shareholders who owned Columbia shares prior to the Company’s listing on the NYSE on October 10, 2013, up through the point at which the shares were transferred to a brokerage account.*

    AST can be reached at the following:

    Phone: 855-347-0042 (toll-free)
    Fax: 718-236-2641
    Email: info@amstock.com
    Mail: 6201 15th Avenue
            Brooklyn, NY 11219
    www.amstock.com

    For your protection, please do not send personal or account information via email.

    *AST does not have historical records for Individual Retirement Accounts (IRAs) held with First Trust Retirement as custodian. Shareholders with IRAs at First Trust must contact First Trust for assistance at 855-387-3847 or ftr@dstsystems.com.
  • AST, which was appointed as Columbia’s transfer agent on August 22, 2014, does not distribute quarterly account statements to shareholders. Therefore, any shareholders who continue to hold their shares directly at AST no longer receive a statement for their Columbia shares. This practice is consistent with that of transfer agents for other publicly-traded companies.

    Most brokers (though not all) generate monthly statements for shares moved to brokerage accounts; therefore shareholders who wish to receive account statements should consider moving their shares to a brokerage firm that provides this service.
  • To obtain a current report of your shares, you should contact the firm or institution at which your shares are now held. All Columbia shares are held either in a registered account at Columbia’s transfer agent, American Stock Transfer & Trust Company (“AST”), or in a brokerage account held by a bank, broker or custodian. If you are unsure of how your (or your client’s) shares are held, please contact our transfer agent, AST, for guidance.

    American Stock Transfer & Trust Company
    Phone: 855-347-0042 (toll-free)
    Email: info@amstock.com
    (For your protection, please do not send personal or account information via email.)

    Registered (or direct) shareholders whose accounts are held with Columbia's transfer agent, AST, should contact AST.

    Beneficial owners whose shares are held in a brokerage account at a bank, broker, or custodian, should contact the bank, broker, or custodian at which the shares are held.

    Note: Beneficial owners who hold an Individual Retirement Account (IRA) with First Trust Retirement as custodian should contact First Trust Retirement for assistance at 855-387-3847 or ftr@dstsystems.com.
  • On February 20, 2013, in preparation for Columbia’s listing on the New York Stock Exchange in October 2013, the Company changed its name from Wells Real Estate Investment Trust II, Inc. (“Wells REIT II”) to Columbia Property Trust, Inc. At that time, the Company also internalized its management and operations and moved to its headquarters location at One Glenlake Parkway, Suite 1200, in Atlanta.
  • The common stock of Columbia Property Trust (“Columbia” or “the Company”) is listed and traded on the New York Stock Exchange (“NYSE”) under the ticker symbol “CXP.” The company’s shares became listed on the NYSE on October 10, 2013.
  • Like any other stock traded on the NYSE, Columbia’s common stock can be bought or sold through a bank, broker, or financial institution that offers brokerage services. At present, Columbia does not have a direct stock purchase plan.
  • To learn more about REITs and the potential benefits and risks of investing in REITs, please visit the website provided by the National Association of Real Estate Investment Trusts, www.InvestinREITs.com.
  • Historically, Columbia has typically paid a dividend to shareholders of record on a quarterly basis. While Columbia does not guarantee future dividends and reserves the right to change the dividend rate at any time, Columbia has paid a quarterly dividend without interruption since the first quarter of 2004.

    For information on the most recent dividend paid, please click here.
  • No, Columbia does not offer a dividend reinvestment plan at this time.
  • Dividends are paid quarterly by our transfer agent, American Stock Transfer & Trust LLC (“AST”), to either the shareholder of record, if the shares are held in an account with AST, or to the bank, broker, or custodian with whom the shares are held, if the shares are held in a brokerage account or Individual Retirement Account (“IRA”). In the latter case, the bank, broker or custodian is then responsible for distributing the dividend payments in accordance with the shareholder instructions.

    Shareholders may receive their dividend payments either by a check mailed to their address of record or via electronic transfer to a designated bank account. If you wish to change the delivery method by which your dividends are delivered to you, or the address of record to which they are delivered, you should contact AST (if your shares are held in an account at AST) at 855-347-0042 or info@amstock.com, or your bank, broker or custodian (if your shares are held in a brokerage account) for assistance.

    Note that shareholders whose shares are held in an IRA with First Trust Retirement (“FTR”) as custodian should contact FTR for assistance at 855-387-3847 or ftr@dstsystems.com.

    For your protection, please do not send personal or account information via email.
  • Dividend tax treatment information for Columbia’s common stock is usually announced by the third week of January. The information is subsequently posted in our Form 10-Ks filed with the SEC, which are available on our SEC Filings page or at www.sec.gov. Also, for the year ended December 31, 2013, and afterward, we report such data to www.REIT.com, a public website hosted by the National Association of Real Estate Investment Trusts (NAREIT). The information is also reported to direct shareholders on their Form 1099-DIV and reported to all banks, brokers, and custodians.

    For additional information, you may wish to reference our chart of Historical 1099-DIV Information.
  • To learn more about Columbia’s strategy, portfolio, and business objectives, and for an update on our progress, we encourage you to join our quarterly webcasts and conference calls, which are conducted by Columbia’s management and Investor Relations team in conjunction with our quarterly earnings press release and filings. In addition, we typically provide a quarterly Investor Presentation to accompany these materials. On our Webcasts & Presentations page, you can access our latest investor presentation and next webcast, as well as archived past presentations and webcasts.

    You can also find information about our portfolio in the Portfolio section of our website and in our Portfolio Summary, which are also updated quarterly. Additional financial information about our portfolio is provided in our quarterly Financial Supplemental reports.

    If you would like any such information to be sent to you via mail or email, please use our Information Request page.
  • To sign up for email alerts on our events, documents, press releases, closing stock price, and other information, please visit our Email Notification page.

    For information on how shareholders may sign up for electronic account access or correspondence, please see the question: “If I am a shareholder, how can I obtain electronic access and/or correspondence for my account?”
  • Please visit our Analyst Coverage page for a list of the analysts who cover Columbia.

    Please note that any opinions, estimates or forecasts regarding Columbia’s performance made by these analysts are theirs alone and do not represent opinions, forecasts or predictions of Columbia or its management. Columbia does not by its reference or distribution imply its endorsement of or concurrence with such information, conclusions or recommendations. Analysts’ reports or estimates can only be obtained from the analysts directly.
  • Please note: If you are a shareholder or servicing financial representative with a question about a Columbia account, please contact Columbia's transfer agent, American Stock Transfer & Trust Company, LLC, or your bank, broker, or custodian for assistance. Columbia does not give its investor relations or corporate personnel direct access to shareholder account information.

    Institutional investors, analysts, and others with questions about the Company and our financial performance, please contact:

    Investor Relations
    Columbia Property Trust
    One Glenlake Parkway, Suite 1200
    Atlanta, GA 30328-7267

    t 404-465-2227
    e IR@columbia.reit

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