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Portfolio (Quarterly) Guide ↗

UniSuper Management Pty Ltd

· CIK 0001989400
13F Portfolio $15.3B AUM 664 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 185 Added 283 Reduced 18 Exited
Page 30 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CASY CASEYS GEN STORES INC Consumer Cyclical 720.0 $524K 0.00% NEW $727.86 +15.7%
582 AKR ACADIA RLTY TR Real Estate 27,400.0 $524K 0.00% +700.0 +2.6% $19.12 +10.5%
583 APLE APPLE HOSPITALITY REIT INC Real Estate 45,400.0 $523K 0.00% $11.51 +44.1%
584 FCPT FOUR CORNERS PPTY TR INC Real Estate 22,000.0 $520K 0.00% $23.65 +3.6%
585 NTRA NATERA INC Healthcare 2,600.0 $520K 0.00% $199.99 +15.7%
586 NWS NEWS CORP NEW Communication Services 17,940.0 $511K 0.00% -239.0 -1.3% $28.51 +0.8%
587 AGI ALAMOS GOLD INC NEW Basic Materials 8,100.0 $501K 0.00% $61.89 -41.3%
588 CW CURTISS WRIGHT CORP Industrials 720.0 $490K 0.00% NEW $681.12 +13.3%
589 HIW HIGHWOODS PPTYS INC Real Estate 22,700.0 $486K 0.00% +1K +4.6% $21.41 +36.8%
590 IVT INVENTRUST PPTYS CORP Real Estate 15,800.0 $481K 0.00% $30.46 +12.7%
591 LINE LINEAGE INC Real Estate 14,500.0 $475K 0.00% $32.76 +26.3%
592 MPT MEDICAL PPTYS TRUST INC Financial Services 102,200.0 $473K 0.00% $4.63 -2.2%
593 BROOKFIELD ASSET MANAGMT LTD 7,500.0 $464K 0.00% $61.85
594 PK PARK HOTELS & RESORTS INC Real Estate 40,092.0 $422K 0.00% $10.53 +39.8%
595 LPLA LPL FINL HLDGS INC Financial Services 1,400.0 $421K 0.00% $300.83 -2.3%
596 MKL MARKEL GROUP INC Financial Services 220.0 $421K 0.00% $1914.07 -3.5%
597 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 700.0 $415K 0.00% $592.98 -9.5%
598 RB GLOBAL INC 3,100.0 $414K 0.00% $133.41
599 MDB MONGODB INC Technology 1,600.0 $392K 0.00% $244.77 +35.9%
600 DRH DIAMONDROCK HOSPITALITY CO Real Estate 41,500.0 $389K 0.00% $9.37 +31.4%
Page 30 of 34  ·  664 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Financial Services 13.4%
Communication Services 10.1%
Consumer Cyclical 8.2%
Industrials 8.0%
Healthcare 6.8%
Utilities 4.7%
Real Estate 3.7%
Consumer Defensive 3.5%
Energy 3.1%