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Disclosery

Perpetual Ltd: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perpetual Ltd on SRE, newest first. How the timeline and the estimate are built.

Perpetual Ltd held 2,834,701 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,834,701 shares
    Change vs previous 13F -204,454 shares

    3.75% of the 13F portfolio, value $262,805,130.

    13F-HR 0001104659-26-083835 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,039,155 shares
    Change vs previous 13F -169,725 shares

    4.53% of the 13F portfolio, value $295,314,691.

    13F-HR 0001104659-26-042917 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,208,880 shares
    Change vs previous 13F -26,227 shares

    4.1% of the 13F portfolio, value $283,312,015.

    13F-HR 0001104659-26-004946 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,235,107 shares
    Change vs previous 13F +1,200,559 shares

    3.61% of the 13F portfolio, value $291,094,928.

    13F-HR 0001104659-25-098515 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,034,548 shares
    Change vs previous 13F -544,832 shares

    1.81% of the 13F portfolio, value $154,157,701.

    13F-HR 0001104659-25-067159 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,579,380 shares
    Change vs previous 13F +97,774 shares

    2.22% of the 13F portfolio, value $184,064,557.

    13F-HR 0001104659-25-038201 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,481,606 shares
    Change vs previous 13F -268,467 shares

    2.56% of the 13F portfolio, value $217,686,478.

    13F-HR 0001104659-25-004279 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,750,073 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $229,988,605.

    13F-HR 0001104659-24-107159 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).