Perennial Investment Partners LTD

data from 30/09/2014

Capitalization

$ 178.188 M -18.88 %

Average holding period

4 ans

Performance

$ 74.757 M 20.21 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Perennial Investment Partners LTD

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/09/30 SPG Simon Property Group Inc 4.57% 8.144 M $ 49529 2013/06/30 -154.898 K $ -1.12 %
2014/09/30 GILD Gilead Sciences Inc 3.28% 5.848 M $ 54935 2013/06/30 1.293 M $ 28.39 %
2014/09/30 MSFT Microsoft Corp 3.23% 5.748 M $ 123983 2013/06/30 623.428 K $ 11.17 %
2014/09/30 VOYA Voya Financial Inc 2.63% 4.679 M $ 119658 2014/03/31 305.416 K $ 7.60 %
2014/09/30 Health Care REIT Inc 2.46% 4.385 M $ 70314 2013/09/30 -35.705 K $ -0.49 %
2014/09/30 COF Capital One Financial Corp 2.24% 3.994 M $ 48939 2013/06/30 -47.960 K $ -1.19 %
2014/09/30 GM General Motors Co 2.18% 3.892 M $ 121866 2013/06/30 -531.335 K $ -12.01 %
2014/09/30 ESS Essex Property Trust Inc 2.16% 3.853 M $ 21554 2013/06/30 -179.520 K $ -3.33 %
2014/09/30 CPT Camden Property Trust 2.16% 3.849 M $ 56158 2014/03/31 -241.260 K $ -3.68 %
2014/09/30 RHP Ryman Hospitality Properties I 2.15% 3.831 M $ 81000 2014/03/31 -68.850 K $ -1.77 %
2014/09/30 CSX CSX Corp 2.09% 3.717 M $ 115946 2013/06/30 146.091 K $ 4.09 %
2014/09/30 LOW Lowe's Cos Inc 2.00% 3.563 M $ 67319 2013/06/30 331.882 K $ 10.27 %
2014/09/30 ABBV AbbVie Inc 1.98% 3.523 M $ 61000 2014/09/30 0.000 $ 0.00 %
2014/09/30 BXP Boston Properties Inc 1.95% 3.470 M $ 29978 2013/06/30 -116.164 K $ -2.05 %
2014/09/30 GS Goldman Sachs Group Inc/The 1.85% 3.304 M $ 18000 2013/06/30 290.339 K $ 9.63 %
2014/09/30 General Growth Properties Inc 1.84% 3.280 M $ 139278 2013/06/30 -2.250 K $ -0.04 %
2014/09/30 LRCX Lam Research Corp 1.81% 3.230 M $ 43236 2013/09/30 306.975 K $ 10.51 %
2014/09/30 GOOGL Google Inc 1.80% 3.207 M $ 5451 2013/06/30 20.713 K $ 0.65 %
2014/09/30 Avago Technologies Ltd 1.76% 3.130 M $ 35978 2013/09/30 537.151 K $ 20.72 %
2014/09/30 Dun & Bradstreet Corp/The 1.71% 3.054 M $ 26000 2014/03/31 189.019 K $ 6.60 %
2014/09/30 PSA Public Storage 1.68% 2.987 M $ 18012 2013/09/30 -159.255 K $ -3.22 %
2014/09/30 UHAL AMERCO 1.53% 2.720 M $ 10387 2013/12/31 -196.559 K $ -9.94 %
2014/09/30 KIM Kimco Realty Corp 1.52% 2.716 M $ 123943 2013/06/30 -151.567 K $ -4.66 %
2014/09/30 HST Host Hotels & Resorts Inc 1.52% 2.709 M $ 127013 2013/06/30 -140.784 K $ -3.09 %
2014/09/30 SL Green Realty Corp 1.45% 2.582 M $ 25485 2013/06/30 -325.538 K $ -7.40 %
2014/09/30 WU Western Union Co/The 1.39% 2.476 M $ 154370 2014/09/30 0.000 $ 0.00 %
2014/09/30 WHR Whirlpool Corp 1.39% 2.476 M $ 17000 2013/09/30 109.310 K $ 4.62 %
2014/09/30 UDR UDR Inc 1.38% 2.460 M $ 90292 2013/12/31 -207.698 K $ -4.82 %
2014/09/30 ARE Alexandria Real Estate Equitie 1.35% 2.397 M $ 32508 2013/09/30 -205.886 K $ -5.01 %
2014/09/30 DLR Digital Realty Trust Inc 1.34% 2.394 M $ 38370 2013/06/30 187.255 K $ 6.96 %
2014/09/30 LYB LyondellBasell Industries NV 1.31% 2.336 M $ 21500 2013/06/30 236.714 K $ 11.28 %
2014/09/30 AMT American Tower Corp 1.28% 2.276 M $ 24306 2013/06/30 0.000 $ 0.00 %
2014/09/30 HCP HCP Inc 1.27% 2.267 M $ 57091 2014/09/30 0.000 $ 0.00 %
2014/09/30 LEA Lear Corp 1.26% 2.247 M $ 26000 2013/12/31 -75.659 K $ -3.26 %
2014/09/30 OFC Corporate Office Properties Tr 1.22% 2.167 M $ 84251 2013/12/31 -278.619 K $ -7.52 %
2014/09/30 Michael Kors Holdings Ltd 1.17% 2.078 M $ 29110 2013/06/30 -157.694 K $ -19.52 %
2014/09/30 C Citigroup Inc 1.16% 2.073 M $ 40000 2013/09/30 188.799 K $ 10.02 %
2014/09/30 AVB AvalonBay Communities Inc 1.13% 2.006 M $ 14230 2014/09/30 0.000 $ 0.00 %
2014/09/30 INTU Intuit Inc 1.12% 1.996 M $ 22774 2013/06/30 162.150 K $ 8.84 %
2014/09/30 AAL American Airlines Group Inc 1.07% 1.914 M $ 53952 2013/12/31 -694.660 K $ -17.41 %
2014/09/30 BX Blackstone Group LP/The 1.06% 1.889 M $ 60000 2014/06/30 -96.500 K $ -5.77 %
2014/09/30 LMT Lockheed Martin Corp 1.03% 1.828 M $ 10000 2014/03/31 165.375 K $ 13.72 %
2014/09/30 KRC Kilroy Realty Corp 1.01% 1.807 M $ 30401 2013/06/30 -138.024 K $ -4.56 %
2014/09/30 MNK Mallinckrodt PLC 1.01% 1.803 M $ 20000 2014/09/30 0.000 $ 0.00 %
2014/09/30 PKY Parkway Properties Inc/Md 1.01% 1.796 M $ 95631 2013/09/30 -277.431 K $ -9.05 %
2014/09/30 XOM Exxon Mobil Corp 1.00% 1.787 M $ 19000 2013/06/30 -125.970 K $ -6.58 %
2014/09/30 CVS CVS Health Corp 0.98% 1.751 M $ 22000 2014/06/30 92.839 K $ 5.60 %
2014/09/30 Sovran Self Storage Inc 0.98% 1.750 M $ 23530 2013/06/30 -108.892 K $ -3.73 %
2014/09/30 REG Regency Centers Corp 0.95% 1.701 M $ 31593 2013/12/31 -93.234 K $ -3.32 %
2014/09/30 PEI Pennsylvania Real Estate Inves 0.92% 1.633 M $ 81918 2014/09/30 0.000 $ 0.00 %
2014/09/30 PEB Pebblebrook Hotel Trust 0.90% 1.604 M $ 42970 2013/09/30 28.029 K $ 1.03 %
2014/09/30 DEI Douglas Emmett Inc 0.88% 1.561 M $ 60795 2013/06/30 -251.103 K $ -9.04 %
2014/09/30 LHO LaSalle Hotel Properties 0.87% 1.553 M $ 45369 2013/06/30 -78.597 K $ -2.97 %
2014/09/30 GCI Gannett Co Inc 0.86% 1.531 M $ 51600 2014/06/30 -50.019 K $ -5.24 %
2014/09/30 O Realty Income Corp 0.85% 1.523 M $ 37333 2014/06/30 -212.636 K $ -8.18 %
2014/09/30 FCH FelCor Lodging Trust Inc 0.83% 1.481 M $ 158222 2014/06/30 -255.124 K $ -10.94 %
2014/09/30 M Macy's Inc 0.78% 1.396 M $ 24000 2013/06/30 3.839 K $ 0.28 %
2014/09/30 KMB Kimberly-Clark Corp 0.78% 1.381 M $ 13396 2013/06/30 -48.902 K $ -3.28 %
2014/09/30 FR First Industrial Realty Trust 0.77% 1.371 M $ 81101 2013/09/30 -365.968 K $ -10.25 %
2014/09/30 PLD Prologis Inc 0.75% 1.333 M $ 35367 2013/06/30 -308.693 K $ -8.25 %
2014/09/30 Barnes & Noble Inc 0.75% 1.332 M $ 67500 2014/06/30 -140.300 K $ -13.39 %
2014/09/30 MAC Macerich Co/The 0.72% 1.280 M $ 20050 2014/03/31 -117.486 K $ -4.37 %
2014/09/30 BXMT Blackstone Mortgage Trust Inc 0.70% 1.247 M $ 46000 2014/06/30 -87.399 K $ -6.55 %
2014/09/30 American Realty Capital Proper 0.65% 1.154 M $ 95704 2014/06/30 -52.121 K $ -3.75 %
2014/09/30 GE General Electric Co 0.63% 1.115 M $ 43519 2013/06/30 -17.877 K $ -1.56 %
2014/09/30 USG Corp 0.62% 1.100 M $ 40000 2013/12/31 -105.199 K $ -8.73 %
2014/09/30 BAH Booz Allen Hamilton Holding Co 0.59% 1.053 M $ 45000 2014/09/30 0.000 $ 0.00 %
2014/09/30 DOW Dow Chemical Co/The 0.52% 918.000 K $ 17500 2014/03/31 0.000 $ 0.00 %
2014/09/30 EMC EMC Corp/MA 0.50% 887.000 K $ 30329 2013/12/31 0.000 $ 0.00 %
2014/09/30 Ramco-Gershenson Properties Tr 0.47% 835.000 K $ 51364 2014/09/30 0.000 $ 0.00 %
2014/09/30 Equinix Inc 0.44% 789.000 K $ 3858 2014/09/30 0.000 $ 0.00 %
2014/09/30 Babcock & Wilcox Co/The 0.43% 771.000 K $ 27855 2014/06/30 -95.400 K $ -14.70 %
2014/09/30 HPP Hudson Pacific Properties Inc 0.43% 761.000 K $ 30862 2014/09/30 0.000 $ 0.00 %
2014/09/30 AMCX AMC Networks Inc 0.39% 701.000 K $ 12000 2014/09/30 0.000 $ 0.00 %
2014/09/30 MUR Murphy Oil Corp 0.38% 669.000 K $ 11757 2013/09/30 -198.213 K $ -14.39 %
2014/09/30 King Digital Entertainment Plc 0.36% 648.000 K $ 51000 2014/09/30 0.000 $ 0.00 %
2014/09/30 Spirit Realty Capital Inc 0.35% 618.000 K $ 56340 2013/12/31 -37.645 K $ -3.43 %
2014/09/30 Washington Prime Group Inc 0.26% 463.000 K $ 26511 2014/06/30 -55.190 K $ -6.88 %
2014/09/30 BITA Bitauto Holdings Ltd 0.22% 390.000 K $ 5000 2014/06/30 249.049 K $ 60.16 %
2014/09/30 CNHI CNH Industrial NV 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/09/30 ACC American Campus Communities In 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2014/09/30 Owens-Illinois Inc 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2014/09/30 SVU SUPERVALU Inc 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2014/09/30 VTR Ventas Inc 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %
2014/09/30 COO Cooper Cos Inc/The 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2014/09/30 SBRA Sabra Health Care REIT Inc 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2014/09/30 DTV DIRECTV 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2014/09/30 SKT Tanger Factory Outlet Centers 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2014/09/30 KODK Eastman Kodak Co 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2014/09/30 EQR Equity Residential 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %