Australian Unity Office Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

ASX:AOF Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Jan 25	SellAU$4,411,863	Axar Capital Management LP	Company	4,162,135	AU$1.06
20 Jan 25	SellAU$3,188,060	Maso Capital Investments Limited	Company	3,007,604	AU$1.06
20 Jan 25	SellAU$9,255,668	Nantahala Capital Management, LLC	Company	8,731,763	AU$1.06
16 Jan 25	BuyAU$19,313,984	WAM Strategic Value Limited	Company	17,656,717	AU$1.42
27 May 24	SellAU$261,588	WAM Strategic Value Limited	Company	192,383	AU$1.39

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AOF?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	786,975	0.479%
Public Companies	823,600	0.501%
General Public	6,958,790	4.23%
Hedge Funds	8,864,671	5.39%
Institutions	45,959,102	28%
Private Companies	100,990,299	61.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 95.53% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
19.5%	Taverners Management Pty Limited	31,968,186	AU$35.0m	0%	no data
16.5%	WAM Strategic Value Limited	27,164,334	AU$29.7m	180%	24.87%
10.6%	Taverner Pty Ltd	17,476,393	AU$19.1m	0%	no data
8.82%	Taverners J Pty Ltd	14,491,793	AU$15.9m	0%	no data
6.18%	Australian Unity Property Funds Management Limted	10,160,637	AU$11.1m	-12.9%	100.0%
6.01%	Fern Estates Pty Ltd	9,886,025	AU$10.8m	17.5%	no data
5.45%	Maso Capital Arbitrage Fund Limited	8,956,010	AU$9.8m	0%	no data
5.39%	Athos Capital Limited	8,864,671	AU$9.7m	0%	1.54%
4.9%	Valtellina Properties Pty Ltd	8,049,784	AU$8.8m	-3.42%	no data
2.31%	Lifeplan Australia Friendly Society Limited	3,797,500	AU$4.2m	0%	no data
1.44%	Glazer Capital, LLC	2,368,955	AU$2.6m	0%	0.25%
1.26%	Lifeplan Australian Funeral Benefit Fund No.2	2,075,094	AU$2.3m	0%	no data
1.17%	Bertalli Family Foundation Pty Ltd	1,926,780	AU$2.1m	17.4%	no data
1.03%	Ayersland Pty. Ltd.	1,685,708	AU$1.8m	0%	no data
0.74%	Lifeplan Australian Management Fund	1,218,090	AU$1.3m	0%	no data
0.73%	Jatam Investments Pty Limited	1,207,344	AU$1.3m	0%	no data
0.63%	Dimensional Fund Advisors LP	1,031,846	AU$1.1m	-1.71%	no data
0.59%	The SIJ Partnership	974,124	AU$1.1m	0%	no data
0.52%	Franklin Resources, Inc.	856,800	AU$938.2k	-7.43%	no data
0.5%	nib holdings limited	823,600	AU$901.8k	0%	no data
0.43%	Riotek Pty Ltd	704,968	AU$771.9k	0%	no data
0.35%	Netwealth Investments Ltd.	574,767	AU$629.4k	-13.4%	no data
0.23%	Beebee Holdings Pty Ltd	370,000	AU$405.1k	0%	no data
0.12%	Paul Brotchie	200,000	AU$219.0k	0%	no data
0.12%	Kenneth Wallace	200,000	AU$219.0k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/01 04:40
End of Day Share Price	2025/01/31 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Australian Unity Office Fund is covered by 3 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Bhupen Master	Credit Suisse
Leanne Truong	Ord Minnett Limited
Milo Ferris	Ord Minnett Limited