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Third Avenue Real Estate Value Fund's investment thesis on Segro plc ($SGRO.L) — Q2 2026 | Buyside Digest

$SGRO.LNASDAQSegro plc

BULL

Third Avenue Real Estate Value Fund—SGRO.L

Fund Letter

Q2 2026

Published July 17, 2026

$936.80USD

-1.4% vs last month

$979.00Pitched

-4.3% since pitch

Market Cap$13.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

The Third Avenue Real Estate Value Fund returned 5.99% in Q2 2026, underperforming its benchmark which returned 8.21%. The Fund maintains...

— Jason Wolf, Ryan Dobratz

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