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Real Estate
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 2, 2026 |
Warden Capital Hawkins Entrekin
|
View | AI, Biotechnology, Real Estate | ARE, MTN, PLD, PLTR, QURE | AI, Biotechnology, Commercial real estate, Defensive, Shorts, value |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue Real Estate Value Fund Jason Wolf
|
View | Value, Buybacks, Homebuilders, Real Estate | AMH, BKG.L, BRK-A, BYG.L, CBRE, DHI, FMCC, FNF, FNMA, FPH, JLL, LEN, PHM, PLD, RYN, SKY, SUI, UHAL, UTG.L, WY | Commercial, Homebuilders, real estate, REIT, Residential, value |