CTPNV.AS Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	May 7, 2024	Third Avenue International Real Estate Value Fund	11.7%	0.0%	3231.T, 8923.T, AED.MC, BWR.UN.TO, BYG.L, CTPNV.AS, GLV.L, GRNG.L, INA.AX, NSR.AX, SHUR.L, SVI.TO, VEST.MX	Industrial, international, Japan, Nearshoring, real estate, REITs, Self Storage, value	Nearshoring growth in Mexico is driving strong tenant demand that exceeds new supply, with broad speculative development restricted by infrastructure constraints and high financing costs. Industrial cap rates are compressing and values increasing due to institutional demand. Similar trends are playing out in Central and Eastern Europe through CTP's operations.	3231.T 8923.T	View
2023 Q4	Jan 28, 2024	Third Avenue International Real Estate Value Fund	11.7%	0.0%	0016.HK, 0019.HK, 8923.T, BEI.TO, BYG.L, CTPNV.AS, GEST.L, GLV.L, HLI.L, INA.AX, NSR.AX, SHUR.L, SVI.TO, VESTA.MX	Asia, international, Nearshoring, real estate, REITs, value	Fund focuses on international real estate companies trading at significant discounts to net asset value. Manager sees opportunity in residential real estate with strong immigration and limited supply, industrial properties exposed to nearshoring trends, and select Japanese real estate companies.	0016.HK 0101.HK 0019.HK HLCL.L	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Third Avenue International Real Estate Value Fund	CTP NV	Real Estate	Industrial REITs	Bull	Euronext Amsterdam	development, Europe, Industrial, Logistics, Nearshoring, Self-Funding Model, supply chain, value creation	View Pitch

BSD Shareholders of CTPNV-AS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

CTPNV-AS

CTPNV-AS

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of CTPNV-AS

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