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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 16, 2026 | Third Avenue International Real Estate Value Fund | 2.2% | - | 0019.HK, 8439.T, AMATA.BK, BYG.L, CTPNV.AS, DXI.AX, DXS.AX, GLV.L, INA.AX, LLC.AX, LOGG3.SA, PLD, PSA, SGRO.L, SHUR.AS, SVI.TO, TAG.DE, VEST.MX, WDP.BR | Europe, Industrial, international, Logistics, real estate, REITs, Residential, value | DXI.AX TAG.DE |
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| 2025 Q1 | Mar 31, 2025 | Third Avenue International Real Estate Value Fund | 6.0% | 6.0% | 0016.HK, 3231.T, 8923.T, BYG.L, CTP.AS, G13.SI, GLV.L, INA.AX, MRL.MC, NSR.AX, SHUR.L, SUV.HK, SVI.TO, TAG.DE, UTG.L, WDP.BR | Currency, Dollar, international, Logistics, real estate, Regionalization, tariffs, value | Fund focuses on international real estate markets with deeply discounted valuations trading at 35% discount to real estate value. Portfolio emphasizes residential, industrial/logistics, and self-storage assets with pricing power and resilient cash flows. Limited new supply due to higher construction costs provides positive backdrop for long-term growth. | UTG.L WDP.BR CTP.AS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Third Avenue International Real Estate Value Fund | Warehouses De Pauw | Real Estate | Industrial REITs | Bull | Euronext Brussels | Belgium, e-commerce, Europe, Industrial, Logistics, Netherlands, REIT, Romania, Value | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||