Real Estate specialists, and what they own
9 strategies from 5 managers run a real estate strategy. Between them they have published 38 letters — every position and every thesis below is quoted from the letter it came from.
- Baron Real Estate Strategy9 letters
Baron · US Large-cap Real Estate · 38 companies · latest Sep 2026
- Baron Real Estate Income Strategy8 letters
Baron · US Large-cap Real Estate · 49 companies · latest Sep 2026
- Third Avenue International Real Estate Value Fund6 letters
Third Avenue · International Real Estate · 17 companies · latest Jun 2026
- Guinness Global Real Assets Fund5 letters
Guinness · Global Large-cap Real Estate · 28 companies · latest Aug 2026
- Third Avenue Real Estate Value Fund5 letters
Third Avenue · Global Mid-cap Real Estate · 42 companies · latest Sep 2026
- TCW Global Real Estate Fund2 letters
TCW · Global Real Estate · 2 companies · latest Sep 2025
- Davis Real Estate Fund1 letter
Davis Funds · Real Estate · 1 company · latest Jun 2025
- Third Avenue Management International Real Estate Value Fund1 letter
Third Avenue · International Real Estate · 8 companies · latest Dec 2025
- Third Avenue Management Real Estate Value Fund1 letter
Third Avenue · Real Estate · 21 companies · latest Dec 2025