What smart money is saying about Wharf Holdings Limited
0004.HK
No fund has written a full thesis on Wharf Holdings Limited in our archive, but 2 fund letters report a position in it — most recently Third Avenue Real Estate Value Fund in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Wharf Holdings Limited — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
“At quarter- end, these included companies involved with: Commercial Real Estate (Big Yellow, CK Asset, Jardine Matheson, Scentre Group, Hang Lung Group, and Wharf Holdings); Residential Real Estate (Berkeley Group and Ingenia Communities); and Real Estate Services (Savills and Accor).”
Wharf Holdings Limited - June 2026
“the Fund reduced various positions within the North American (D.R. Horton and WESCO International) and Asia Pacific (CK Asset Holdings and Wharf Holdings) regions”
Wharf Holdings Limited
Read the letters behind these Wharf Holdings Limited positions
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