
What smart money is saying about Ayala Land
1 fund in our archive has pitched Ayala Land — most recently Harris Oakmark International Small Cap Strategy in June 2025.
Ayala Land, Inc. operates as a property developer in the Philippines. It operates through Property Developments, International, Shopping Centers, Offices, Hotels and Resorts, Construction, and Property Management and Others segments. The company sells high-end and upper middle-income residential lots and units, affordable housing units and lots, and economic housing and leisure community developments; leases residential developments under joint venture; acquires, develops, and sells large-scale, mixed-use, and master-planned communities; and sells override units. It also develops and sells of residential lots and units. In addition, it also develops shopping centers, and leases retail space and land to third parties; operates movie theaters, food courts, entertainment facilities, gas stations, and car parking in shopping centers; manages and operates malls; develops, leases, and sells office buildings; and sells industrial lots and leases factory building. Further, it engages in the development and management of hotels and resorts/serviced apartments; leasing of land to hotel tenants; and land development and construction, and facilities management activities. The company was incorporated in 1988 and is based in Makati City, the Philippines.
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Position history
Between Q2 2025 and Q1 2026, 2 fund letters reported a position in Ayala Land, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions
- HoldsHarding LoevnerMarch 2026
Listed in Harding Loevner’s reported holdings.
Ayala Land - March 2026
Listed in Frontier Emerging Markets Equity’s reported holdings.
Ayala Land
Also mentioned · 1
These funds discuss Ayala Land — as a competitor, benchmark or comparable — without disclosing a position in it.
- July 2026
Named in a table in Harding Loevner Frontier Emerging Markets Equity’s letter.
Ayala Land
Fund coverage · 1 thesis
Ayala Land is the largest private land-owner in the Philippines and an attractive investment opportunity due to favorable demographic trends, a consumption-driven economy, and a strategic shift towards profitable estate development.
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