What smart money is saying about Centuria Industrial REIT
CIP.AX
No fund has written a full thesis on Centuria Industrial REIT in our archive, but 1 fund letter reports a position in it, most recently PM Capital Global Companies Fund, Australian Companies Fund & Enhanced Yield Fund in September 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Centuria Industrial REIT on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- September 2026
“The largest detractor was Centuria Industrial REIT. The main driver was the move in bond yields, to which property trusts are particularly sensitive. Higher yields raise the return the market requires from property, which puts downward pressure on valuations. The underlying business fundamentals remain robust with industrial rents rising on the back of reduced vacancy rates and increasing demand. We took advantage of the weakness over the last couple of months to rebuild our position in the company after previously reducing our exposure in late 2025 close to the highs in the stock price.”
Centuria Industrial REIT
Read the letters behind these Centuria Industrial REIT positions
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