What smart money is saying about Home REIT
HOME.L
No fund has written a full thesis on Home REIT in our archive, but 2 fund letters report a position in it — most recently AVI MIGO Opportunities Trust in June 2026.
2
Reported positions
2
Bought
0
Sold
2
Letters
Fund activity · 2 positions · 2 moves
- New positionAVI MIGO Opportunities TrustJune 2026
“HOME is an interesting special situation with a NAV effectively comprised entirely of cash.”
Read the letterHome REIT - New positionAVI Worldwide Opportunities Fund (Asset Value Investors)June 2026
“The other detractor to note was Home REIT (HOME), a position introduced to the portfolio in the early part of the quarter.”
Read the letterHome REIT
Read the letters behind these Home REIT positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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