What smart money is saying about Neinor Homes SA
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No fund has written a full thesis on Neinor Homes SA in our archive, but 2 fund letters report a position in it, most recently Third Avenue International Real Estate Value Fund in June 2026.
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2
Reported positions
2
Bought
0
Sold
2
Letters
Position history
Every position in Neinor Homes SA on record in the archive was reported in Q2 2026, across 2 fund letters, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 2 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- June 2026
“Q2 2026 INTERNATIONAL REAL ESTATE VALUE FUND Portfolio Manager Commentary INSTITUTIONAL: REIFX | Z: REIZX www.thirdave.com | 1 ACTIVITY A new investment in leading Spanish homebuilder Neinor Homes S.A. (“Neinor”) deepens the Fund’s exposure to a high conviction structural theme: residential real estate markets that are chronically and structurally undersupplied.”
Neinor Homes SA - AddedDNCA Invest Explorer Smid EuroJune 2026
“We strengthened our positions in Edenred, a specialist in employee benefits, whose latest quarterly results confirm the group's good growth trajectory despite short-term regulatory headwinds; in Technip Energies, a leader in engineering for the energy sector, whose historically high order book is supported by the needs for diversification and security of energy supplies, and in Neinor Homes, a Spanish real estate developer, which should benefit from the €7 billion plan announced by the Spanish government to support the construction of affordable housing.”
Neinor Homes SA
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