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What smart money is saying about Ingenia Communities GroupAustralia flag

INA.AX

No fund has written a full thesis on Ingenia Communities Group in our archive, but 1 fund letter reports a position in it — most recently Third Avenue Real Estate Value Fund in March 2026.

1
Reported positions
1
Bought
0
Sold
1
Letter

Position history

Every position in Ingenia Communities Group on record in the archive was reported in Q1 2026, across 1 fund letter1 opened or added to the position.

Fund letters reporting a position in Ingenia Communities Group, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261100

Fund activity · 1 position · 1 move

  • Of note, the Fund added to several holdings where the price- to-value gap broadened to historically wide levels amid recent volatility, including certain commercial-centric issuers (U-Haul Holdings and FirstService Corp.) and select international companies (Accor SA and Ingenia Communities).
    Read the letterIngenia Communities Group

Read the letters behind these Ingenia Communities Group 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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