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What smart money is saying about LOG Commercial Properties

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No fund has written a full thesis on LOG Commercial Properties in our archive, but 1 fund letter reports a position in it, most recently Third Avenue International Real Estate Value Fund in June 2026.

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1
Reported positions
0
Bought
0
Sold
1
Letter

Position history

Every position in LOG Commercial Properties on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.

Fund letters reporting a position in LOG Commercial Properties, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position

  • “In light of these demand drivers, the Fund initiated an investment in Australia’s Dexus Industria REIT (“Dexus Industria”), adding a high-quality, e-commerce- and logistics- driven industrial platform to an existing industrial exposure that already includes nearshoring-oriented plays in Central and Eastern Europe (CTP NV and Warehouses De Pauw), Southeast Asia (Amata Corporation), and Mexico (Corp. Inmobiliaria Vesta S.A.B. de CV.), as well as logistics and e- commerce exposure in Brazil (LOG Commercial Properties).”
    LOG Commercial Properties

Read the letters behind these LOG Commercial Properties 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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