What smart money is saying about MERLIN Properties SOCIMI, S.A.
MRL.MC
No fund has written a full thesis on MERLIN Properties SOCIMI, S.A. in our archive, but 2 fund letters report a position in it — most recently TimesSquare AMG International Small Cap Fund in September 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in MERLIN Properties SOCIMI, S.A. on record in the archive was reported in Q3 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- September 2026
“MERLIN Properties (Spain) Return: −22% · Average Weight: 2% · Active Contribution: −41 bps MERLIN Properties is a real estate investment company owning office buildings, shopping centers, logistics assets and data centers. Shares declined as the stock corrected along with the broader AI theme after a strong run earlier in the year; while data centers are a small portion of MERLIN’s current revenues, they are the fastest growing segment. Also, rising European bond yields weighed on long-duration real estate. We reduced the position during the quarter and are reconsidering its place in the Fund.”
MERLIN Properties SOCIMI, S.A. - September 2026
“MERLIN Properties (Spain) Return: -22% · Avg. Weight: 2% · Total Effect: -44 bps MERLIN Properties is a real estate investment company owning office buildings, shopping centers, logistics assets and data centers. Shares declined as the stock corrected along with the broader AI theme after a strong run earlier in the year; while data centers are a small portion of MERLIN’s current revenues, they are the fastest growing segment. Also, rising European bond yields weighed on long-duration real estate. We reduced the position during the quarter and are reconsidering its place in the strategy.”
MERLIN Properties SOCIMI, S.A.
Read the letters behind these MERLIN Properties SOCIMI, S.A. positions
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