What smart money is saying about Scentre Group
1 fund in our archive has pitched Scentre Group — most recently Third Avenue Real Estate Value Fund in September 2026.
Scentre Group owns 42 Westfield destinations across Australia and New Zealand encompassing approximately 12,000 outlets. Their Purpose is creating extraordinary places and experiences that connect, enrich and are essential to communities. Their Ambition is to create the places more people choose to come, more often and for longer. Scentre Group was incorporated in June 30th, 2014 in Australia.
Get an email when a fund buys, sells or pitches it
Position history
Every position in Scentre Group on record in the archive was reported in Q3 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionThird Avenue Real Estate Value FundSeptember 2026
“Along these lines, the Fund initiated positions in the common stock of Scentre Group and Home Depot during the quarter.”
Scentre Group
Fund coverage · 1 thesis
- Third Avenue Real Estate Value FundSeptember 2026
Scentre Group owns dominant retail-led destinations in supply-constrained Australian and New Zealand markets, with high occupancy, strong productivity, urban densification potential, and shares trading below NAV.
Read the full thesis
Read every full thesis on Scentre Group
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→