What smart money is saying about Vonovia
VNA.DE
No fund has written a full thesis on Vonovia in our archive, but 3 fund letters report a position in it — most recently ACATIS Investment Report in July 2026.
3
Reported positions
2
Bought
1
Sold
3
Letters
Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Vonovia — 2 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 2 | 2 | 0 | 0 |
Fund activity · 3 positions · 3 moves
- ExitedACATIS Investment ReportJuly 2026
“This position was sold because continued interest rate pressures and the high debt ratio with persistent refinancing requirements put pressure on the opportunity-risk profile of this DAX stock.”
Read the letterVonovia - AddedRoyal London AM Corporate Bond Monthly Income TrustJune 2026
“In real estate, Vonovia, one of Europe’s largest residential real estate companies headquartered in Germany, came to market with a sterling-denominated 12-year bond.”
Read the letterVonovia - New positionRoyal London AM Diversified Asset-Backed Credit FundJune 2026
“In real estate, Vonovia, one of Europe’s largest residential real estate companies headquartered in Germany, came to market with a sterling-denominated 12-year bond.”
Read the letterVonovia
Read the letters behind these Vonovia positions
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