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Holdings (Monthly) Guide ↗

Third Avenue Real Estate Value Fund

· Third Avenue Trust
Monthly Holdings $363M AUM 37 positions Period Jan 2026 Filed Mar 31, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Brookfield Corp BN Jan 2026 514,653 $23.4M 6.46% EC
2 CBRE Group Inc CBRE Jan 2026 135,825 $23.1M 6.37% EC
3 FANNIE MAE FNMA Jan 2026 1,521,219 $19.7M 5.43% EP
4 FREDDIE MAC FMCC Jan 2026 1,590,101 $18.9M 5.22% EP
5 Prologis Inc PLD Jan 2026 134,259 $17.5M 4.83% EC
6 Dreyfus Treasury Securities Cash Management DIRXX Jan 2026 16,434,669 $16.4M 4.53% STIV
7 Five Point Holdings LLC FPH Jan 2026 2,960,153 $15.7M 4.33% EC
8 Lennar Corp LEN/B Jan 2026 139,102 $14.1M 3.88% EC
9 Berkeley Group Holdings PLC BKG Jan 2026 224,850 $12.7M 3.50% EC
10 Big Yellow Group PLC BYG Jan 2026 890,360 $12.6M 3.47% EC
11 U-Haul Holding Co UHAL/B Jan 2026 243,939 $12.5M 3.45% EC
12 CK Asset Holdings Ltd 1113 Jan 2026 2,035,326 $11.9M 3.28% EC
13 PulteGroup Inc PHM Jan 2026 94,595 $11.8M 3.26% EC
14 Sun Communities Inc SUI Jan 2026 91,072 $11.6M 3.20% EC
15 Savills PLC SVS Jan 2026 778,251 $11.5M 3.16% EC
16 Jones Lang LaSalle Inc JLL Jan 2026 31,993 $11.5M 3.15% EC
17 UNITE Group PLC/The UTG Jan 2026 1,449,846 $11.3M 3.11% EC
18 DR Horton Inc DHI Jan 2026 73,449 $10.9M 3.01% EC
19 Fidelity National Financial In FNF Jan 2026 192,920 $10.5M 2.89% EC
20 Jardine Matheson Holdings Ltd JM Jan 2026 114,900 $8.4M 2.31% EC
21 American Homes 4 Rent AMH Jan 2026 261,793 $8.2M 2.26% EC
22 Segro PLC SGRO Jan 2026 770,423 $8.0M 2.21% EC
23 Champion Homes Inc SKY Jan 2026 99,956 $7.8M 2.16% EC
24 Wharf Holdings Ltd/The 4 Jan 2026 2,243,392 $7.2M 2.00% EC
25 Accor SA AC Jan 2026 132,551 $7.2M 1.99% EC
26 Ingenia Communities Group INA Jan 2026 1,873,362 $6.1M 1.69% EC
27 WESCO International Inc WCC Jan 2026 19,148 $5.5M 1.53% EC
28 FirstService Corp FSV Jan 2026 34,503 $5.4M 1.48% EC
29 First Industrial Realty Trust FR Jan 2026 92,239 $5.4M 1.47% EC
30 National Storage REIT NSR Jan 2026 2,575,021 $4.9M 1.36% EC
31 Weyerhaeuser Co WY Jan 2026 161,405 $4.2M 1.15% EC
32 Rayonier Inc RYN Jan 2026 178,085 $4.0M 1.12% EC
33 Trinity Place Holdings Inc TPHS Jan 2026 2,100,472 $64K 0.02% EC
34 JPMORGAN CHASE BANK, NATIONAL ASSOCIATION 000000000 Jan 2026 35,000,000 $40 0.00% DFE
35 JPMORGAN CHASE BANK, NATIONAL ASSOCIATION 000000000 Jan 2026 12,000,000 $0 0.00% DFE
36 CONCRETE INVEST II TERM LOAN TRAN A2 000000000 Jan 2026 47,328 $0 0.00% LON
37 TPHGREENWICH TRUST 000000000 Jan 2026 3,475,472 $0 0.00% EC