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Holdings (Monthly) Guide ↗

Third Avenue Real Estate Value Fund

· Third Avenue Trust
Monthly Holdings $304M AUM 17 positions Period Jul 2026 Filed Sep 22, 2026 EDGAR ↗ ← All Funds
All 14 New 4 Added 17 Reduced 1 Exited · Jul 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 CBRE GROUP INC CBRE Jan 2026 125,431 -10,394 $18.4M -20.4% 6.06% EC
2 BROOKFIELD CORP BN Jan 2026 365,575 -149,078 $15.5M -33.7% 5.12% EC
3 PROLOGIS INC PLD Jan 2026 96,957 -37,302 $14.0M -20.0% 4.61% EC
4 FIVE POINT HOLDINGS LLC FPH Jan 2026 2,555,754 -404,399 $13.3M -15.6% 4.37% EC
5 FEDERAL HOME LOAN MORTGAGE CORP FMCC Jan 2026 1,341,300 -248,801 $12.5M -33.8% 4.13% EP
6 FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA Jan 2026 1,265,050 -256,169 $12.5M -36.8% 4.10% EP
7 DREYFUS TREASURY SECURITIES CASH MANAGEMENT DIRXX Jan 2026 12,405,840 -4,028,829 $12.4M -24.5% 4.08% STIV
8 PULTEGROUP INC PHM Jan 2026 89,039 -5,556 $11.3M -4.8% 3.71% EC
9 JONES LANG LASALLE INC JLL Jan 2026 30,049 -1,944 $10.7M -6.8% 3.51% EC
10 SUN COMMUNITIES INC SUI Jan 2026 85,605 -5,467 $10.6M -8.9% 3.48% EC
11 FIDELITY NATIONAL FINANCIAL INC FNF Jan 2026 178,729 -14,191 $9.2M -12.1% 3.03% EC
12 D.R. HORTON INC DHI Jan 2026 64,011 -9,438 $9.2M -16.2% 3.01% EC
13 AMERICAN HOMES 4 RENT AMH Jan 2026 245,801 -15,992 $8.2M +0.2% 2.70% EC
14 CHAMPION HOMES INC SKY Jan 2026 94,002 -5,954 $7.5M -4.5% 2.46% EC
15 WESCO INTERNATIONAL INC WCC Jan 2026 15,545 -3,603 $5.3M -3.7% 1.76% EC
16 FIRST INDUSTRIAL REALTY TRUST INC FR Jan 2026 72,600 -19,639 $4.8M -10.7% 1.57% EC
17 WEYERHAEUSER COMPANY WY Jan 2026 152,200 -9,205 $3.8M -8.4% 1.25% EC