Great Portland Estates Plc

• DR Davis Real Estate Fund Davis Real Estate Fund Annual Review 2026 ↗ Davis Real Estate Fund attributes its benchmark shortfall to exiting Welltower while maintaining a large Alexandria position through a deep life-science downturn. The fund is refining benchmark and valuation analysis while retaining convictions in apartments, select office REITs, industrials, London office properties and cautiously sized data-center holdings. the year ended December 31, 2025 ARE $7.9BWELL $181BBXP $11B +7
• HP Hosking Partners Q3 2026 – Quarterly Report Commentary ↗ Hosking Partners argues that AI data-centre investment is creating a capital-heavy, potentially commoditised compute industry. It reduced oil-shipping, energy and memory-semiconductor exposure, while adding selected office-property positions and rotating Japanese gains into smaller deep-value companies. Q3 2026 DHT $3.5BHAFN $5BINSW $5.2B +3

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