Letters by company

Segro Plc

1 letter discussing SEGXF. Everything written about it on this site is on its ticker page.

Fairtree Asset Management Fairtree Global Listed Real Estate Fund Q2 2026 commentary Fairtree Global Listed Real Estate Fund reduced its US underweight, took profits in Segro following Prologis’s approach, exited Healthpeak Properties and added Mitsui Fudosan after its sell-off. The portfolio remains positioned for external growth in net lease, industrial fundamentals and data-centre demand while assessing Asian value opportunities. Q2 2026 —