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Charter Hall Social Infrastructure REIT ASX:CQE

0 opened or increased0 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 2 managers in total.

Position history by manager 2 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

20252026

30 Sep 2024 to today

Commentary Showing 2 of 3

DateManagerActionSummary

31 Jul 2025NorthStar Impact FundsExitNorthStar Impact Funds exited its position in Charter Hall Social Infrastructure REIT during July because a combination of valuation concerns alongside a lack of visible earnings catalysts and impact upside drove the sell decision.

Monthly Report, price recorded $2.97

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28 Feb 2025NorthStar Impact FundsHeldNorthStar Impact Funds continues to hold Charter Hall Social Infrastructure REIT because the trust rose 13.5% after delivering a first half FY25 result largely in line with expectations, upgrading full-year guidance, and announcing a $25 million buyback representing approximately 2.5% of listed shares. The fund notes distribution guidance was increased to 15.2 cents from 15.0 cents, driven by slightly higher revenue and lower interest expenses.

Share BuybackMonthly Report, price recorded $2.95

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 2 managers first commented on CQE.

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About Charter Hall Social Infrastructure REIT

Real Estate, Equity Real Estate Investment Trusts (REITs)

Charter Hall Social Infrastructure REIT (ASX:CQE), an owner of childcare and social infrastructure properties, has been traded by fund managers around valuation. In July 2025, NorthStar Impact Funds exited, citing valuation alongside a lack of visible earnings catalysts and impact upside. In February 2025, NorthStar noted a 13.5% rise after a first-half result in line with expectations, upgraded FY25 guidance and a $25 million buyback. Oracle trimmed its holding to reduce exposure to childcare assets. Charter Hall Social Infrastructure REIT operates in the Real Estate sector within the Equity Real Estate Investment Trusts industry, and Thesis Tracker has captured 3 comments from 2 fund managers, NorthStar and Oracle. Managed by Charter Hall, the REIT owns a portfolio of early learning centres and social infrastructure properties, including healthcare, emergency services and education assets, leased to operators across Australia and New Zealand on long-term leases.

Market cap: $842m
Price to earnings: 10.0x
Return on equity: 6.3%
Dividend yield: 7.0%
Price to book: 0.62x
Net margin: 73.6%
52-week range: $2.15 to $3.43

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Charter Hall Social Infrastructure REIT (ASX:CQE)?

Fund managers including Oracle Advisory Group and NorthStar Impact Funds have invested in Charter Hall Social Infrastructure REIT (ASX:CQE).

What opportunities or catalysts do fund managers highlight for Charter Hall Social Infrastructure REIT?

NorthStar highlights upgraded guidance and a $25 million buyback that supported a strong share price rise.

What are the key risks to the Charter Hall Social Infrastructure REIT investment thesis, according to fund managers?

NorthStar exited due to valuation and a lack of visible earnings catalysts, and Oracle trimmed to reduce exposure to childcare assets.

What does Charter Hall Social Infrastructure REIT (ASX:CQE) do?

Charter Hall Social Infrastructure REIT is an Australian-based real estate investment trust specializing in early learning and social infrastructure properties across Australia and New Zealand. Founded in November 2002 and headquartered in Sydney, Australia, the REIT manages a diversified portfolio of essential community assets, focusing on long-term capital growth and stable income through high-quality social infrastructure investments.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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