Fund managers including Ten Cap, Oracle Advisory Group, DS Capital, Yarra Capital Management, Contract Asset Management, Montgomery Investment Management, Hyperion Asset Management, Selector Funds Management, Seneca Financial Solutions, Atlas Funds Management, Pendal Group, Wilson Asset Management, LHC Capital, Auscap Asset Management, Endeavor Asset Management, TMS Capital, Plato Investment Management, Maple-Brown Abbott, Solaris Investment Management, Blackwattle Investment Partners, Investors Mutual Limited, Perennial Partners, Airlie Funds Management, WaveStone Capital, Perpetual Asset Management and Bristlemoon Capital have invested in Rea Group Ltd (ASX:REA).

Managers highlight REA's dominant audience position, pricing power through residential listing products, earnings resilience and the sale of its loss-making Indian business, which removes around $40 million of FY27 losses. Solaris noted listing volumes rebounded strongly in June.

Investors Mutual notes REA's share price is sensitive to housing market concerns, and Solaris questioned how much of the June listings rebound reflects activity pulled forward. Perennial observed the stock fell sharply from its highs during the platform sell-off.

REA Group Ltd. (founded 1995) is a multinational digital property business headquartered in Richmond, Australia. The company provides real estate services via websites and mobile apps across Australia, Asia, and North America. Its business operates through two primary segments: Property & Online Advertising, which generates revenue from digital listings, and Financial Services, which provides mortgage broking and home financing solutions. REA Group offers comprehensive property-related services to consumers and clients globally.