Thesis TrackerLoading companies…
All companies
Loading…
Thesis TrackerThesis TrackerLoading…
Stockland (ASX:SGP), the diversified property group, is seen by Wilson Asset Management as undervalued relative to its assets. In August 2026, Wilson described Stockland as a leading Australian property group with exposure to residential communities, land lease, retail and logistics, noting residential-exposed groups such as Stockland trade at discounts to net tangible assets. Pendal reported Stockland's proposed $2.9 billion redevelopment of Kogarah Golf Club met community opposition, and earlier noted retail turnover growth of 3.8%. Stockland operates in the Real Estate sector within the Equity Real Estate Investment Trusts industry, and Thesis Tracker has captured 19 comments from 12 fund managers, including Wilson Asset Management and Pendal Group. Founded by Ervin Graf in 1952 and headquartered in Sydney, Stockland develops masterplanned residential communities and land lease communities and owns and manages retail town centres, logistics and workplace assets across Australia, while expanding its funds management platform.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Oracle Advisory Group, BKI Investment Company, Tyndall Asset Management, Pendal Group, Wilson Asset Management, Prime Value Asset Management, Sage Capital, Ten Cap, Infinity Asset Management, Perennial Partners, Centennial Asset Management and First Samuel have invested in Stockland Corporation Ltd (ASX:SGP).
Wilson highlights Stockland's discount to net tangible assets and exposure to residential communities and land lease, which it expects to benefit as the housing market recovers, and Pendal notes growing retail sales.
Pendal notes community opposition to the Kogarah Golf Club redevelopment, highlighting planning risk, and earnings depend on residential market conditions.
Stockland is an Australian real estate company headquartered in Sydney, founded by Ervin Graf in 1952. The business operates through three primary segments: Development, Investment Management, and Other. The Development segment focuses on residential, commercial, and mixed-use property development. The Investment Management segment manages capital investments and commercial and residential assets, generating income through professional management services. Stockland provides comprehensive real estate solutions across these sectors for investors and stakeholders.
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.