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Vicinity Centres (ASX:VCX), Australia's second-largest shopping centre owner, is valued by fund managers for resilient retail property performance. In July 2026, Tamim Funds Management said Vicinity continues to benefit from resilient operating conditions, with high occupancy and supportive leasing. Tamim earlier described it as a standout performer as retail property benefited from consumer spending and strong leasing spreads, and Pendal noted strong operational metrics with occupancy at 99.6%. Paradice reduced its holding due to a compressed dividend yield and concerns about domestic interest rates. Vicinity Centres operates in the Real Estate sector within the Equity Real Estate Investment Trusts industry, and Thesis Tracker has captured 7 comments from 6 fund managers, including Tamim, Pendal, Paradice and Oracle. Founded in 1985 and headquartered at Chadstone in Melbourne, Vicinity owns and manages around $24 billion of retail property, including Chadstone, outlet centres and regional shopping centres across Australia.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Yarra Capital Management, Equity Trustees Asset Management, Paradice Investment Management, Pendal Group, Oracle Advisory Group and Tamim Funds Management have invested in Vicinity Centres (ASX:VCX).
Managers highlight high occupancy, strong leasing spreads, resilient consumer spending and quality assets such as Chadstone, according to Tamim, Pendal and Oracle.
Paradice reduced its exposure because of a compressed dividend yield and concerns about the trajectory of domestic interest rates.
Vicinity Centres is an Australian real estate investment trust (REIT) founded in 1985 and headquartered in Chadstone. The company focuses on the development, operation, and management of shopping centers through two core business segments. The Property Investment segment generates income from retail property holdings. The Strategic Partnerships segment provides property management, development, leasing, and wholesale property fund management services. Vicinity Centres maintains a significant role in the Australian retail real estate market, managing a broad portfolio of assets to deliver property income and strategic investment services.
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.