Arena REIT (ARF) is held by 15 ASX ETFs. Over the last 3 months it fell 36.3%: on $10,000, −$3628. We explain 3 big moves in that time.
About ARF
- SectorReal Estate
- IndustryEquity Real Estate Investment Trusts (REITs)
- Size$829.6m
- Held by15 ETFs
- Big moves3 in 3M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −4.2%1 Oct 2026· Sector Flow
Arena REIT fell as rate-sensitive property stocks faced broad sector selling pressure, amplified by the stock going ex-dividend around this period.
- −10.5%11 Aug 2026· Operational
Arena REIT fell sharply after key childcare tenant Edge Early Learning failed to pay rent, prompting the company to postpone its FY2026 earnings results and enter rent relief negotiations.
- −22.0%10 Aug 2026· Operational
Arena REIT plunged after its major childcare tenant, Edge Early Learning, failed to pay rent, forcing the company to postpone its FY2026 annual results.
Held by 15 ETFs
Of every $10,000 in each fund, how much is in ARF today.
- SLFSTATE STREET SPDR S&P/ASX 200 LISTED PROPERTY ETF$620.62%
- VAPVanguard Australian Property Securities Index ETF$620.62%
- ISOiShares S&P/ASX Small Ordinaries ETF$290.29%
- SSOSTATE STREET SPDR S&P/ASX SMALL ORDINARIES ETF$280.28%
- VSOVanguard MSCI Australian Small Companies Index ETF$170.17%
- AUMFiShares Edge MSCI Australia Multifactor ETF$160.16%
- GEARBetaShares Geared Australian Equities Complex ETF$7.020.07%
- VETHVanguard Ethically Conscious Australian Shares ETF$4.820.05%
- STWSTATE STREET SPDR S&P/ASX 200 ETF$3.780.04%
- QOZBetaShares FTSE RAFI Australia 200 ETF$3.480.03%
Why did ARF fall 10.5% on 11 Aug 2026?
Arena REIT
Arena REIT fell sharply after key childcare tenant Edge Early Learning failed to pay rent, prompting the company to postpone its FY2026 earnings results and enter rent relief negotiations.
Multiple credible news sources from 9-11 August 2026 consistently report that childcare operator Edge Early Learning failed to pay rent to Arena REIT, triggering a 20-22% plunge in ARF securities on 10 August. The company also postponed its FY2026 annual results announcement, compounding investor concern. While the detection date of 11 August shows a smaller -10.55% move, this is consistent with a partial recovery or continuation of selling pressure following the initial shock the prior trading day, with the root cause firmly being the tenant rent default and its financial implications for the REIT.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
What it did to the 15 ETFs holding ARF
On $10,000 in each fund, at the weight it holds today
- SLF0.62% of the fund−$7
- VAP0.62% of the fund−$7
- ISO0.29% of the fund−$3
- SSO0.28% of the fund−$3
- VSO0.17% of the fund−$2
- AUMF0.16% of the fund−$2
- GEAR0.07% of the fund−$1
- VETH0.05% of the fund−$1
- STW0.04% of the fund−$0
- QOZ0.03% of the fund−$0
The 10 that hold it most. All 15 are listed on the page under Held by.