Arena REIT (ARF) is held by 15 ASX ETFs. Over the last 3 months it fell 26.6%: on $10,000, −$2656. We explain 4 big moves in that time.
About ARF
- SectorReal Estate
- IndustryEquity Real Estate Investment Trusts (REITs)
- Size$850.1m
- Held by15 ETFs
- Big moves4 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
- +12.7%7 Oct 2026· Operational
Arena REIT shares surged after Goodstart Early Learning bid to take over 31 Edge Early Learning centres, including 20 Arena-owned locations, resolving a major tenant rent default risk.
- −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 rise 12.7% on 7 Oct 2026?
Arena REIT
Arena REIT shares surged after Goodstart Early Learning bid to take over 31 Edge Early Learning centres, including 20 Arena-owned locations, resolving a major tenant rent default risk.
The ASX announcement released at 00:46 UTC (marked market-sensitive) combined with the Kalkine Media article at 00:48 UTC directly confirms Goodstart Early Learning's bid for 31 Edge Early Learning centres including 20 Arena REIT-owned locations. Prior news from the preceding week showed the market was deeply concerned about Edge Early Learning's rent default and its impact on Arena REIT's income, meaning this resolution dramatically reduced the key overhang risk. The 12.74% move is far above the peer median of 1.57% and the ASX 200 move of 0.08%, confirming this is a stock-specific catalyst rather than a sector or macro event.
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
ASX announcements
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+$8
- VAP0.62% of the fund+$8
- ISO0.29% of the fund+$4
- SSO0.28% of the fund+$4
- 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.