Goodman (GMG) is held by 29 ASX ETFs. Over all time it fell 25.2%: on $10,000, −$2520. We explain 20 big moves in that time.
About GMG
- SectorReal Estate
- IndustryEquity Real Estate Investment Trusts (REITs)
- Size$54.6b
- Held by29 ETFs
- Big moves20 in all time
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- +3.9%30 Sep 2026· Sector Flow
Goodman Group rose as the broader real estate sector advanced strongly on the day, likely driven by a favourable shift in yield expectations or macro sentiment lifting property stocks across the board.
- −5.2%21 Aug 2026· Earnings Beat
Goodman Group shares fell sharply after FY26 results showed strong profit growth but investors were disappointed by a lack of detail on future data centre growth, triggering analyst downgrades and a 'sell the news' reaction.
- +4.6%18 Aug 2026· Contract
Goodman Group secured a major 20-year lease for the first 50 MW phase of its Tsukuba Tech Central data centre in Greater Tokyo, signalling strong momentum in its data centre expansion strategy.
- −3.0%30 Jun 2026· Sector Flow
The stock moved down amid a broad AI-sector sell-off and Middle East tensions, affecting sentiment on data-centre exposed names like Goodman Group.
- +7.0%9 Apr 2026· Contract
Goodman Group's stock surged following the announcement of a landmark data center partnership with DataBank in Los Angeles, capitalizing on the data centre/AI infrastructure boom.
- −3.3%12 Mar 2026· Sector Flow
Broader ASX 200 real estate sector selloff on 11 March 2026
- −4.0%19 Feb 2026· Earnings Miss
Goodman Group shares fell sharply after its HY26 results failed to meet market expectations, despite reporting a $1.2B profit.
- −3.6%21 Nov 2025· Unknown
No specific news article explains the 3.57% drop in Goodman Group shares on 20 November 2025.
- −3.4%5 Nov 2025· Sector Flow
Goodman Group shares fell after Greg Goodman delivered a reality check on data centre hype, tempering market enthusiasm.
- +6.6%10 Apr 2025· Operational
Investment in a new $722M data centre campus in Sydney
- −4.3%7 Apr 2025· Sector Flow
Likely due to broad market selloff and sector rotation affecting ASX shares, including Goodman Group.
- −5.0%4 Apr 2025· Macro
No clear stock-specific cause identified from the provided news articles; the move appears to be part of a broader market selloff.
- −3.5%28 Mar 2025· Sector Flow
Sector-wide selloff in data centre-linked stocks after Microsoft scrapped data centre plans and Alibaba warned of an AI bubble.
- −4.8%7 Mar 2025· Unknown
No clear single cause found; the price move appears unrelated to the available news articles.
- −4.1%24 Feb 2025· Unknown
No clear company-specific driver; the fall may reflect broader sector weakness or unrelated factors.
- −4.9%20 Feb 2025· Capital Raise
Goodman Group announced a $4 billion equity raising for data centre expansion, causing dilution and a sharp share price drop.
- −8.2%28 Jan 2025· Sector Flow
Goodman Group shares fell sharply on January 27, 2025, likely due to a broad tech/AI-related selloff affecting AI-exposed stocks, as later news mentioned 'Australian shares give shelter from the AI storm'.
- +3.4%9 Dec 2024· Unknown
No clear cause found; the news articles are general commentary and unrelated CEO pay data, with no company-specific catalyst on the event date.
- −3.6%21 Aug 2024· Unknown
No clear cause identified; abnormal move occurred without available news coverage.
- −7.1%5 Aug 2024· Macro
A broad market sell-off driven by macroeconomic concerns likely triggered the abnormal price drop.
Held by 29 ETFs
Of every $10,000 in each fund, how much is in GMG today.
- SLFSTATE STREET SPDR S&P/ASX 200 LISTED PROPERTY ETF$3,89038.90%
- VAPVanguard Australian Property Securities Index ETF$3,72037.20%
- MVAVanEck Australian Property ETF$9939.93%
- IESGiShares Core MSCI Australia ESG ETF$4634.63%
- GEARBetaShares Geared Australian Equities Complex ETF$4364.36%
- FAIRBetaShares Australian Sustainability Leaders ETF$3953.95%
- VLCVanguard MSCI Australian Large Companies Index ETF$3543.54%
- ILCiShares S&P/ASX 20 ETF$3173.17%
- YMAXBetaShares Australian Top 20 Equities Yield Maximiser Complex ETF$3083.08%
- VETHVanguard Ethically Conscious Australian Shares ETF$2902.90%
Why did GMG fall 4.9% on 20 Feb 2025?
Goodman
Goodman Group announced a $4 billion equity raising for data centre expansion, causing dilution and a sharp share price drop.
The news articles consistently report Goodman Group's $4 billion capital raise on the event date, which typically pressures share prices due to dilution. The price move direction and volume spike align with announcement-driven selling, making capital raise the clear primary driver.
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 29 ETFs holding GMG
On $10,000 in each fund, at the weight it holds today
- SLF38.90% of the fund−$192
- VAP37.20% of the fund−$184
- MVA9.93% of the fund−$49
- IESG4.63% of the fund−$23
- GEAR4.36% of the fund−$22
- FAIR3.95% of the fund−$20
- VLC3.54% of the fund−$18
- ILC3.17% of the fund−$16
- YMAX3.08% of the fund−$15
- VETH2.90% of the fund−$14
The 10 that hold it most. All 29 are listed on the page under Held by.