Lendlease (LLC) is held by 24 ASX ETFs. Over the last 3 months it fell 17.7%: on $10,000, −$1768. We explain 2 big moves in that time.
About LLC
- SectorReal Estate
- IndustryReal Estate Management & Development
- Size$1.8b
- Held by24 ETFs
- Big moves2 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
- +11.3%30 Sep 2026· Operational
Lendlease shares surged after the company released an update on the divestment of its Keyton retirement living business, likely signalling progress or favourable terms that the market interpreted as value-unlocking.
- −10.1%17 Aug 2026· Earnings Miss
Lendlease shares fell sharply after the company reported a full-year loss, with its capital release programme weighing on its turnaround story and disappointing investors.
Held by 24 ETFs
Of every $10,000 in each fund, how much is in LLC today.
- SSOSTATE STREET SPDR S&P/ASX SMALL ORDINARIES ETF$550.55%
- ISOiShares S&P/ASX Small Ordinaries ETF$550.55%
- VSOVanguard MSCI Australian Small Companies Index ETF$330.33%
- RDVRUSSELL INVESTMENTS HIGH DIVIDEND AUSTRALIAN SHARES ETF$220.22%
- OZXXGlobal X Australia ex Financials & Resources ETF$220.22%
- GRNVVanEck MSCI Australian Sustainable Equity ETF$210.21%
- QOZBetaShares FTSE RAFI Australia 200 ETF$210.21%
- EX20BetaShares Australian Ex-20 Portfolio Diversifier ETF$160.16%
- GEARBetaShares Geared Australian Equities Complex ETF$130.13%
- IESGiShares Core MSCI Australia ESG ETF$130.13%
Why did LLC fall 10.1% on 17 Aug 2026?
Lendlease
Lendlease shares fell sharply after the company reported a full-year loss, with its capital release programme weighing on its turnaround story and disappointing investors.
Two separate news sources (AFR and Kalkine) published within hours of the price move explicitly report Lendlease posted a FY26 loss, with AFR noting asset sales costs hurt investors and Kalkine highlighting the capital release programme kept the turnaround under pressure. The timing of these articles (published 2–6 hours before detection) aligns tightly with the sharp 10% decline on 4.6x ATR. No ASX announcement was found, suggesting results may have been released after market close the prior day with news coverage driving the morning sell-off; the moderate volume ratio of 1.5x is consistent with a result-driven re-rating rather than a speculative spike.
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 24 ETFs holding LLC
On $10,000 in each fund, at the weight it holds today
- SSO0.55% of the fund−$6
- ISO0.55% of the fund−$6
- VSO0.33% of the fund−$3
- RDV0.22% of the fund−$2
- OZXX0.22% of the fund−$2
- GRNV0.21% of the fund−$2
- QOZ0.21% of the fund−$2
- EX200.16% of the fund−$2
- GEAR0.13% of the fund−$1
- IESG0.13% of the fund−$1
The 10 that hold it most. All 24 are listed on the page under Held by.