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 rise 11.3% on 30 Sep 2026?
Lendlease
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.
The only company-specific catalyst within the detection window is the 'Update on Keyton divestment' progress report released ~6.5 hours before the move was detected; divesting a non-core asset at a time when the stock was reportedly near all-time lows is a classic value-unlock catalyst. The ASX 200 was up 1.46% and peers rose 1.82%, which accounts for some broad lift but cannot explain an 11.3% / 6x ATR move on its own. The US S&P signal was marginally negative and directionally opposed, and volume was only modestly elevated (1.5x), suggesting institutional re-rating on news rather than a short squeeze or index event; confidence is medium rather than high because the announcement was flagged as not market-sensitive, leaving some ambiguity about the precise terms disclosed.
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
Sector / macro signals
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+$4
- 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+$2
- IESG0.13% of the fund+$1
The 10 that hold it most. All 24 are listed on the page under Held by.