Vicinity (VCX) is held by 28 ASX ETFs. Over the last 6 months it fell 4.6%: on $10,000, −$462. We explain 2 big moves in that time.
About VCX
- SectorReal Estate
- IndustryEquity Real Estate Investment Trusts (REITs)
- Size$10.9b
- Held by28 ETFs
- Big moves2 in 6M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- +3.5%30 Sep 2026· Earnings Beat
Vicinity Centres rose sharply after reporting a lifted FY26 FFO result and providing FY27 guidance, with AustralianSuper also increasing its stake to 11.96%, drawing significant investor interest.
- −4.7%9 May 2026· Sector Flow
The likely cause was an unconfirmed market-wide rotation out of real estate investment trusts (REITs) following commentary around potential CGT reforms, amplifying a broad sector selloff.
Held by 28 ETFs
Of every $10,000 in each fund, how much is in VCX today.
- MVAVanEck Australian Property ETF$9769.76%
- SLFSTATE STREET SPDR S&P/ASX 200 LISTED PROPERTY ETF$6546.54%
- VAPVanguard Australian Property Securities Index ETF$6446.44%
- MVEVanEck S&P/ASX MidCap ETF$2802.80%
- FAIRBetaShares Australian Sustainability Leaders ETF$2162.16%
- RDVRUSSELL INVESTMENTS HIGH DIVIDEND AUSTRALIAN SHARES ETF$1871.87%
- MVWVanEck Australian Equal Weight ETF$1291.29%
- GMVWVanEck Geared Australian Equal Weight Complex ETF$1291.29%
- GRNVVanEck MSCI Australian Sustainable Equity ETF$1231.23%
- GRPAGlobal X S&P Australia GARP ETF$1171.17%
Why did VCX fall 4.7% on 9 May 2026?
Vicinity
The likely cause was an unconfirmed market-wide rotation out of real estate investment trusts (REITs) following commentary around potential CGT reforms, amplifying a broad sector selloff.
The specific date of the price drop (May 8) aligns with the publication of Kalkine's article about the drop in Vicinity Centres, but the article itself is a reaction, not a primary cause. The following news article about 'CGT Reforms Poised to Reshape ASX Investment Focus' (published May 11) suggests a broader regulatory/sector theme was influencing investor behavior around that time, likely triggering shifts out of property trusts. The lack of any company-specific announcements in the provided news points to a broad sector rotation rather than a stock-specific fundamental 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 28 ETFs holding VCX
On $10,000 in each fund, at the weight it holds today
- MVA9.76% of the fund−$46
- SLF6.54% of the fund−$31
- VAP6.44% of the fund−$30
- MVE2.80% of the fund−$13
- FAIR2.16% of the fund−$10
- RDV1.87% of the fund−$9
- MVW1.29% of the fund−$6
- GMVW1.29% of the fund−$6
- GRNV1.23% of the fund−$6
- GRPA1.17% of the fund−$5
The 10 that hold it most. All 28 are listed on the page under Held by.