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@Wghhn123 Avatar @Wghhn123 @Wghhn

@Wghhn posts on X about $vna, $leg, $dwni, german the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence cryptocurrencies XXXX% stocks XXXX% finance XXXX% countries XXX%

Social topic influence $vna #1, $leg #2, $dwni #1, german #2153, canada 1.9%, investment 1.9%, arb #302, debt #1201, $teg #1, rates #1094

Top accounts mentioned or mentioned by @bankingip @questforyield @mikefritzell @thelonghappy @oldwolfer @spacefastighet @phil_hk @donnellybrent @mfcamillus @benifch @bennikim @philhk @cgeier2 @bauhiniacapital @benif_ch @absreturnchaser @leylakuni @philbak1 @zegoodbanker @cavaggionimario

Top assets mentioned Legia Warsaw Fan Token (LEG) Apartment Income REIT Corp. (AIRC)

Top Social Posts #

Top posts by engagements in the last XX hours

"@absreturnchaser There can't be a squeeze out as $VNA Vonovia needs to stay below XX% ownership due to real estate transfer tax until 2031. Downside - if delta neutral then it would be the premium you pay vs the current tender ratio"
X Link @Wghhn123 2025-09-29T06:53Z XXX followers, XXX engagements

"@ZegoodBanker Real Estate bit of a puzzle at the moment. $VNA Vonovia and peers stock going lower and lower on the basis of rising gov't LT yields but their own yield spreads are low and seemingly have potential to go even lower"
X Link @Wghhn123 2025-09-26T07:23Z XXX followers, XXX engagements

"Would anyone have the 6m $DWNI Deutsche Wohnen VWAP for me pls Thank you"
X Link @Wghhn123 2025-09-03T11:26Z XXX followers, 2818 engagements

"$VNA Vonovia just published month end total number of shares outstanding. Increase of 5.1mn shares that implies 6.4mn $DWNI Deutsche Wohnen shares have been tendered abt 1.6%. I.e. $DWNI free float still a tad above 10%. Let's see next month end XX% wld lead to index deletion"
X Link @Wghhn123 2025-09-30T07:10Z XXX followers, 4050 engagements

"Huh Are Canadian pension funds in this case Canada Pension Plan Investment Board engaged in CB arb Or do they run outright long/short strategies $LEG LEG Immobilien"
X Link @Wghhn123 2025-09-21T07:37Z XXX followers, XXX engagements

"To hedge interest rate and rental regs exposure I actually shorted some $VNA Vonovia temporarily. No other choice. $LEG is small and getting cheap who knows if someone wld bid for it. $VNA's size is blessing and curse. Short time small dilution from $DWNI Deutsche Wohnen DPLTA"
X Link @Wghhn123 2025-08-19T07:40Z XXX followers, 9981 engagements

"Something to keep on the radar for $VNA Vonovia- 2026 Berlin state elections. Given nobody wants to form a coalition with AfD and a weak SPD a shift to the left could be a possible outcome. 👎"
X Link @Wghhn123 2025-10-03T10:18Z XXX followers, 2202 engagements

"So at what FFO yield should $LEG LEG Immobilien (not invested) trade to compensate for the risks of the business Now it's 10%.👀"
X Link @Wghhn123 2025-09-25T14:56Z XXX followers, XXX engagements

"No lack of ideas. $VNA Vonovia are definitely creative. Vonovia built and managed army camps that would be fun"
X Link @Wghhn123 2025-10-03T09:16Z XXX followers, 1205 engagements

"Almost forgot as some $DWNI Deutsche Wohnen holders tender into $VNA Vonovia DPLTA free float will likely drop below 10%. That wld lead to MDAX etc. index deletion afaik"
X Link @Wghhn123 2025-08-25T09:48Z XXX followers, 9519 engagements

"@thepupil11 Lol bought $ELME XXXXX avg on Friday. Make that X out of X after $AIRC. Thanks ReTwit/FinTwit @thepupil11 @Mr_Neutral_Man etc"
X Link @Wghhn123 2025-08-04T12:14Z XXX followers, XXX engagements

"I wouldn't be worried about that. These days still bondholders are priority #1 for $VNA Vonovia. Debt buybacks equity issuance through JVs CBs scrip divi $DWNI Deutsche Wohnen DPLTA"
X Link @Wghhn123 2025-09-18T09:28Z XXX followers, 6285 engagements

"Well looking at $TEG TAG Immobilien I think it's fair to say that the market does NOT punish equity issuance below NAV if you buy high yielding assets. Begs the question when does $VNA Vonovia buy $LEG LEG Immobilien Or $TEG TAG Immobilien"
X Link @Wghhn123 2025-08-21T14:57Z XXX followers, 1292 engagements

"What's the 6m VWAP OF Deutsche Wohnen $DWNI at the moment Thanks in advance"
X Link @Wghhn123 2025-08-01T16:24Z XXX followers, 8971 engagements

"Bit of an odd situation for German real estate names. $VNA Vonovia $LEG LEG Immobilien dropped a lot last week back to levels seen 6mo again. Culprit was the rise in LT (30yr) rates. Unsecured and secured funding on X yrs is actually lower than 6mo ago"
X Link @Wghhn123 2025-09-05T11:42Z XXX followers, 1417 engagements

"Not shy those guys. $LEG LEG Immobilien"
X Link @Wghhn123 2025-10-03T08:06Z XXX followers, XXX engagements

"Trying to make sense of US MF REITs being acquired or liquidating at 15.5-18.5x FFO and $LEG LEG Immobilien trading at 11x FFO"
X Link @Wghhn123 2025-08-24T12:32Z XXX followers, XXX engagements

"Almost feels like $VNA Vonovia has become too big for the German capital market. Operationally yes size is good with economies of scale. Financing wise too big"
X Link @Wghhn123 2025-09-18T09:28Z XXX followers, 1548 engagements

"Ok so what's the verdict A very steep yield curve let's say low interest rates til 5yrs but high 10+yrs. Good or bad for names like $VNA Vonovia. High LT yields bad for valuations(maybe) but low short-term yields (5yrs) good for actual debt financing What's more important"
X Link @Wghhn123 2025-10-07T12:45Z XXX followers, 1819 engagements

"Bought some $LEG LEG Immobilien (just because it's terrible) and $TEG TAG Immobilien. Only themes seem to be currency debasements (Gold) fiscal recklessness (Gold). But RE also better than cash in that scenario. At current Bund levels German RE traded XX% higher 3m ago"
X Link @Wghhn123 2025-10-08T14:47Z XXX followers, XXX engagements