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Summerset Group Holdings Limited - Investor Relations & Filings

Listed IPO Nov 2011
Ticker · SUM ISIN · NZSUME0001S0 LEI · 984500B9439EEECA6296 NZX Human health and social work activities
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Filings indexed 735 across all filing types
Latest filing 2026-07-23 Director's Dealing
Country NZ New Zealand
Listing NZX SUM · 5 venues

About Summerset Group Holdings Limited

https://www.summerset.co.nz

Summerset Group Holdings Limited develops and operates integrated retirement villages, providing a range of living options and care services for older adults. The company's portfolio includes independent living units such as villas, cottages, and apartments, alongside assisted living in serviced apartments. A core component of its business model is the continuum of care, which incorporates specialized aged care facilities offering rest home, hospital-level, and dementia care. Villages are designed as master-planned communities featuring shared amenities like clubhouses, cafes, and fitness centers. The company manages the entire lifecycle of its properties, from site acquisition and design to construction and ongoing village management, focusing on high-quality residential environments and comprehensive support services for residents.

Recent filings

Filing Released Lang Actions
Ongoing Disclosure Notices
Director's Dealing Classification · 100% confidence The document is titled 'Ongoing Disclosure Notice' and explicitly mentions 'Disclosure of Directors and Senior Managers Relevant Interests' pursuant to sections of the Financial Markets Conduct Act. It details transactions of company shares by the CEO (Scott Grady Scoullar), such as the issue and vesting of ordinary shares under an employee share plan. This directly corresponds to the definition of Director's Dealing (DIRS), which covers reports of personal share transactions by company directors and executives.
2026-07-23 English
Ongoing Disclosure Notices
Director's Dealing Classification · 100% confidence The document is an Ongoing Disclosure Notice detailing the acquisition of shares by a senior manager (Chief Financial Officer) under an employee share plan, corresponding to the reporting of insider trades and personal share transactions by company directors and executives.
2026-07-23 English
ASX Appendix 2A
Share Issue/Capital Change Classification · 100% confidence The document is an 'ASX Appendix 2A', which is a standard regulatory form used by companies listed on the Australian Securities Exchange (ASX) to apply for the quotation of new securities. This specific filing details the issuance of 279,630 ordinary shares under an employee incentive scheme. Since this document relates to the issuance of new shares and changes to the company's capital structure, it falls under the 'Share Issue/Capital Change' category.
2026-07-20 English
Notice of Allotment of Securities
Share Issue/Capital Change Classification · 100% confidence The document is a 'Capital Change Notice' filed with the NZX, detailing the issuance of 279,630 ordinary shares pursuant to an Employee Share Purchase Scheme. This falls under the category of share issuance or capital changes. According to the provided definitions, 'Share Issue/Capital Change' (SHA) is the correct classification for announcements regarding new share issues.
2026-07-20 English
Summerset Welcomes Alison Barrass to Board
Board/Management Information Classification · 100% confidence The document is an official announcement regarding the appointment of a new board member (Alison Barrass) and the retirement of an existing board member (Gráinne Troute). This content directly matches the definition for Board/Management Information (MANG), which covers announcements of changes in the company's board of directors or senior management.
2026-07-15 English
2Q26 Metrics – Sales of Occupation Rights
Earnings Release Classification · 95% confidence The document is an NZX/ASX release providing quarterly sales metrics (2Q26) for Summerset Group. It includes operational data, sales figures, and management commentary on performance and outlook. While it contains financial data, it is a periodic operational update rather than a full interim or annual financial report. It does not meet the criteria for a full financial report (IR) as it explicitly states that these metrics may not reflect NZ IFRS financial performance. It is a standard earnings-related operational update, which falls under the Earnings Release (ER) category as it provides key performance highlights for the quarter. Q2 2026
2026-07-06 English

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