Company Summerset Group Holdings Limited

Equities

SUM

NZSUME0001S0

Healthcare Facilities & Services

End-of-day quote New Zealand S.E. 06:00:00 2024-04-23 pm EDT 5-day change 1st Jan Change
11.17 NZD +0.63% Intraday chart for Summerset Group Holdings Limited +0.18% +8.98%

Business Summary

Summerset Group Holdings Limited is a New Zealand-based company that develops, owns and operates integrated retirement villages. The Company is engaged in the design, construction and operation of retirement villages and care centers. It provides a range of living options and care services to more than 7,400 residents. It offers a choice of independent living options, including villas, townhouses and serviced apartments. It offers various facilities in its village, such as recreational bowling green, barbecue facilities, cafe, communal vegetable gardens, courtesy van, exercise room, hair salon, library, organized outings and activities, piano, pool table, residents' bar, residents' workshop, swimming pool and spa. It has approximately 38 villages completed or in development in Aotea, Avonhead, Bell Block, Blenheim, Cambridge, Casebrook, Cranbourne North, Dunedin, Ellerslie and others. Its portfolio covers over 6,679 total units, including 5,518 retirement units and 1,161 care units.

Sales per Business

NZD in Million2022Weight2023Weight Delta
Care Fees and Village Services
61.0 %
145 60.6 % 166 61.0 % +14.74%
Deferred Management Fees
38.4 %
92 38.7 % 105 38.4 % +13.24%
Other
0.6 %
2 0.7 % 2 0.6 % -2.74%

Sales per region

NZD in Million2022Weight2023Weight Delta
New Zealand
100.0 %
239 100.0 % 272 100.0 % +14.03%

Managers

Managers TitleAgeSince
Chief Executive Officer - 14-02-28
Director of Finance/CFO - 21-07-04
Chief Operating Officer - 15-12-31
Public Communications Contact - 17-12-31
General Counsel - 17-12-31
Sales & Marketing - 14-12-31
Corporate Officer/Principal - 99-12-31

Members of the board

Members of the board TitleAgeSince
Chairman - 21-06-30
Director/Board Member 60 16-08-31
Director/Board Member - 22-02-28
Director/Board Member - 17-02-07
Director/Board Member - 20-01-31
Director/Board Member - 13-08-31
Director/Board Member - 23-02-28

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 234,281,382 217,267,701 ( 92.74 %) 0 92.74 %

Shareholders

NameEquities%Valuation
Guardians of New Zealand Superannuation
5.049 %
11,896,891 5.049 % 81 M $
Fisher Funds Management Ltd.
1.895 %
4,464,692 1.895 % 30 M $
Smartshares Ltd.
1.649 %
3,884,531 1.649 % 26 M $
Yarra Funds Management Ltd.
0.2358 %
555,556 0.2358 % 4 M $
548,502 0.2328 % 4 M $
Dimensional Fund Advisors Ltd.
0.1235 %
290,868 0.1235 % 2 M $
UBS Asset Management (Australia) Ltd.
0.1103 %
259,846 0.1103 % 2 M $
Harbour Asset Management Ltd.
0.0753 %
177,341 0.0753 % 1 M $
DFA Australia Ltd.
0.0355 %
83,647 0.0355 % 570 381 $
James Ogden
0.0212 %
50,038 0.0212 % 341 205 $

Company contact information

Summerset Group Holdings Ltd.

Majestic Centre 100 Willis Street

6011, Wellington

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http://www.summerset.co.nz
address Summerset Group Holdings Limited(SUM)
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