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Summerset Group Holdings Ltd

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Summerset Group Holdings Ltd

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  • Price (NZD)10.21
  • Today's Change-0.07 / -0.68%
  • Shares traded110.79k
  • 1 Year change-16.86%
  • Beta1.3671
Data delayed at least 20 minutes, as of Mar 04 2026 03:59 GMT.
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About the company

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 over 8,700 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 43 villages completed or in development in Aotea, Avonhead, Bell Block, Blenheim, Cambridge, Casebrook, Cranbourne North, Dunedin, Ellerslie, and others. Its portfolio covers over 7,970 total units, including 6,671 retirement units and 1,299 care units.

  • Revenue in NZD (TTM)361.77m
  • Net income in NZD259.72m
  • Incorporated2004
  • Employees3.23k
  • Location
    Summerset Group Holdings LtdFloor 27Majestic Centre, 100 Willis StreetWELLINGTON 6011New ZealandNZL
  • Phone+64 48947320
  • Fax+64 48947319
  • Websitehttps://www.summerset.co.nz/
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Institutional shareholders

38.25%Per cent of shares held by top holders
HolderShares% Held
Harbour Asset Management Ltd.as of 31 Dec 202518.19m7.51%
Fisher Funds Management Ltd.as of 31 Dec 202516.37m6.75%
Milford Asset Management Ltd.as of 29 Jan 202614.69m6.06%
Guardians of New Zealand Superannuationas of 31 Dec 202512.05m4.97%
The Vanguard Group, Inc.as of 04 Feb 20268.43m3.48%
Accident Compensation Corp.as of 31 Dec 20257.64m3.15%
Norges Bank Investment Managementas of 30 Jun 20254.90m2.02%
Wilson Asset Management (International) Pty Ltd.as of 30 Jun 20254.37m1.80%
Dimensional Fund Advisors LPas of 05 Feb 20264.02m1.66%
Templeton Investment Counsel LLCas of 31 Jan 20262.05m0.84%
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Data from 30 Jun 2025 - 26 Feb 2026Source: FactSet Research Systems Inc.
Data Provided by LSEG
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