Investment Trusts

Target Healthcare REIT plc

THRL:LSE

Target Healthcare REIT plc

  • Price (GBX)105.00
  • Today's Change-1.40 / -1.32%
  • Shares traded860.06k
  • 1 Year change18.24%
  • Beta0.6868
Data delayed at least 20 minutes, as of Feb 06 2026 16:35 GMT.
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Profile data is unavailable for this security.

About the company

Target Healthcare REIT plc is a United Kingdom-based externally managed real estate investment trust. The Company’s investment objective is to provide shareholders with an attractive level of income together with the potential for capital and income growth from investing in a diversified portfolio of freehold and long leasehold care homes that are let to care home operators, and other healthcare assets in the United Kingdom. Its portfolio includes Chawley Grove, Roden Hall, The Oaks, Goldwell Manor, Woodland View, and The Manor. The Company’s portfolio comprises 94 properties let to 34 tenants. The Company invests in a portfolio of care homes, predominantly in the United Kingdom, which are let to care home operators on full repairing and insuring leases. It provides fit-for-purpose real estate for the long term to care providers who demonstrate operational capabilities. The Company’s investment manager and alternative investment fund manager is Target Fund Managers Limited.

  • Revenue in GBP (TTM)72.93m
  • Net income in GBP60.85m
  • Incorporated2019
  • Employees0.00
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Profile

Management group(s)Target Fund Managers Limited
AIC sectorProperty - UK Healthcare
ISINGB00BJGTLF51
Launch date07 Mar 2013
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

The Group pursues its objective by investing in a portfolio of care homes, predominantly in the UK, that are let to care home operators on full repairing and insuring leases that are subject to annual uplifts based on increases in the UK retail prices index (subject to caps and collars) or fixed uplifts. The Group is also able to generate up to 15% of its gross income, in any financial year, from non-rental revenue or profit related payments from care home operators under management contracts in addition to the rental income due under fully repairing and insuring leases.

Managed by

Kenneth MacKenzie, John Flannelly, Andrew Brown, Gordon Bland, Scott Steven, Donald Cameron

Management & contract fees

NAV up to and including GBP 500m, annual fee is 1.05%; Above GBP 500m and up to and including GBP 750m, fee is 0.95%; Above GBP 750m and up to and including GBP 1bn, fee is 0.85%; Above GBP 1bn and up to and including GBP 1.5bn, fee is 0.75%; Above GBP 1.5bn, fee is 0.65%. No performance fee. Contract is terminable on 24 months notice.

Institutional shareholders

29.99%Per cent of shares held by top holders
HolderShares% Held
Rathbones Investment Management Ltd.as of 02 Oct 202530.98m5.00%
Schroder & Co. Ltd.as of 30 Jun 202523.44m3.78%
Premier Fund Managers Ltd.as of 30 Sep 202520.75m3.35%
Alder Investment Management Ltd.as of 31 Dec 202520.00m3.23%
W1m Investment Management Ltd.as of 09 Apr 202518.87m3.04%
BlackRock Investment Management (UK) Ltd.as of 30 Jan 202617.17m2.77%
West Yorkshire Pension Fundas of 31 Mar 202516.82m2.71%
Gravis Advisory Ltd.as of 30 Jun 202513.89m2.24%
CG Asset Management Ltd.as of 31 Dec 202512.61m2.03%
BlackRock Advisors (UK) Ltd.as of 09 Jan 202611.47m1.85%
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Data from 31 Mar 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
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