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Assura PLC — Investor Relations & Filings

Ticker · AGR ISIN · GB00BVGBWW93 LEI · 21380026T19N2Y52XF72 IL Real estate activities
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Filings indexed 894 across all filing types
Latest filing 2025-07-04 M&A Activity
Country GB United Kingdom
Listing IL AGR

About Assura PLC

https://www.assuraplc.com/

Assura PLC is a specialist healthcare property company that develops, invests in, and manages a portfolio of primary care, diagnostic, and community healthcare buildings. As a Real Estate Investment Trust (REIT), its business model focuses on providing crucial, high-quality, and sustainable infrastructure for the healthcare sector. The company collaborates with health professionals and organizations to support the delivery of essential health services. A key strategic focus is on sustainability, with a long-term ambition to achieve a net zero carbon portfolio by 2040 and to be a leader in long-term social impact.

Recent filings

Filing Released Lang Actions
Form 8.3 - Assura plc
M&A Activity Classification · 98% confidence The document is explicitly titled 'FORM 8.3 - Assura plc' and references 'Rule 8.3 of the Takeover Code (the “Code”)'. This form is a 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in the context of a takeover offer (mentioning 'offeror/offeree' and another party, 'Primary Health Properties plc'). This type of disclosure relates to insider dealings or significant ownership changes during a takeover process. While it involves director/insider activity, the specific context of the Takeover Code disclosure (Form 8.3) is most closely related to tracking ownership changes during M&A activity, which aligns best with the 'M&A Activity' category (TAR) or potentially 'Director's Dealing' (DIRS) if the context was broader. However, Form 8.3 is a mandatory filing under the UK Takeover Code, specifically triggered by a takeover/merger situation. Given the options, 'M&A Activity' (TAR) is the most appropriate classification for a mandatory disclosure related to a takeover bid, as it details positions and dealings concerning securities relevant to the offer.
2025-07-04 English
Form 8.3 - Assura plc
Major Shareholding Notification Classification · 97% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A offer period. It details positions and dealings in Assura plc. Since it is a specific regulatory disclosure form and not a general announcement or a report, it falls under the 'Regulatory Filings' category.
2025-07-03 English
Form 8.3 - Assura plc
M&A Activity Classification · 98% confidence The document is explicitly titled 'FORM 8.3 - Assura plc' and references 'Rule 8.3 of the Takeover Code (the “Code”)'. This form is a Public Opening Position Disclosure or Dealing Disclosure made by a person holding 1% or more interest in relevant securities during a takeover situation. This type of disclosure relates directly to M&A activity (Takeover Code). While it involves share interests, its specific context under the Takeover Code makes it most relevant to the M&A Activity category (TAR). It is not a general Director's Dealing (DIRS), which typically refers to Form 3/4/5 filings in the US or similar standard insider trading reports, nor is it a general regulatory filing (RNS) given its specific nature related to a takeover.
2025-07-02 English
Form 8.3 - Assura plc
Major Shareholding Notification Classification · 98% confidence The document is explicitly titled 'FORM 8.3 - Assura plc' and references 'Rule 8.3 of the Takeover Code (the “Code”)'. This form is a 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in the context of a takeover offer (mentioning 'offeror/offeree' and 'Primary Health Properties plc'). This type of disclosure relates to insider dealings or significant ownership changes during a takeover process. Among the provided codes, 'Director's Dealing' (DIRS) is the closest fit for reporting personal or related party transactions/holdings, although this specific form (Form 8.3) is highly specialized for takeover activity. Since there is no specific code for 'Takeover Disclosure Form 8.3', and it deals with transactions/interests by a significant party involved in a potential takeover, it falls under the broader category of insider/director transactions or regulatory filings. Given the options, 'Director's Dealing' (DIRS) captures the essence of reporting security interests/dealings by an involved party, which is a common theme in insider reporting. However, since this is a specific regulatory filing related to a takeover, and not just routine director dealing, 'Regulatory Filings' (RNS) is a strong candidate as a fallback. Upon reviewing the definitions, 'Director's Dealing' (DIRS) is defined as 'Report of personal share transactions by company directors and executives (insider trades)'. Form 8.3 is an insider disclosure related to a takeover. Given the highly specific nature of the form (Form 8.3) which is not explicitly listed, and its focus on security interests/dealings, DIRS is the most relevant category describing the *content* (insider transaction disclosure). If DIRS is too narrow (as it's not strictly a director), RNS (General regulatory announcements and fallback) is the safest classification for a non-standard, specific regulatory form. Since the document details holdings and derivative transactions by Millennium International Management LP in relation to a takeover bid involving Assura plc, it is fundamentally a regulatory disclosure about security interests during a M&A event. I will classify it as DIRS as it concerns security interests/dealings by a major stakeholder, which aligns closely with insider reporting, but acknowledge RNS as a possibility. Given the context of takeover activity, it is a specific type of insider disclosure.
2025-07-01 English
Form 8.3 - Assura plc
Major Shareholding Notification Classification · 98% confidence The document is explicitly titled 'FORM 8.3 - Assura plc' and references 'Rule 8.3 of the Takeover Code (the “Code”)'. This form is a 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE'. This type of disclosure relates directly to an ongoing or potential takeover situation involving the offeree company (Assura plc) and another party (Primary Health Properties plc). While it involves share dealings, its specific context under the Takeover Code makes it distinct from general Director's Dealing (DIRS) or Major Shareholding Notifications (MRQ). Since there is no specific category for 'Takeover Code Disclosure' or 'Insider Dealing related to a Tender Offer', the closest fit that captures the nature of significant ownership changes related to corporate actions, especially those involving mergers/acquisitions, is M&A Activity (TAR), as these disclosures are mandatory during such events. However, upon reviewing the provided definitions, the document is a mandatory disclosure of interests/dealings by a significant shareholder during a takeover process. This is a specific regulatory filing related to corporate control/transactions. Given the options, 'M&A Activity (TAR)' is the most appropriate category as Form 8.3 is intrinsically linked to a takeover offer mentioned in the document ('Name of offeror/offeree').
2025-06-30 English
Form 8.3 - Assura plc
Major Shareholding Notification Classification · 98% confidence The document is explicitly titled "FORM 8.3 - Assura plc" and references "Rule 8.3 of the Takeover Code (the “Code”)". This form is a Public Opening Position Disclosure or Dealing Disclosure made by a person holding 1% or more interest in relevant securities during a takeover situation. This type of filing relates directly to insider/significant shareholder activity during a takeover bid, which falls under the scope of M&A activity or significant shareholding disclosure, but the specific nature of reporting director/insider dealings related to a takeover is best captured by the context of insider transactions or M&A activity. Since the definitions provided do not have a specific code for 'Takeover Code Disclosure Form 8.3', I must choose the closest fit. Director's Dealing (DIRS) covers personal share transactions by directors/executives. Major Shareholding Notification (MRQ) covers changes in significant ownership. Given the context is a takeover bid (mentioned via 'offeror/offeree' and 'Takeover Code'), this is a specific type of insider/significant shareholder disclosure related to a corporate action. Since it details the position and dealings of a major shareholder (Millennium International Management LP) in relation to an offer involving Assura plc and Primary Health Properties plc, it is most closely related to tracking ownership changes during a takeover. However, the closest general category for reporting personal/significant entity transactions is DIRS (Director's Dealing) or MRQ (Major Shareholding Notification). Since this is a mandatory disclosure under the Takeover Code rules regarding interests in securities during an offer, it is a specific form of insider/significant shareholder reporting. Given the options, and recognizing that this is a disclosure of interests/dealings by a major holder during a takeover, it aligns most closely with tracking significant ownership changes or insider activity. I will classify this as Director's Dealing (DIRS) as it reports the interests and dealings of a major entity involved in the transaction, which is a form of insider reporting, although it is broader than just directors. If a specific 'Takeover Disclosure' code existed, that would be preferred. Comparing DIRS and MRQ, DIRS is for executive/director trades, while MRQ is for major shareholding notifications (crossing thresholds). Form 8.3 is mandatory for anyone holding 1% or more during an offer, making it a major shareholder disclosure related to the M&A event. Given the options, DIRS is often used broadly for insider/related party transaction reporting, but MRQ captures the '1% or more' threshold aspect. Since the document explicitly details dealings and positions during an offer, it is fundamentally about the M&A process. However, looking strictly at the definitions: DIRS is for personal share transactions by directors/executives. MRQ is for changes in significant share ownership levels. This is a disclosure of a significant holder's position during an offer. I will select DIRS as it covers the 'dealing' aspect reported here, which is a common proxy for insider/related party disclosures when a specific M&A disclosure code isn't available, though it is technically broader than just directors. Re-evaluating: The document is a mandatory disclosure under the Takeover Code, which is a regulatory requirement during an M&A event. Since there is no specific M&A disclosure code other than TAR (M&A Activity), and this is a disclosure *about* the parties involved in the M&A, it is highly related to TAR. However, the content is purely about share positions and dealings. Given the options, DIRS (Director's Dealing) is the closest fit for reporting specific security interests and transactions by a major party involved in a corporate action, even if the party isn't strictly a director. I will proceed with DIRS as the best fit for reporting security interests/dealings by an involved party.
2025-06-27 English

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