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What smart money is saying about Regis HealthcareAustralia flag

REG.AX

No fund has written a full thesis on Regis Healthcare in our archive, but 1 fund letter reports a position in it, most recently CI Brunswick Fund in September 2025.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Every position in Regis Healthcare on record in the archive was reported in Q3 2025, across 1 fund letter, with no move described.

Fund letters reporting a position in Regis Healthcare, by quarter
QuarterLettersBoughtSoldTheses
Q3 20251000

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position

Also mentioned · 1

These funds discuss Regis Healthcare as a competitor, benchmark or comparable, without disclosing a position in it.

  • December 2024
    “The unique nature of the business model in NZ in which a resident pays RYM the “right” to occupy the unit (and gets this quantum back minus the DMF upon exit) acts as a form of near free nancing for retirement operators. It has many parallels with Regis Healthcare and its Refundable Accommodation Deposits (RADs) where you can grow your business with “other people’s money”.”
    Regis Healthcare

Read the letters behind these Regis Healthcare positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.

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