Supermarket Income Reit

SUPR · Main Market · Real Estate · mcap £1,134m · 83.5p 2 open situations →

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20252026 5 directors buying Debt-funded UK pipeline deployment 4 directors buying 4 directors buying 2 directors buying 6 directors buying

Open · 2

Insider conviction

5 directors buying

£192k in 6 buys

29 Sep 2026 Michael Perkins £15k
16 Sep 2026 Robert Abraham £25k
17 Jul 2026 Sapna Shah £40k
17 Jul 2026 Cathryn Vanderspar £20k

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Large acquisition / reverse takeover

Debt-funded UK pipeline deployment

Raise deployed; three-supermarket purchase pending

Since Nov 2025 SUPR has redeployed Blue Owl JV proceeds into debt-funded acquisitions. It raised £100m gross at 83p on 15 Jul 2026 and acquired six assets for £104m on 11 Sep 2026. The 16 Sep 2026 results confirm £222m of acquisitions at a 6.6% yield. LTV is 43.9% and FY26 EPRA EPS fell 4.1% to 5.7p. The £118m three-supermarket purchase is still to complete.

Acquired 11 Sep: Six grocery assets for £104m, including Sainsbury's Macclesfield, Morrisons Leeds and an Avonmouth distribution centre 11 Sep 2026 ↗
Funding: £100m equity raise in July 2026 plus leverage, fully deployed 16 Sep 2026 ↗
Average yield: 6.6% net initial yield 16 Sep 2026 ↗
WAULT: 10 years across the pipeline 11 Sep 2026 ↗
Pending: Three supermarkets for £118m, contracts exchanged 16 Sep 2026 ↗
Acquisitions: £222m across nine grocery assets post year-end 16 Sep 2026 ↗

Next: Completion of three-supermarket £118m purchase

16 Sep 2026 Raise deployed; three-supermarket purchase pending
11 Sep 2026 Six assets acquired; equity raise fully deployed
21 Jul 2026 Equity raised; awaiting shareholder approval
15 Jul 2026 Equity raise priced; awaiting shareholder approval

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Closed · 4

Insider conviction4 directors buying £201k in 5 buys · 12 Mar 2026 – 9 Jul 2026 −0% Insider conviction4 directors buying £156k in 4 buys · 26 Nov 2025 – 25 Feb 2026 +6% Insider conviction2 directors buying £82k in 2 buys · 25 Jul 2025 – 23 Oct 2025 +6% Insider conviction6 directors buying £683k in 7 buys · 19 Sep 2024 – 20 Apr 2025 +3%

Company filings. Not investment advice.