Capital Signal

Arena Reit (ASX: ARF)

Sector: Real Estate

Market cap: A$1.1B (as of 2 Nov 2026)

Arena REIT owns, manages and develops social infrastructure properties across Australia. Arena REIT's portfolio of social infrastructure properties is leased to a diversified tenant base in the growing early learning and healthcare sectors.

Data as of 2 Nov 2026.

Recent capital raises

DateTypeAmountPriceDiscountSource
26 Aug 2024SPP$23.8M$3.78—Filing ↗
23 July 2024Placement$120M$3.784.5% discountFiling ↗
29 June 2020SPP$24.9M$2.21—Filing ↗
28 June 2019SPP$16.37M$2.64—Filing ↗
21 May 2019Placement$50M$2.674.3% discountFiling ↗

Substantial holders — latest moves

DateHolderMoveHoldingSource
14 July 2026BlackRock Group (BlackRock Inc. and subsidiaries named in Annexures ACN/ARSN to this form)Increase5.69% → 6.87%Filing ↗
23 Aug 2024UniSuper Limited as trustee for UniSuper (UniSuper) and UniSuper Management Pty LimitedExit—Filing ↗
5 Aug 2024UniSuper Limited as trustee for UniSuper (UniSuper) and UniSuper Management Pty LimitedEntry?% → 5.040%Filing ↗
6 Feb 2023Australian Unity Funds Management LimitedExit—Filing ↗
13 Jan 2023Australian Unity Funds Management LimitedDecrease7.580% → 5.830%Filing ↗

Director trades — on-market

DateDirectorTradeSource
2 Sept 2026Adam Michael TindallBought 30,000Filing ↗
28 Aug 2026Mr Matthew Peter NacardBought 40,000 Ordinary stapled securitiesFiling ↗
28 Aug 2026Justin BaileyBought 26,596Filing ↗
27 Aug 2026Justin BaileyBought 23,404Filing ↗
18 May 2026Adam Michael TindallBought 11,003 Ordinary stapled securitiesFiling ↗

Latest guidance

DatePeriodGuidanceSource
19 Oct 2026FY27Arena advises that it has updated FY2027 distribution guidance to a range of 19.0 – 20.2 cents per security to reflect progress on the resolution of the Edge portfolio.Filing ↗

Ask about ARF in Claude or ChatGPT

Add the Capital Signal connector at https://capitalsignal.io/api/mcp, then ask:

  • Has ARF raised money in the last year, and at what discount?
  • What was ARF's latest cash position and runway?

Setup guide for Claude, ChatGPT and other MCP clients →

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Arena Reit (ASX: ARF): capital raises, holders, director trades | Capital Signal