Capitalization & Unitholders
Capitalization
As of December 31, 2025
The total number of investment units authorized and the total number of investment units issued and outstanding of marimo REIT are as follows:
| Unitholders’ capital | 30,332million yen |
|---|---|
| Total number of investment units authorized | 10,000,000units |
| Total number of investment units issued and outstanding | 281,494units |
Changes in unitholders’ capital and the total number of investment units issued and outstanding since the incorporation of marimo REIT are as follows:
| Date | Description | Unitholders’ capital (thousand yen) |
Total number of investment units issued and outstanding (units) |
||
|---|---|---|---|---|---|
| Increase (Decrease) |
Balance | Increase (Decrease) |
Balance | ||
| Feb. 5, 2016 | Incorporation through private placement | 200,000 | 200,000 | 2,000 | 2,000 |
| Jul. 28, 2016 | Capital increase through public offering | 7,832,604 | 8,032,604 | 88,500 | 90,500 |
| Aug. 31, 2016 | Capital increase through third-party allotment | 41,419 | 8,074,023 | 468 | 90,968 |
| Jan. 22, 2018 | Capital increase through public offering | 4,142,286 | 12,216,309 | 39,500 | 130,468 |
| Feb. 16, 2018 | Capital increase through third-party allotment | 196,312 | 12,412,622 | 1,872 | 132,340 |
| Jan. 20, 2020 | Capital increase through public offering | 2,340,287 | 14,752,910 | 19,371 | 151,711 |
| Feb. 17, 2020 | Capital increase through third-party allotment | 117,068 | 14,869,979 | 969 | 152,680 |
| Jan. 18, 2022 | Capital increase through public offering | 4,685,153 | 19,555,133 | 38,158 | 190,838 |
| Feb. 15, 2022 | Capital increase through third-party allotment | 170,422 | 19,725,556 | 1,388 | 192,226 |
| Jan. 18, 2023 | Capital increase through public offering | 5,227,360 | 24,952,916 | 42,856 | 235,082 |
| Feb. 14, 2023 | Capital increase through third-party allotment | 261,392 | 25,214,309 | 2,143 | 237,225 |
| Sep. 2, 2024 | Capital increase through public offering | 4,882,170 | 30,096,479 | 42,226 | 279,451 |
| Sep. 24, 2024 | Capital increase through third-party allotment | 236,211 | 30,332,690 | 2,043 | 281,494 |
Major Unitholders
As of December 31, 2025
| Name | Address | Number of investment units owned (units) |
As a percentage of total number of investment units issued and outstanding (%) |
|---|---|---|---|
| Custody Bank of Japan, T. | 1-8-12 Harumi, Chuo Ward | 27,838 | 9.9% |
| Master Trust Bank of Japan, T. | 1-8-1 Akasaka, Minato Ward | 24,860 | 8.8% |
| Marimo | 1-17-23 Kogokita, Nishi Ward, Hiroshima City | 17,293 | 6.1% |
| Nomura Trust, Inv. T. | 2-2-2 Otemachi, Chiyoda Ward | 11,126 | 4.0% |
| individual unitholder | - | 4,767 | 1.7% |
| individual unitholder | - | 4,600 | 1.6% |
| Fuji-Izu Japan Agricultural Cooperatives | 415-1 Kamishōji, Shimokankan, Numazu-shi, Shizuoka-ken, Japan | 2,270 | 0.8% |
| individual unitholder | - | 2,200 | 0.8% |
| Yonezawa Shinkin Bank | 4-27, Omachi 5-chome, Yonezawa City | 2,000 | 0.7% |
| SBI SECURITIES Co., Ltd. | 1-6-1 Roppongi, Minato-ku, Tokyo, Japan | 1,934 | 0.7% |
| Total | 98,888 | 35.1% |
| (Note 1) | The figure is calculated by dividing the 98,888 investment units held by the top 10 unitholders by the 281,494 units issued as of December 31, 2025, and rounding the result to the second decimal place. |
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