Capitalization & Unitholders
Capitalization
As of September 24, 2024
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 |
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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) |
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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 June 30, 2025
Name | Address | Number of investment units owned (units) |
As a percentage of total number of investment units issued and outstanding (%) |
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Custody Bank of Japan, T. | 1-8-12 Harumi, Chuo Ward | 25,426 | 9.0% |
Master Trust Bank of Japan, T. | 1-8-1 Akasaka, Minato Ward | 24,988 | 8.9% |
Marimo | 1-17-23 Kogokita, Nishi Ward, Hiroshima City | 17,293 | 6.1% |
Nomura Trust, Inv. T. | 2-2-2 Otemachi, Chiyoda Ward | 10,865 | 3.9% |
individual unitholder | - | 4,746 | 1.7% |
individual unitholder | - | 3,000 | 1.1% |
Fuji-Izu Japan Agricultural Cooperatives | 415-1 Kamishōji, Shimokankan, Numazu-shi, Shizuoka-ken, Japan | 2,100 | 0.7% |
individual unitholder | - | 2,056 | 0.7% |
Yonezawa Shinkin Bank | 4-27, Omachi 5-chome, Yonezawa City | 2,000 | 0.7% |
TKC Co., Ltd. | 3-4-2 Takasu, Nishi-ku, Hiroshima-shi, Hiroshima-ken, Japan | 1,904 | 0.7% |
Total | 94,378 | 33.5% |
(Note 1) | Calculated by dividing the 90,513 investment units held by the top 10 companies by the 281,494 investment units issued and outstanding as of June 30, 2025, and rounding to the first decimal place. |
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