Investor Presentaiton
Unitholder Status
Number of Unitholders and Units by Unitholder Type
Period ended Aug. 2018
// Major Unitholders
O Daiwa House REIT Investment Corporation
Unitholder type
Number of
unitholders
Number of units
Period ended Feb. 2019
Number of
unitholders
Period ended Feb. 2019
Number of units
Name
Unitholders (%)
Units
(%)
Unitholders (%)
Units
(%)
Number of Ownership
units owned
(%)
Individuals and others
15,983
94.2 98,739 5.1
15,900 94.1
98,822 5.1
Japan Trustee Services Bank, Ltd.
(Trust Account)
359,999
18.7
Financial institutions
194
1.1 1,090,944 56.6
202
1.2 1,059,700 55.0
Banks / trust banks
67
0.4 994,005 51.6
74 0.4
963,665 50.0
The Master Trust Bank of Japan, Ltd.
(Trust Account)
262,423
13.6
City banks
I
-
I
Daiwa House Industry Co., Ltd.
185,200
9.6
Regional banks
52
0.3
148,478 7.7
59
0.3
156,920 8.1
The Nomura Trust and Banking Co., Ltd.
(Investment Trust Account)
69,107
3.6
Trust banks
15
0.1 845,527 43.9
15
0.1
806,745
41.9
Life insurance
9
10
State Street Bank West Client - Treaty
505234
68,170
3.5
0.1
32,239 1.7
9
0.1
25,162 1.3
companies
Non-life insurance
2
0.0
7,442
0.4
3
0.0
5,920
0.3
companies
Trust & Custody Services Bank, Ltd.
(Securities Investment Trust Account)
49,640
2.6
Other financial
116
0.7
57,258
3.0
116
0.7
64,953
3.4
institutions
Mitsubishi UFJ Morgan Stanley Securities
Co., Ltd.
34,716
1.8
Shinkin banks
62
39
0.4
28,545 1.5
62
62
0.4
31,412 1.6
Others
54
0.3
28,713
1.5
54
Nomura Bank (Luxembourg) S.A.
31,306
1.6
54
0.3
33,541
1.7
Other domestic
318
1.9
221,275 11.5
316
1.9
corporations
119
220,926 11.5
Mizuho Trust & Banking Co., Ltd.
19,025
1.0
10
Foreign corporations
448
2.6 446,016 23.1
463
2.7
460,442 23.9
and individuals
State Street Bank and Trust Company
505103
18,337
1.0
Securities firms
19
10
0.1
70,026 3.6
22
0.1
87,110 4.5
Total
16,962 100.0 1,927,000 100.0
Total
16,903 100.0 1,927,000 100.0
1,097,923
57.0
61View entire presentation