JapanStake
REIT · Fiscal year end

大和ハウスリート投資法人

8984

大和ハウスリート投資法人

FIGI —8984.T8984 JPCorp. no. 6010005015144

Financial statements appear when the company's next annual securities report is processed.

Ownership changes

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  • 2026-09-04
    Increase+1.41pt

    Daiwa Asset Management Co.Ltd. raised holdings in 大和ハウスリート投資法人 (8984) to 6.90% from 5.49%.

    01020304050
  • 2026-06-01
    Purpose change+0.19pt

    Mitsubishi UFJ Financial Group, Inc. changed its stated purpose for holding 大和ハウスリート投資法人 (8984): pure_investment, strategic_holding -> pure_investment.

    01020304050
  • 2026-06-01
    Increase+0.19pt

    Mitsubishi UFJ Financial Group, Inc. raised holdings in 大和ハウスリート投資法人 (8984) to 5.41% from 5.22%.

    01020304050
  • 2026-05-12
    Decrease−0.33pt

    Nomura Securities Co.,Ltd. reduced holdings in 大和ハウスリート投資法人 投資証券 (8984) to 6.25% from 6.58%.

    01020304050
  • 2026-04-28
    Amendment+0.19pt

    Mitsubishi UFJ Financial Group, Inc. filed a correction to a 5% report on 大和ハウスリート投資法人 (8984).

  • 2026-04-20
    Purpose change+0.19pt

    Mitsubishi UFJ Financial Group, Inc. changed its stated purpose for holding 大和ハウスリート投資法人 (8984): pure_investment -> pure_investment, strategic_holding.

    01020304050
  • 2026-04-20
    Increase+0.19pt

    Mitsubishi UFJ Financial Group, Inc. raised holdings in 大和ハウスリート投資法人 (8984) to 5.22% from 5.03%.

    01020304050
  • 2026-04-06
    Decrease−1.38pt

    Daiwa Asset Management Co.Ltd. reduced holdings in 大和ハウスリート投資法人 (8984) to 5.49% from 6.87%.

    01020304050
  • 2026-03-05
    Increase+1.86pt

    Daiwa Asset Management Co.Ltd. raised holdings in 大和ハウスリート投資法人 (8984) to 6.87% from 5.01%.

    01020304050
  • 2025-12-01
    Purpose change−0.07pt

    Mitsubishi UFJ Financial Group, Inc. changed its stated purpose for holding 大和ハウスリート投資法人 (8984): pure_investment, strategic_holding -> pure_investment.

    01020304050

Trades by 5% holders

From the 60-day trade tables in 5% reports
HolderPeriodNet sharesNet % of sharesAvg. filed priceRange
大和ハウス工業株式会社2023-09-07 – 2025-05-19-69,668−2.99pt¥248,912¥248,912–248,912
SSGA Funds Management, Inc.2021-12-31 – 2022-09-01-618−0.03pt——
State Street Bank and Trust Company2021-12-27 – 2022-09-0100.00pt——
State Street Global Advisors Limited2021-12-30 – 2022-08-31+1150.00pt——
State Street Global Advisors Trust Company2021-12-28 – 2022-08-31+10,020+0.43pt——
State Street Global Advisors Australia, Limited2021-12-29 – 2022-08-29-680−0.03pt——
State Street Global Advisors Europe Limited2022-01-05 – 2022-08-24-422−0.01pt——

Net shares and the average are our calculations. Prices are filed prices as stated by the filer, mostly for off-market trades; they are not market prices. Stock lending, custody transfers and option exercises are excluded from net shares. Every row via /v1/companies/8984/trades.

5% filings

Large shareholding reports on 8984
FiledFilerStakeChangeStated purpose
2026-09-04Daiwa Asset Management Co.Ltd.6.90%+1.41pt—
2026-06-01Mitsubishi UFJ Financial Group, Inc.5.41%+0.19ptpure investment
2026-05-12Nomura Securities Co.,Ltd.6.25%−0.33pt—
2026-04-28Mitsubishi UFJ Financial Group, Inc.5.22%+0.19ptpure investment strategic holding
2026-04-20Mitsubishi UFJ Financial Group, Inc.5.22%+0.19ptpure investment strategic holding
2026-04-06Daiwa Asset Management Co.Ltd.5.49%−1.38pt—
2026-03-05Daiwa Asset Management Co.Ltd.6.87%+1.86pt—
2025-12-01Mitsubishi UFJ Financial Group, Inc.5.03%−0.07ptpure investment
2025-11-04Mitsubishi UFJ Financial Group, Inc.5.10%−0.34ptpure investment strategic holding
2025-09-19Sumitomo Mitsui Trust Asset Management Co.,Ltd.7.50%−0.60pt—

U.S. funds holding 8984

SEC Form N-PORT, reports to 2026-07-31

70 U.S. funds held 335,338 shares worth $257.2m.

FundSharesValue% of fundAs of
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
VANGUARD STAR FUNDS
61,438$47.6m0.007%2026-07-31
VANGUARD DEVELOPED MARKETS INDEX FUND
VANGUARD TAX-MANAGED FUNDS
39,867$29.6m0.009%2026-06-30
iShares Core MSCI EAFE ETF
iShares Trust
34,900$27.0m0.014%2026-07-31
DFA International Real Estate Securities Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC
29,835$23.1m0.688%2026-07-31
Fidelity SAI International Low Volatility Index Fund
Fidelity Salem Street Trust
22,562$17.5m0.221%2026-07-31

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/8984
GET /v1/companies/8984/financials
GET /v1/companies/8984/details
GET /v1/companies/8984/segments
GET /v1/companies/8984/voting
GET /v1/companies/8984/tender-offers
GET /v1/companies/8984/indicators
GET /v1/companies/8984/earnings-releases
GET /v1/events?ticker=8984
GET /v1/companies/8984/trades         
GET /v1/companies/8984/cross-holdings 
GET /v1/companies/8984/brief          

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