REIT · Fiscal year end

大和証券リビング投資法人

8986

大和証券リビング投資法人

FIGI —8986.T8986 JPCorp. no. 1010405005732

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

From other filings

As the company states them

Bond ratings stated in filings: JCR AA (2026-09-16). One bond's rating on that date, as the company stated it; it may have changed. The agencies' opinions, not ours. /v1/companies/8986/credit-ratings

Ownership changes

All companies →

2026-10-05

Increase+1.02pt

Mitsubishi UFJ Financial Group, Inc. raised holdings in 大和証券リビング投資法人 (8986) to 6.40% from 5.38%.

S100Z5D0Filer profile Original filing (PDF, Japanese)
2026-06-03

Increase+1.01pt

Nomura Securities Co.,Ltd. raised holdings in 大和証券リビング投資法人投資証券 (8986) to 6.06% from 5.05%.

S100Y8DOFiler profile Original filing (PDF, Japanese)
2026-06-01

Increase+0.18pt

Mitsubishi UFJ Financial Group, Inc. raised holdings in 大和証券リビング投資法人 (8986) to 5.38% from 5.20%.

S100Y6TOFiler profile Original filing (PDF, Japanese)
2026-03-06

New 5% stake

Nomura Securities Co.,Ltd. disclosed a 5.05% stake in 大和証券リビング投資法人投資証券 (8986), crossing the 5% reporting threshold.

S100XOLZFiler profile Original filing (PDF, Japanese)
2025-09-12

Increase+0.58pt

Sumitomo Mitsui Trust Asset Management Co.,Ltd. raised holdings in 大和証券リビング投資法人 (8986) to 10.05% from 9.47%.

S100WO70Filer profile Original filing (PDF, Japanese)
2025-09-12

Threshold

Holdings of Sumitomo Mitsui Trust Asset Management Co.,Ltd. in 大和証券リビング投資法人 (8986) moved above 10% (9.47% -> 10.05%).

S100WO70Filer profile Original filing (PDF, Japanese)
2025-05-20

Decrease−1.59pt

BlackRock Japan Co., Ltd. reduced holdings in 大和証券リビング投資法人 (8986) to 5.83% from 7.42%.

S100VS0TFiler profile Original filing (PDF, Japanese)
2025-03-31

New 5% stake

Mitsubishi UFJ Financial Group, Inc. disclosed a 5.20% stake in 大和証券リビング投資法人 (8986), crossing the 5% reporting threshold.

S100VIQ4Filer profile Original filing (PDF, Japanese)
2024-05-29

Amendment+0.36pt

Daiwa Securities Group Inc. filed a correction to a 5% report on 大和証券リビング投資法人 (8986).

S100TIOIFiler profile Original filing (PDF, Japanese)
2024-05-29

Amendment+0.22pt

Daiwa Securities Group Inc. filed a correction to a 5% report on 大和証券リビング投資法人 (8986).

S100TIP0Filer profile Original filing (PDF, Japanese)

Trades by 5% holders

From the 60-day trade tables in 5% reports

Bought SoldHover a dot for the trade

Holder	Period	Net shares	Net % of shares	Avg. filed price	Range
アモーヴァ・アセットマネジメント株式会社	2025-07-11 – 2025-09-08	-2,753	−0.11pt	¥106,268.86	¥100,265–108,057
三井住友トラスト・アセットマネジメント株式会社	2025-07-11 – 2025-09-08	+11,720	+0.47pt	¥101,974.65	¥98,138–108,502
大和アセットマネジメント株式会社	2022-07-20 – 2023-10-05	+3,727	+0.12pt	¥118,094.21	¥104,085–126,600

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/8986/trades.

5% filings

Large shareholding reports on 8986

Filed	Filer	Stake	Change	Stated purpose
2026-10-05	Mitsubishi UFJ Financial Group, Inc.	6.40%	+1.02pt	pure investment strategic holding
2026-06-03	Nomura Securities Co.,Ltd.	6.06%	+1.01pt	—
2026-06-01	Mitsubishi UFJ Financial Group, Inc.	5.38%	+0.18pt	pure investment strategic holding
2026-03-06	Nomura Securities Co.,Ltd.	5.05%	—	—
2025-09-12	Sumitomo Mitsui Trust Asset Management Co.,Ltd.	10.05%	+0.58pt	—
2025-05-20	BlackRock Japan Co., Ltd.	5.83%	−1.59pt	pure investment
2025-03-31	Mitsubishi UFJ Financial Group, Inc.	5.20%	—	pure investment strategic holding
2024-05-29	Daiwa Securities Group Inc.	20.12%	+0.36pt	—
2024-05-29	Daiwa Securities Group Inc.	20.34%	+0.22pt	—
2024-04-05	Nomura Securities Co.,Ltd.	4.02%	−1.13pt	—

U.S. funds holding 8986

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

52 U.S. funds held 144,457 shares worth $88.4m.

Fund	Shares	Value	% of fund	As of
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS	27,703	$16.9m	0.003%	2026-07-31
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS	18,588	$11.4m	0.004%	2026-06-30
iShares Core MSCI EAFE ETF iShares Trust	16,101	$9.8m	0.005%	2026-07-31
DFA International Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC	13,535	$8.3m	0.246%	2026-07-31
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	8,722	$5.3m	0.138%	2026-07-31

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/8986
GET /v1/companies/8986/financials
GET /v1/companies/8986/details
GET /v1/companies/8986/segments
GET /v1/companies/8986/voting
GET /v1/companies/8986/tender-offers
GET /v1/companies/8986/indicators
GET /v1/companies/8986/earnings-releases
GET /v1/events?ticker=8986
GET /v1/companies/8986/trades         
GET /v1/companies/8986/cross-holdings 
GET /v1/companies/8986/brief

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