Sumitomo Life Insurance’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.8M	Sell	249,700 -43,600	-15%	-$2.62M	0.35%	36
2025 Q4	$16.7M	Buy	293,300 +11,000	+4%	+$637K	0.46%	29
2025 Q3	$16.6M	Buy	282,300 +234,300	+488%	+$13.4M	0.51%	27
2025 Q2	$2.71M	Sell	48,000 -26,300	-35%	-$1.47M	0.18%	95
2025 Q1	$4.28M	Sell	74,300 -31,000	-29%	-$1.8M	0.15%	61
2024 Q4	$6.03M	Buy	105,300 +66,600	+172%	+$4.01M	0.11%	53
2024 Q3	$2.38M	Sell	38,700 -256,700	-87%	-$15M	0.05%	104
2024 Q2	$15.4M	Buy	295,400 +70,200	+31%	+$3.64M	0.36%	22
2024 Q1	$11.9M	Buy	225,200 +127,200	+130%	+$6.74M	0.31%	25
2023 Q4	$5.32M	Sell	98,000 -147,200	-60%	-$7.2M	0.17%	39
2023 Q3	$12.5M	Buy	245,200 +67,600	+38%	+$3.46M	0.35%	20
2023 Q2	$8.9M	Buy	+177,600	New	+$8.89M	0.39%	19