Sumitomo Life Insurance’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
48,000
-26,300
| -35% | -$1.49M | 0.18% | 95 |
|
|
2025
Q1 | $4.28M | Sell |
74,300
-31,000
| -29% | -$1.79M | 0.15% | 61 |
|
|
2024
Q4 | $6.03M | Buy |
105,300
+66,600
| +172% | +$3.82M | 0.11% | 53 |
|
|
2024
Q3 | $2.38M | Sell |
38,700
-256,700
| -87% | -$15.8M | 0.05% | 104 |
|
|
2024
Q2 | $15.4M | Buy |
295,400
+70,200
| +31% | +$3.67M | 0.36% | 22 |
|
|
2024
Q1 | $11.9M | Buy |
225,200
+127,200
| +130% | +$6.7M | 0.31% | 25 |
|
|
2023
Q4 | $5.32M | Sell |
98,000
-147,200
| -60% | -$7.99M | 0.17% | 39 |
|
|
2023
Q3 | $12.5M | Buy |
245,200
+67,600
| +38% | +$3.44M | 0.35% | 20 |
|
|
2023
Q2 | $8.9M | Buy |
+177,600
| New | +$8.9M | 0.39% | 19 |
|