SLI
USRT icon

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

Sumitomo Life Insurance’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.6M Buy
355,500
+105,800
+42% +$6.82M 0.39% 29
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

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Sumitomo Life Insurance's USRT Position: Q2 2026 in Review

Sumitomo Life Insurance increased its iShares Core US REIT ETF (USRT) stake by 42% in Q2 2026, buying an estimated $6.82M and bringing the position to 355,500 shares worth $23.6M. The position accounts for 0.39% of the portfolio, ranked #29.

Sumitomo Life Insurance first reported a position in USRT in Q2 2023 and has held it in 13 quarters since. 441 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Sumitomo Life Insurance held 355,500 shares of iShares Core US REIT ETF worth $23.6M as of Q2 2026.
  • Sumitomo Life Insurance bought 105,800 iShares Core US REIT ETF shares in Q2 2026, an estimated $6.82M.
  • iShares Core US REIT ETF made up 0.39% of Sumitomo Life Insurance's portfolio in Q2 2026, its #29 holding.
  • Sumitomo Life Insurance first reported a position in iShares Core US REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • 441 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.