Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$516K Sell
23,391
-1,830
-7% -$40.5K ﹤0.01% 972
2026
Q1 		$541K Sell
25,221
-553
-2% -$12.4K ﹤0.01% 923
2025
Q4 		$572K Sell
25,774
-3,041
-11% -$67.6K ﹤0.01% 931
2025
Q3 		$633K Sell
28,815
-2,464
-8% -$54.9K ﹤0.01% 910
2025
Q2 		$669K Buy
31,279
+1,738
+6% +$36.5K ﹤0.01% 893
2025
Q1 		$663K Sell
29,541
-2,221
-7% -$50.1K ﹤0.01% 897
2024
Q4 		$678K Hold
31,762
– – ﹤0.01% 915
2024
Q3 		$754K Hold
31,762
– – ﹤0.01% 922
2024
Q2 		$704K Sell
31,762
-2,138
-6% -$47.8K ﹤0.01% 934
2024
Q1 		$788K Sell
33,900
-1,308
-4% -$29.6K ﹤0.01% 985
2023
Q4 		$831K Sell
35,208
-837
-2% -$18.5K ﹤0.01% 993
2023
Q3 		$805K Buy
36,045
+16,070
+80% +$382K ﹤0.01% 1009
2023
Q2 		$471K Hold
19,975
– – ﹤0.01% 1061
2023
Q1 		$436K Buy
+19,975
New +$477K ﹤0.01% 1079
2022
Q1 		– Sell
-40,346
Closed -$1.39M – 1228
2021
Q4 		$1.39M Sell
40,346
-24,855
-38% -$908K ﹤0.01% 996
2021
Q3 		$2.36M Hold
65,201
– – ﹤0.01% 928
2021
Q2 		$2.42M Sell
65,201
-4,355
-6% -$160K ﹤0.01% 932
2021
Q1 		$2.45M Buy
+69,556
New +$2.33M ﹤0.01% 907
2020
Q1 		– Sell
-81,165
Closed -$3.61M – 1136
2019
Q4 		$3.61M Buy
81,165
+68,550
+543% +$2.97M ﹤0.01% 833
2019
Q3 		$531K Buy
+12,615
New +$532K ﹤0.01% 996

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group's REM Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its iShares Mortgage Real Estate ETF (REM) stake by 7.3% in Q2 2026, selling an estimated $40.5K and leaving 23,391 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Sumitomo Mitsui Trust Group first reported a position in REM in Q3 2019 and has held it in 20 quarters since. The position peaked at $3.61M in Q4 2019. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 23,391 shares of iShares Mortgage Real Estate ETF worth $516K as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 1,830 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $40.5K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #972 holding.
  • Sumitomo Mitsui Trust Group first reported a position in iShares Mortgage Real Estate ETF in Q3 2019 and has held it in 20 quarters since.
  • Sumitomo Mitsui Trust Group's iShares Mortgage Real Estate ETF position peaked at $3.61M in Q4 2019.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.