Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s SLR Investment Corp SLRC Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.42M Buy
378,888
+1,619
+0.4% +$24K ﹤0.01% 709
2025
Q4 		$5.83M Buy
377,269
+47,231
+14% +$720K ﹤0.01% 720
2025
Q3 		$5.05M Buy
330,038
+121,432
+58% +$1.97M ﹤0.01% 735
2025
Q2 		$3.37M Buy
208,606
+32,393
+18% +$518K ﹤0.01% 753
2025
Q1 		$2.97M Buy
176,213
+32,971
+23% +$561K ﹤0.01% 773
2024
Q4 		$2.31M Hold
143,242
– – ﹤0.01% 810
2024
Q3 		$2.16M Buy
143,242
+5,280
+4% +$82.1K ﹤0.01% 825
2024
Q2 		$2.22M Buy
137,962
+1,897
+1% +$29.9K ﹤0.01% 826
2024
Q1 		$2.09M Sell
136,065
-6,534
-5% -$98.9K ﹤0.01% 893
2023
Q4 		$2.14M Hold
142,599
– – ﹤0.01% 897
2023
Q3 		$2.19M Sell
142,599
-18,026
-11% -$272K ﹤0.01% 907
2023
Q2 		$2.29M Sell
160,625
-17,916
-10% -$256K ﹤0.01% 909
2023
Q1 		$2.69M Sell
178,541
-18,569
-9% -$279K ﹤0.01% 883
2022
Q4 		$2.74M Sell
197,110
-17,378
-8% -$241K ﹤0.01% 899
2022
Q3 		$2.64M Hold
214,488
– – ﹤0.01% 917
2022
Q2 		$3.14M Buy
214,488
+28,214
+15% +$453K ﹤0.01% 907
2022
Q1 		$3.38M Sell
186,274
-1,946
-1% -$35.6K ﹤0.01% 893
2021
Q4 		$3.47M Sell
188,220
-16,732
-8% -$321K ﹤0.01% 866
2021
Q3 		$3.92M Sell
204,952
-10,144
-5% -$193K ﹤0.01% 863
2021
Q2 		$4.01M Hold
215,096
– – ﹤0.01% 879
2021
Q1 		$3.82M Sell
215,096
-81,567
-27% -$1.5M ﹤0.01% 865
2020
Q4 		$5.2M Sell
296,663
-121,204
-29% -$2.05M ﹤0.01% 837
2020
Q3 		$6.62M Sell
417,867
-5,715
-1% -$93.7K ﹤0.01% 799
2020
Q2 		$6.78M Buy
423,582
+14,555
+4% +$221K ﹤0.01% 780
2020
Q1 		$4.76M Buy
+409,027
New +$7.45M ﹤0.01% 793

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SLRC Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its SLR Investment Corp (SLRC) stake by 0.43% in Q1 2026, buying an estimated $24K and bringing the position to 378,888 shares worth $5.42M. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Sumitomo Mitsui Trust Group first reported a position in SLRC in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.78M in Q2 2020. 123 funds tracked by Wall St. Rank hold SLRC as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 378,888 shares of SLR Investment Corp worth $5.42M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 1,619 SLR Investment Corp shares in Q1 2026, an estimated $24K.
  • SLR Investment Corp made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #709 holding.
  • Sumitomo Mitsui Trust Group first reported a position in SLR Investment Corp in Q1 2020 and has held it in 25 quarters since.
  • Sumitomo Mitsui Trust Group's SLR Investment Corp position peaked at $6.78M in Q2 2020.
  • 123 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.