Sumitomo Mitsui Trust Group
USRT icon

Sumitomo Mitsui Trust Group’s iShares Core US REIT ETF USRT Stock Holding History

Sumitomo Mitsui Trust Group’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
2025
Q2 		– Sell
-14,643
Closed -$843K – 1069
2025
Q1 		$843K Sell
14,643
-14,001
-49% -$811K ﹤0.01% 874
2024
Q4 		$1.64M Buy
28,644
+13,683
+91% +$823K ﹤0.01% 834
2024
Q3 		$921K Buy
+14,961
New +$873K ﹤0.01% 900
2022
Q4 		– Sell
-28,822
Closed -$1.37M – 1228
2022
Q3 		$1.37M Buy
+28,822
New +$1.59M ﹤0.01% 988
2022
Q1 		– Sell
-118,502
Closed -$8.01M – 1241
2021
Q4 		$8.01M Buy
118,502
+73,700
+165% +$4.69M ﹤0.01% 794
2021
Q3 		$2.63M Buy
44,802
+1,815
+4% +$110K ﹤0.01% 910
2021
Q2 		$2.51M Buy
42,987
+12,455
+41% +$707K ﹤0.01% 925
2021
Q1 		$1.6M Buy
30,532
+13,910
+84% +$700K ﹤0.01% 955
2020
Q4 		$805K Sell
16,622
-1,287
-7% -$60K ﹤0.01% 1015
2020
Q3 		$783K Sell
17,909
-1,013
-5% -$45.2K ﹤0.01% 990
2020
Q2 		$823K Buy
+18,922
New +$794K ﹤0.01% 976

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group's USRT Position: Q2 2025 in Review

Sumitomo Mitsui Trust Group sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 14,643 shares — an estimated $843K sold.

Sumitomo Mitsui Trust Group first reported a position in USRT in Q2 2020 and held it in 11 quarters. The position peaked at $8.01M in Q4 2021. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • Sumitomo Mitsui Trust Group reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 14,643 iShares Core US REIT ETF shares in Q2 2025, an estimated $843K.
  • Sumitomo Mitsui Trust Group first reported a position in iShares Core US REIT ETF in Q2 2020 and held it in 11 quarters.
  • Sumitomo Mitsui Trust Group's iShares Core US REIT ETF position peaked at $8.01M in Q4 2021.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2025, filed 31 Jul 2025.