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Portfolio (Quarterly) Guide ↗

Sumitomo Mitsui Trust Group, Inc.

· CIK 0001475365
13F Portfolio $175.1B AUM 1,080 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1080 New
Page 41 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 EWZ ISHARES MSCI BRAZIL ETF 60,126.0 $2.1M 0.00% NEW $34.50 -2.3%
802 DEI DOUGLAS EMMETT INC Real Estate 175,537.0 $2.1M 0.00% NEW $11.80 -1.9%
803 TRP TC ENERGY CORP Energy 31,232.0 $2.1M 0.00% NEW $66.29 -3.4%
804 BWXT BWX TECHNOLOGIES INC Industrials 10,611.0 $2.1M 0.00% NEW $194.65 -15.2%
805 BBWI BATH & BODY WORKS INC Consumer Cyclical 89,012.0 $2.1M 0.00% NEW $23.13 -13.4%
806 LTC LTC PROPERTIES INC Real Estate 53,091.0 $2.0M 0.00% NEW $38.45 +4.0%
807 GTY GETTY REALTY CORP Real Estate 59,798.0 $2.0M 0.00% NEW $33.36 -1.1%
808 MASS 908 DEVICES INC Healthcare 228,681.0 $2.0M 0.00% NEW $8.70 +15.9%
809 CNTN CANTON STRATEGIC HOLDINGS IN Healthcare 703,361.0 $2.0M 0.00% NEW $2.82 -28.7%
810 DOCU DOCUSIGN INC Technology 44,400.0 $2.0M 0.00% NEW $44.42 +35.1%
811 SMA SMARTSTOP SELF STORAGE REIT Real Estate 59,857.0 $1.9M 0.00% NEW $32.50 +5.0%
812 BWA BORGWARNER INC Consumer Cyclical 29,206.0 $1.9M 0.00% NEW $66.40 +2.3%
813 WTRG ESSENTIAL UTILITIES INC Utilities 50,204.0 $1.9M 0.00% NEW $38.31 +5.3%
814 EZA ISHARES MSCI SOUTH AFRICA ET 30,361.0 $1.9M 0.00% NEW $63.19 +6.2%
815 RLJ RLJ LODGING TRUST Real Estate 158,282.0 $1.9M 0.00% NEW $11.85 -5.6%
816 TTD TRADE DESK INC/THE -CLASS A Technology 102,767.0 $1.9M 0.00% NEW $18.08 -25.8%
817 TLTW ISHARES 20 BOND BUYWRITE 82,850.0 $1.9M 0.00% NEW $22.34 -5.7%
818 GNL GLOBAL NET LEASE INC Real Estate 206,907.0 $1.8M 0.00% NEW $8.94 -1.1%
819 IIPR INNOVATIVE INDUSTRIAL PROPER Real Estate 29,702.0 $1.8M 0.00% NEW $61.98 -11.1%
820 EPI WISDOMTREE INDIA EARNINGS 42,519.0 $1.8M 0.00% NEW $42.78 -0.1%
Page 41 of 54  ·  1,080 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Financial Services 12.2%
Healthcare 9.5%
Communication Services 9.3%
Consumer Cyclical 9.2%
Industrials 8.1%
Consumer Defensive 4.2%
Real Estate 3.3%
Energy 2.7%
Utilities 2.3%