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SUMITOMO MITSUI FINANCIAL GROUP, INC.: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMITOMO MITSUI FINANCIAL GROUP, INC. on IYR, newest first. How the timeline and the estimate are built.

SUMITOMO MITSUI FINANCIAL GROUP, INC. held 664,028 IYR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 664,028 shares
    Change vs previous 13F +537,971 shares

    0.34% of the 13F portfolio, value $67,896,863.

    13F-HR 0001193125-26-311231 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 118,215 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 545,813 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 126,057 shares
    Change vs previous 13F -1,094 shares

    0.24% of the 13F portfolio, value $11,919,950.

    13F-HR 0001193125-26-222692 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 127,151 shares
    Change vs previous 13F +818 shares

    0.21% of the 13F portfolio, value $11,938,207.

    13F-HR 0001193125-26-047559 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 126,333 shares
    Change vs previous 13F -2,004 shares

    0.22% of the 13F portfolio, value $12,264,408.

    13F-HR 0001193125-25-275787 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 128,337 shares
    Change vs previous 13F +1,403 shares

    0.2% of the 13F portfolio, value $12,162,497.

    13F-HR 0000950123-25-007705 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 126,934 shares
    Change vs previous 13F +7,235 shares

    0.22% of the 13F portfolio, value $12,153,931.

    13F-HR 0000950123-25-005053 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 119,699 shares
    Change vs previous 13F +20,072 shares

    0.15% of the 13F portfolio, value $11,139,189.

    13F-HR 0000950123-25-001919 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 99,627 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,149,002.

    13F-HR 0000950123-24-010599 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).