Sumitomo Mitsui Trust Group, Inc.: WTRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sumitomo Mitsui Trust Group, Inc. on WTRG, newest first. How the timeline and the estimate are built.
Sumitomo Mitsui Trust Group, Inc. held 50,204 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 50,204 sharesChange vs previous 13F +5,173 shares
<0.01% of the 13F portfolio, value $1,923,315.
13F-HR 0001214659-26-009184 filed by Sumitomo Mitsui Trust Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 45,031 sharesChange vs previous 13F -520,598 shares
<0.01% of the 13F portfolio, value $1,813,398.
13F-HR 0001214659-26-005304 filed by Sumitomo Mitsui Trust Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 565,629 sharesChange vs previous 13F -9,895 shares
0.01% of the 13F portfolio, value $21,697,528.
13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 575,524 sharesChange vs previous 13F +31,606 shares
0.01% of the 13F portfolio, value $22,963,408.
13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 543,918 sharesChange vs previous 13F +7,200 shares
0.01% of the 13F portfolio, value $20,201,115.
13F-HR 0001214659-25-011183 filed by Sumitomo Mitsui Trust Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 536,718 sharesChange vs previous 13F +29,708 shares
0.01% of the 13F portfolio, value $21,216,463.
13F-HR 0001214659-25-006359 filed by Sumitomo Mitsui Trust Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 507,010 sharesChange vs previous 13F -3,043 shares
0.01% of the 13F portfolio, value $18,414,603.
13F-HR 0001214659-25-001416 filed by Sumitomo Mitsui Trust Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 510,053 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $19,672,744.
13F-HR 0001214659-24-018417 filed by Sumitomo Mitsui Trust Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).