Swiss Life Asset Management Ltd

Position in FRT — Federal Realty Investment Trust

CIK 1637689 Zurich, V8

Position in FRT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$965,671

+$404,776 QoQ

Shares Held

7,823

+48.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#287

of 614 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Swiss Life Asset Management Ltd holds $27,435,830 across 17 REIT - Retail names. FRT ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	45,651	$10,209,845
2	O	Realty Income Corp	121,916	$7,553,915
3	KIM	Kimco Realty Corp	74,247	$1,882,161
4	REG	Regency Centers Corp	19,956	$1,591,290
5	FRT	Federal Realty Investment Trust This page	7,823	$965,671
6	BRX	Brixmor Property Group Inc.	27,661	$872,151
7	NNN	Nnn REIT, Inc.	13,062	$607,774
8	ADC	Agree Realty Corp	7,889	$597,512

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$965,671	7,823	+48.1%	Shares	Sole	2026-07-29
2026-03-31	$560,895	5,281	+25.5%	Shares	Sole	2026-05-14
2025-12-31	$424,267	4,209	+12.5%	Shares	Sole	2026-02-04
2025-09-30	$379,000	3,741	+76.0%	Shares	Sole	2025-12-02
2025-06-30	$201,948	2,126	-66.7%	Shares	Sole	2025-12-02
2024-03-31	$651,627	6,381	+7.6%	Shares	Sole	2025-12-09
2022-12-31	$599,066	5,929	+2.8%	Shares	Sole	2025-12-09
2022-09-30	$519,812	5,768	+6.3%	Shares	Sole	2025-12-09
2022-06-30	$519,389	5,425	0.0%	Shares	Sole	2025-12-09
2022-03-31	$662,229	5,425	—	Shares	Sole	2025-12-09
No filing history on record for this holder in this stock.