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Swiss Life Asset Management’s Federal Realty Investment Trust FRT Stock Holding History

Swiss Life Asset Management’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$966K Buy
7,823
+2,542
+48% +$296K ﹤0.01% 713
2026
Q1 		$561K Buy
5,281
+1,072
+25% +$112K ﹤0.01% 820
2025
Q4 		$424K Buy
4,209
+468
+13% +$46.1K ﹤0.01% 858
2025
Q3 		$379K Buy
3,741
+1,615
+76% +$156K ﹤0.01% 808
2025
Q2 		$202K Buy
+2,126
New +$201K ﹤0.01% 824
2024
Q2 		– Sell
-6,381
Closed -$652K – 589
2024
Q1 		$652K Buy
+6,381
New +$645K 0.01% 432
2023
Q1 		– Sell
-5,929
Closed -$601K – 620
2022
Q4 		$601K Buy
5,929
+161
+3% +$16.3K 0.01% 530
2022
Q3 		$520K Buy
5,768
+343
+6% +$34.8K 0.01% 517
2022
Q2 		$521K Hold
5,425
– – 0.01% 522
2022
Q1 		$661K Sell
5,425
-34
-0.6% -$4.19K 0.01% 496
2021
Q4 		$744K Sell
5,459
-28,015
-84% -$3.55M 0.01% 485
2021
Q3 		$3.95M Buy
33,474
+28,015
+513% +$3.32M 0.05% 335
2021
Q2 		$639K Sell
5,459
-398
-7% -$45.2K 0.01% 492
2021
Q1 		$594K Sell
5,857
-113
-2% -$10.9K 0.01% 463
2020
Q4 		$507K Hold
5,970
– – 0.01% 468
2020
Q3 		$437K Sell
5,970
-1,147
-16% -$90.4K 0.01% 425
2020
Q2 		$607K Buy
7,117
+1,147
+19% +$92.6K 0.01% 409
2020
Q1 		$446K Hold
5,970
– – 0.01% 428
2019
Q4 		$770K Hold
5,970
– – 0.01% 407
2019
Q3 		$812K Sell
5,970
-314
-5% -$41.4K 0.01% 408
2019
Q2 		$808K Buy
+6,284
New +$834K 0.01% 416
2017
Q3 		– Sell
-11,089
Closed -$1.4M – 480
2017
Q2 		$1.4M Sell
11,089
-3,264
-23% -$421K 0.04% 242
2017
Q1 		$1.92M Buy
14,353
+2,227
+18% +$308K 0.05% 189
2016
Q4 		$1.72M Buy
12,126
+3,903
+47% +$554K 0.06% 183
2016
Q3 		$1.26M Buy
8,223
+5,865
+249% +$948K 0.04% 201
2016
Q2 		$390K Buy
+2,358
New +$367K 0.02% 278

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Swiss Life Asset Management's FRT Position: Q2 2026 in Review

Swiss Life Asset Management increased its Federal Realty Investment Trust (FRT) stake by 48% in Q2 2026, buying an estimated $296K and bringing the position to 7,823 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Swiss Life Asset Management first reported a position in FRT in Q2 2016 and has held it in 26 quarters since. The position peaked at $3.95M in Q3 2021. 410 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Swiss Life Asset Management held 7,823 shares of Federal Realty Investment Trust worth $966K as of Q2 2026.
  • Swiss Life Asset Management bought 2,542 Federal Realty Investment Trust shares in Q2 2026, an estimated $296K.
  • Federal Realty Investment Trust made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #713 holding.
  • Swiss Life Asset Management first reported a position in Federal Realty Investment Trust in Q2 2016 and has held it in 26 quarters since.
  • Swiss Life Asset Management's Federal Realty Investment Trust position peaked at $3.95M in Q3 2021.
  • 410 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.