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Swiss Life Asset Management’s OR Royalties Inc OR Stock Holding History

Swiss Life Asset Management’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$344K Sell
10,880
-1,071
-9% -$39.5K ﹤0.01% 1171
2026
Q1 		$455K Buy
11,951
+3,100
+35% +$127K ﹤0.01% 903
2025
Q4 		$313K Hold
8,851
– – ﹤0.01% 1001
2025
Q3 		$355K Buy
+8,851
New +$276K ﹤0.01% 830

Other funds holding OR

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PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

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

Swiss Life Asset Management reduced its OR Royalties Inc (OR) stake by 9% in Q2 2026, selling an estimated $39.5K and leaving 10,880 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Swiss Life Asset Management first reported a position in OR in Q3 2025 and has held it in 4 quarters since. The position peaked at $455K in Q1 2026. 160 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Swiss Life Asset Management held 10,880 shares of OR Royalties Inc worth $344K as of Q2 2026.
  • Swiss Life Asset Management sold 1,071 OR Royalties Inc shares in Q2 2026, an estimated $39.5K.
  • OR Royalties Inc made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1171 holding.
  • Swiss Life Asset Management first reported a position in OR Royalties Inc in Q3 2025 and has held it in 4 quarters since.
  • Swiss Life Asset Management's OR Royalties Inc position peaked at $455K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

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