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Disclosery

Swiss Life Asset Management Ltd: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Swiss Life Asset Management Ltd on SRE, newest first. How the timeline and the estimate are built.

Swiss Life Asset Management Ltd held 120,883 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,883 shares
    Change vs previous 13F +12,843 shares

    0.05% of the 13F portfolio, value $11,207,063.

    13F-HR 0001172661-26-002910 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 108,040 shares
    Change vs previous 13F +11,477 shares

    0.05% of the 13F portfolio, value $10,498,247.

    13F-HR 0001172661-26-001895 filed by Swiss Life Asset Management Ltd
    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 96,563 shares
    Change vs previous 13F +8,322 shares

    0.04% of the 13F portfolio, value $8,525,547.

    13F-HR 0001172661-26-000461 filed by Swiss Life Asset Management Ltd
    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 88,241 shares
    Change vs previous 13F +11,946 shares

    0.04% of the 13F portfolio, value $7,939,925.

    13F-HR 0001172661-25-005239 filed by Swiss Life Asset Management Ltd
    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 76,295 shares
    Change vs previous 13F +335 shares

    0.03% of the 13F portfolio, value $5,780,872.

    13F-HR 0001172661-25-005235 filed by Swiss Life Asset Management Ltd
    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 75,960 shares
    Change vs previous 13F +21,849 shares

    0.04% of the 13F portfolio, value $5,420,506.

    13F-HR 0001172661-25-005234 filed by Swiss Life Asset Management Ltd
    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 54,111 shares
    Change vs previous 13F -71,329 shares

    0.03% of the 13F portfolio, value $4,738,783.

    13F-HR 0001172661-25-005245 filed by Swiss Life Asset Management Ltd
    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 125,440 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,489,132.

    13F-HR 0001172661-25-005246 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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