Fundamenta Real Estate AG

SWX:FREN Stock Report

Market Cap: CHF 505.1m

Fundamenta Real Estate Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of FREN?
Owner TypeNumber of SharesOwnership Percentage
Institutions4,996,59016.6%
General Public25,066,24383.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 19 shareholders own 16.62% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
5.62%
UBS Asset Management AG
1,689,250CHF 28.4m0%no data
4.99%
Bernische Lehrerversicherungskasse, Asset Management Arm
1,498,726CHF 25.2m0%no data
1.28%
ZKB Asset Management
384,104CHF 6.5m7.5%0.01%
1.17%
Swiss Finance & Property AG
350,669CHF 5.9m0%1.49%
0.99%
LUKB Expert Fondsleitung AG
296,931CHF 5.0m-11.4%0.16%
0.75%
Migrosbank Asset Management
225,000CHF 3.8m0%0.26%
0.72%
GAM Holding AG
216,230CHF 3.6m0%0.06%
0.29%
Pictet Asset Management SA
86,247CHF 1.4m0%no data
0.26%
BlackRock, Inc.
77,164CHF 1.3m1.64%no data
0.19%
Dimensional Fund Advisors LP
56,769CHF 953.7k-0.01%no data
0.14%
Valex Capital AG
41,040CHF 689.5k0%2.05%
0.076%
Redstone Investment Group LLC
22,875CHF 384.3k0%43.49%
0.073%
Baloise Asset Management
21,850CHF 367.1k0%0.03%
0.06%
Zürcher Kantonalbank, Investment Arm
18,093CHF 303.9k0%no data
0.013%
Schweizerische Mobiliar Asset Management AG
3,900CHF 65.5k0%0.01%
0.01%
Tolomeo Capital AG
3,041CHF 51.1k-3.37%0.01%
0.0083%
Holinger Asset Management AG
2,500CHF 42.0k0%1.65%
0.004%
State Street Global Advisors, Inc.
1,209CHF 20.3k30%no data
0.0033%
Vontobel Asset Management AG
992CHF 16.7k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 19:28
End of Day Share Price 2024/12/20 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Fundamenta Real Estate AG is covered by 2 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Philippe ZügerZürcher Kantonalbank
Philippe ZügerZürcher Kantonalbank