Bank of Montreal
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Bank of Montreal’s American Healthcare REIT AHR Stock Holding History

Bank of Montreal’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$740K Buy
14,195
+306
+2% +$15K ﹤0.01% 2250
2026
Q1 		$655K Buy
+13,889
New +$689K ﹤0.01% 2268

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal's AHR Position: Q2 2026 in Review

Bank of Montreal increased its American Healthcare REIT (AHR) stake by 2.2% in Q2 2026, buying an estimated $15K and bringing the position to 14,195 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Bank of Montreal first reported a position in AHR in Q1 2026 and has held it in 2 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Bank of Montreal held 14,195 shares of American Healthcare REIT worth $740K as of Q2 2026.
  • Bank of Montreal bought 306 American Healthcare REIT shares in Q2 2026, an estimated $15K.
  • American Healthcare REIT made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2250 holding.
  • Bank of Montreal first reported a position in American Healthcare REIT in Q1 2026 and has held it in 2 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.