Bank of Montreal
AHRT

Bank of Montreal’s AH Realty Trust AHRT Stock Holding History

Bank of Montreal’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,971
Closed -$79.2K – 3740
2025
Q4 		$79.2K Buy
+11,971
New +$79K ﹤0.01% 3099
2025
Q3 		– Sell
-11,869
Closed -$81.5K – 3510
2025
Q2 		$81.5K Sell
11,869
-5,004
-30% -$34.8K ﹤0.01% 3038
2025
Q1 		$127K Buy
16,873
+2,456
+17% +$22.3K ﹤0.01% 2865
2024
Q4 		$147K Buy
14,417
+2,502
+21% +$27.2K ﹤0.01% 2854
2024
Q3 		$130K Sell
11,915
-36,649
-75% -$428K ﹤0.01% 3172
2024
Q2 		$539K Buy
48,564
+235
+0.5% +$2.56K ﹤0.01% 2355
2024
Q1 		$503K Sell
48,329
-12,676
-21% -$144K ﹤0.01% 2438
2023
Q4 		$776K Sell
61,005
-49,045
-45% -$541K ﹤0.01% 2217
2023
Q3 		$1.25M Sell
110,050
-49,744
-31% -$577K ﹤0.01% 1935
2023
Q2 		$1.97M Sell
159,794
-13,689
-8% -$160K ﹤0.01% 1832
2023
Q1 		$2.05M Buy
173,483
+11,712
+7% +$144K ﹤0.01% 1681
2022
Q4 		$1.87M Buy
161,771
+5,395
+3% +$62.2K ﹤0.01% 1817
2022
Q3 		$1.99K Buy
156,376
+112,698
+258% +$1.47M ﹤0.01% 1818
2022
Q2 		$580 Sell
43,678
-177,756
-80% -$2.42M ﹤0.01% 2604
2022
Q1 		$3.28M Buy
221,434
+165,964
+299% +$2.39M ﹤0.01% 1667
2021
Q4 		$845K Sell
55,470
-11,874
-18% -$171K ﹤0.01% 2049
2021
Q3 		$912K Sell
67,344
-1,290
-2% -$17.1K ﹤0.01% 2552
2021
Q2 		$933K Buy
68,634
+10,930
+19% +$147K ﹤0.01% 2532
2021
Q1 		$752K Sell
57,704
-3,131
-5% -$38.3K ﹤0.01% 2397
2020
Q4 		$681K Buy
60,835
+5,592
+10% +$56.6K ﹤0.01% 2528
2020
Q3 		$522K Sell
55,243
-23,031
-29% -$227K ﹤0.01% 2317
2020
Q2 		$720K Buy
78,274
+4,919
+7% +$44.6K ﹤0.01% 2091
2020
Q1 		$718K Sell
73,355
-117,706
-62% -$1.91M ﹤0.01% 1832
2019
Q4 		$3.51M Buy
191,061
+144,031
+306% +$2.61M ﹤0.01% 1563
2019
Q3 		$851K Sell
47,030
-12,819
-21% -$222K ﹤0.01% 2159
2019
Q2 		$991K Sell
59,849
-11,030
-16% -$180K ﹤0.01% 2068
2019
Q1 		$1.11M Buy
70,879
+120
+0.2% +$1.81K ﹤0.01% 1986
2018
Q4 		$995K Buy
70,759
+362
+0.5% +$5.4K ﹤0.01% 1890
2018
Q3 		$1.06M Buy
70,397
+11,318
+19% +$174K ﹤0.01% 1973
2018
Q2 		$882K Sell
59,079
-1,791
-3% -$25.3K ﹤0.01% 2067
2018
Q1 		$834K Sell
60,870
-373
-0.6% -$5.17K ﹤0.01% 2002
2017
Q4 		$951K Hold
61,243
– – ﹤0.01% 1981
2017
Q3 		$846K Sell
61,243
-1,954
-3% -$26.1K ﹤0.01% 2052
2017
Q2 		$819K Buy
63,197
+13,600
+27% +$186K ﹤0.01% 2076
2017
Q1 		$689K Buy
49,597
+38,100
+331% +$531K ﹤0.01% 1984
2016
Q4 		$162K Buy
11,497
+2,262
+24% +$31.4K ﹤0.01% 2586
2016
Q3 		$124K Sell
9,235
-3,478
-27% -$48.7K ﹤0.01% 2666
2016
Q2 		$174K Sell
12,713
-4,018
-24% -$48.8K ﹤0.01% 2537
2016
Q1 		$189K Buy
16,731
+16,614
+14,200% +$177K ﹤0.01% 2489
2015
Q4 		$1K Buy
+117
New +$1.25K ﹤0.01% 4060
2014
Q3 		– Sell
-480
Closed -$5K – 4005
2014
Q2 		$5K Buy
+480
New +$4.67K ﹤0.01% 4147

Other funds holding AHRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal's AHRT Position: Q1 2026 in Review

Bank of Montreal sold out of AH Realty Trust (AHRT) in Q1 2026, closing a stake of 11,971 shares — an estimated $79.2K sold.

Bank of Montreal first reported a position in AHRT in Q2 2014 and held it in 41 quarters. The position peaked at $3.51M in Q4 2019. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Bank of Montreal reported no remaining AH Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 11,971 AH Realty Trust shares in Q1 2026, an estimated $79.2K.
  • Bank of Montreal first reported a position in AH Realty Trust in Q2 2014 and held it in 41 quarters.
  • Bank of Montreal's AH Realty Trust position peaked at $3.51M in Q4 2019.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.