Bank of Montreal’s Alexandria Real Estate Equities ARE Stock Holding History

Bank of Montreal’s Portfolio ARE Stock Details ARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,100	Closed	-$592K	–	3603
2025 Q3	$592K	Buy	+7,100	New	+$569K	﹤0.01%	2194
2023 Q4	–	Sell	-2,900	Closed	-$330K	–	3964
2023 Q3	$330K	Sell	2,900 -1,500	-34%	-$174K	﹤0.01%	2740
2023 Q2	$515K	Buy	4,400 +100	+2%	+$11.9K	﹤0.01%	2581
2023 Q1	$540K	Hold	4,300	–	–	﹤0.01%	2415
2022 Q4	$628K	Buy	+4,300	New	+$622K	﹤0.01%	2477
2019 Q2	–	Sell	-35,600	Closed	-$5.08M	–	4843
2019 Q1	$5.08M	Buy	+35,600	New	+$4.69M	﹤0.01%	1157
2014 Q2	–	Sell	-6,900	Closed	-$501K	–	4663
2014 Q1	$501K	Hold	6,900	–	–	﹤0.01%	2046
2013 Q4	$439K	Buy	+6,900	New	+$443K	﹤0.01%	1871

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Montreal increased its Alexandria Real Estate Equities (ARE) stake by 13% in Q2 2026, buying an estimated $3.01M and bringing the position to 548,804 shares worth $29M. The position accounts for 0.01% of the portfolio, ranked #775.

Bank of Montreal first reported a position in ARE in Q2 2013 and has held it in 53 quarters since. The position peaked at $50.6M in Q3 2018. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Bank of Montreal held 548,804 shares of Alexandria Real Estate Equities worth $29M as of Q2 2026.
Bank of Montreal bought 62,884 Alexandria Real Estate Equities shares in Q2 2026, an estimated $3.01M.
Alexandria Real Estate Equities made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #775 holding.
Bank of Montreal first reported a position in Alexandria Real Estate Equities in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Alexandria Real Estate Equities position peaked at $50.6M in Q3 2018.
598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

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