Bank of Montreal
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Bank of Montreal’s COPT Defense Properties CDP Stock Holding History

Bank of Montreal’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,000
Closed -$249K – 3999
2023
Q3 		$249K Buy
+10,000
New +$253K ﹤0.01% 2935
2021
Q1 		– Sell
-76,000
Closed -$1.9M – 5092
2020
Q4 		$1.9M Buy
+76,000
New +$1.92M ﹤0.01% 1856
2014
Q1 		– Sell
-27,900
Closed -$661K – 4008
2013
Q4 		$661K Buy
+27,900
New +$651K ﹤0.01% 1682

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Bank of Montreal increased its COPT Defense Properties (CDP) stake by 2.4% in Q2 2026, buying an estimated $22.1K and bringing the position to 29,361 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Bank of Montreal first reported a position in CDP in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.34M in Q4 2019. 197 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Bank of Montreal held 29,361 shares of COPT Defense Properties worth $1.07M as of Q2 2026.
  • Bank of Montreal bought 680 COPT Defense Properties shares in Q2 2026, an estimated $22.1K.
  • COPT Defense Properties made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2049 holding.
  • Bank of Montreal first reported a position in COPT Defense Properties in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's COPT Defense Properties position peaked at $8.34M in Q4 2019.
  • 197 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

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