Bank of Montreal’s Digital Realty Trust DLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,700	Closed	-$1.25M	–	3930
2024 Q1	$1.25M	Buy	+8,700	New	+$1.23M	﹤0.01%	1891
2021 Q2	–	Sell	-22,200	Closed	-$3.15M	–	3982
2021 Q1	$3.15M	Buy	+22,200	New	+$3.07M	﹤0.01%	1566
2020 Q4	–	Sell	-25,000	Closed	-$3.83M	–	4965
2020 Q3	$3.83M	Buy	+25,000	New	+$3.75M	﹤0.01%	1364
2019 Q3	–	Sell	-2,000	Closed	-$236K	–	4769
2019 Q2	$236K	Sell	2,000 -36,300	-95%	-$4.32M	﹤0.01%	2834
2019 Q1	$4.56M	Buy	38,300 +30,000	+361%	+$3.35M	﹤0.01%	1218
2018 Q4	$884K	Buy	+8,300	New	+$917K	﹤0.01%	1938
2017 Q2	–	Sell	-8,300	Closed	-$883K	–	4170
2017 Q1	$883K	Buy	+8,300	New	+$873K	﹤0.01%	1904
2015 Q3	–	Sell	-9,600	Closed	-$640K	–	4007
2015 Q2	$640K	Buy	+9,600	New	+$631K	﹤0.01%	1847
2013 Q3	–	Sell	-18,500	Closed	-$1.13M	–	3809
2013 Q2	$1.13M	Buy	+18,500	New	+$1.21M	﹤0.01%	1341

Other funds holding DLR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

AAMU

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Bank of Montreal increased its Digital Realty Trust (DLR) stake by 33% in Q2 2026, buying an estimated $13.4M and bringing the position to 280,567 shares worth $50.4M. The position accounts for 0.02% of the portfolio, ranked #605.

Bank of Montreal first reported a position in DLR in Q2 2013 and has held it in 53 quarters since. The position peaked at $149M in Q3 2021. 883 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Bank of Montreal held 280,567 shares of Digital Realty Trust worth $50.4M as of Q2 2026.
Bank of Montreal bought 69,893 Digital Realty Trust shares in Q2 2026, an estimated $13.4M.
Digital Realty Trust made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #605 holding.
Bank of Montreal first reported a position in Digital Realty Trust in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Digital Realty Trust position peaked at $149M in Q3 2021.
883 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

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