Bank of Montreal’s Equity Residential EQR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,400	Closed	-$769K	–	3626
2024 Q3	$769K	Buy	+10,400	New	+$751K	﹤0.01%	2171
2024 Q2	–	Sell	-10,000	Closed	-$633K	–	3956
2024 Q1	$633K	Buy	+10,000	New	+$609K	﹤0.01%	2278
2023 Q3	–	Sell	-13,000	Closed	-$868K	–	3918
2023 Q2	$868K	Buy	+13,000	New	+$812K	﹤0.01%	2259
2023 Q1	–	Sell	-15,000	Closed	-$896K	–	3890
2022 Q4	$896K	Buy	+15,000	New	+$939K	﹤0.01%	2260
2022 Q3	–	Sell	-12,400	Closed	-$909	–	4159
2022 Q2	$909	Sell	12,400 -22,600	-65%	-$1.79M	﹤0.01%	2365
2022 Q1	$3.2M	Buy	+35,000	New	+$3.09M	﹤0.01%	1678
2021 Q2	–	Sell	-20,000	Closed	-$1.44M	–	4039
2021 Q1	$1.44M	Sell	20,000 -8,400	-30%	-$556K	﹤0.01%	1952
2020 Q4	$1.65M	Buy	+28,400	New	+$1.6M	﹤0.01%	1929
2020 Q1	–	Sell	-4,300	Closed	-$348K	–	4262
2019 Q4	$348K	Buy	4,300 +100	+2%	+$8.51K	﹤0.01%	2859
2019 Q3	$362K	Buy	+4,200	New	+$344K	﹤0.01%	2602
2019 Q2	–	Sell	-8,500	Closed	-$640K	–	4907
2019 Q1	$640K	Hold	8,500	–	–	﹤0.01%	2203
2018 Q4	$561K	Buy	+8,500	New	+$571K	﹤0.01%	2123
2018 Q3	–	Sell	-7,000	Closed	-$446K	–	4769
2018 Q2	$446K	Buy	+7,000	New	+$436K	﹤0.01%	2389
2017 Q4	–	Sell	-7,500	Closed	-$494K	–	4207
2017 Q3	$494K	Buy	+7,500	New	+$502K	﹤0.01%	2279
2014 Q2	–	Sell	-15,500	Closed	-$899K	–	4719
2014 Q1	$899K	Hold	15,500	–	–	﹤0.01%	1722
2013 Q4	$804K	Sell	15,500 -1,400	-8%	-$73.8K	﹤0.01%	1574
2013 Q3	$905K	Sell	16,900 -9,000	-35%	-$496K	﹤0.01%	1495
2013 Q2	$1.5M	Buy	+25,900	New	+$1.49M	﹤0.01%	1218

Other funds holding EQR

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

Norges Bank Oslo, Norway $1T AUM

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

AAMU

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Bank of Montreal increased its Equity Residential (EQR) stake by 26% in Q2 2026, buying an estimated $5.92M and bringing the position to 441,083 shares worth $30M. The position accounts for 0.01% of the portfolio, ranked #764.

Bank of Montreal first reported a position in EQR in Q2 2013 and has held it in 53 quarters since. The position peaked at $148M in Q1 2022. 434 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

Bank of Montreal held 441,083 shares of Equity Residential worth $30M as of Q2 2026.
Bank of Montreal bought 91,409 Equity Residential shares in Q2 2026, an estimated $5.92M.
Equity Residential made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #764 holding.
Bank of Montreal first reported a position in Equity Residential in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Equity Residential position peaked at $148M in Q1 2022.
434 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

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