Bank of Montreal
EQR icon

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
2026
Q1 		$710K Buy
+12,000
New +$740K ﹤0.01% 2217
2025
Q4 		– Sell
-11,000
Closed -$712K – 3672
2025
Q3 		$712K Buy
+11,000
New +$719K ﹤0.01% 2112

Other funds holding EQR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Bank of Montreal reduced its Equity Residential (EQR) stake by 1.4% in Q1 2026, selling an estimated $299K and leaving 349,674 shares worth $20.7M. The position accounts for 0.01% of the portfolio, ranked #830.

Bank of Montreal first reported a position in EQR in Q2 2013 and has held it in 52 quarters since. The position peaked at $148M in Q1 2022. 704 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Bank of Montreal held 349,674 shares of Equity Residential worth $20.7M as of Q1 2026.
  • Bank of Montreal sold 4,849 Equity Residential shares in Q1 2026, an estimated $299K.
  • Equity Residential made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #830 holding.
  • Bank of Montreal first reported a position in Equity Residential in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Equity Residential position peaked at $148M in Q1 2022.
  • 704 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

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