Bank of Montreal
ESRT icon

Bank of Montreal’s Empire State Realty Trust ESRT Stock Holding History

Bank of Montreal’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$186K Buy
+35,719
New +$214K ﹤0.01% 2952
2025
Q4 		– Sell
-33,468
Closed -$256K – 3673
2025
Q3 		$256K Sell
33,468
-682
-2% -$5.21K ﹤0.01% 2623
2025
Q2 		$276K Buy
34,150
+15,080
+79% +$115K ﹤0.01% 2622
2025
Q1 		$149K Buy
19,070
+7,444
+64% +$67K ﹤0.01% 2817
2024
Q4 		$120K Sell
11,626
-1
-0% -$11 ﹤0.01% 2904
2024
Q3 		$127K Sell
11,627
-58
-0.5% -$605 ﹤0.01% 3180
2024
Q2 		$110K Sell
11,685
-51,892
-82% -$484K ﹤0.01% 3211
2024
Q1 		$644K Buy
63,577
+37,742
+146% +$372K ﹤0.01% 2267
2023
Q4 		$256K Buy
25,835
+3,242
+14% +$28.1K ﹤0.01% 2967
2023
Q3 		$203K Sell
22,593
-727
-3% -$6.07K ﹤0.01% 3057
2023
Q2 		$175K Sell
23,320
-17,516
-43% -$110K ﹤0.01% 3270
2023
Q1 		$265K Buy
40,836
+12,076
+42% +$88.5K ﹤0.01% 2853
2022
Q4 		$194K Sell
28,760
-55,361
-66% -$390K ﹤0.01% 3171
2022
Q3 		$625 Buy
84,121
+56,904
+209% +$422K ﹤0.01% 2449
2022
Q2 		$203 Sell
27,217
-629
-2% -$5.11K ﹤0.01% 3265
2022
Q1 		$276K Buy
27,846
+1,955
+8% +$18.4K ﹤0.01% 3236
2021
Q4 		$234K Buy
25,891
+23
+0.1% +$227 ﹤0.01% 2895
2021
Q3 		$266K Sell
25,868
-18,882
-42% -$204K ﹤0.01% 3193
2021
Q2 		$527K Buy
44,750
+21,366
+91% +$251K ﹤0.01% 2799
2021
Q1 		$269K Sell
23,384
-925
-4% -$9.64K ﹤0.01% 2980
2020
Q4 		$223K Sell
24,309
-353
-1% -$2.79K ﹤0.01% 3166
2020
Q3 		$163K Buy
24,662
+159
+0.6% +$1.03K ﹤0.01% 2825
2020
Q2 		$157K Buy
24,503
+225
+0.9% +$1.74K ﹤0.01% 2855
2020
Q1 		$206K Sell
24,278
-1,993
-8% -$24.4K ﹤0.01% 2313
2019
Q4 		$367K Sell
26,271
-1,021
-4% -$14.3K ﹤0.01% 2830
2019
Q3 		$389K Sell
27,292
-266
-1% -$3.76K ﹤0.01% 2543
2019
Q2 		$409K Sell
27,558
-218,546
-89% -$3.38M ﹤0.01% 2533
2019
Q1 		$3.89M Buy
246,104
+93,786
+62% +$1.44M ﹤0.01% 1311
2018
Q4 		$2.17M Buy
152,318
+49,508
+48% +$775K ﹤0.01% 1478
2018
Q3 		$1.71M Sell
102,810
-101,119
-50% -$1.73M ﹤0.01% 1758
2018
Q2 		$3.49M Buy
203,929
+57,136
+39% +$965K ﹤0.01% 1352
2018
Q1 		$2.46M Sell
146,793
-52,844
-26% -$956K ﹤0.01% 1476
2017
Q4 		$4.1M Buy
199,637
+188,271
+1,656% +$3.85M ﹤0.01% 1220
2017
Q3 		$233K Sell
11,366
-131,792
-92% -$2.7M ﹤0.01% 2607
2017
Q2 		$2.97M Buy
143,158
+134,050
+1,472% +$2.82M ﹤0.01% 1424
2017
Q1 		$188K Sell
9,108
-8,552
-48% -$177K ﹤0.01% 2502
2016
Q4 		$356K Sell
17,660
-22,888
-56% -$454K ﹤0.01% 2250
2016
Q3 		$848K Sell
40,548
-59,497
-59% -$1.23M ﹤0.01% 1892
2016
Q2 		$1.9M Buy
100,045
+37,095
+59% +$696K ﹤0.01% 1534
2016
Q1 		$1.1M Buy
62,950
+25,372
+68% +$419K ﹤0.01% 1711
2015
Q4 		$679K Buy
37,578
+34,391
+1,079% +$617K ﹤0.01% 1871
2015
Q3 		$54K Buy
3,187
+522
+20% +$8.98K ﹤0.01% 2889
2015
Q2 		$45K Hold
2,665
– – ﹤0.01% 3034
2015
Q1 		$50K Hold
2,665
– – ﹤0.01% 2917
2014
Q4 		$47K Buy
2,665
+528
+25% +$8.6K ﹤0.01% 3072
2014
Q3 		$32K Sell
2,137
-3,403
-61% -$55.1K ﹤0.01% 3297
2014
Q2 		$92K Buy
5,540
+2,040
+58% +$32.8K ﹤0.01% 2894
2014
Q1 		$53K Hold
3,500
– – ﹤0.01% 3100
2013
Q4 		$54K Buy
+3,500
New +$49.5K ﹤0.01% 2825

Other funds holding ESRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of Montreal opened a new position in Empire State Realty Trust (ESRT) in Q1 2026: 35,719 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #2952 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in ESRT as recently as Q3 2025.

Bank of Montreal first reported a position in ESRT in Q4 2013 and has held it in 49 quarters since. The position peaked at $4.1M in Q4 2017. 222 funds tracked by Wall St. Rank hold ESRT as of Q1 2026.

  • Bank of Montreal held 35,719 shares of Empire State Realty Trust worth $186K as of Q1 2026.
  • Empire State Realty Trust was a new Bank of Montreal position in Q1 2026.
  • Empire State Realty Trust made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2952 holding.
  • Bank of Montreal first reported a position in Empire State Realty Trust in Q4 2013 and has held it in 49 quarters since.
  • Bank of Montreal's Empire State Realty Trust position peaked at $4.1M in Q4 2017.
  • 222 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2026.

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