Bank of Montreal
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Bank of Montreal’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Bank of Montreal’s Portfolio HAUZ Stock Details HAUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.21K Sell
143
-463
-76% -$10.8K ﹤0.01% 3767
2026
Q1 		$13.7K Buy
606
+431
+246% +$10.4K ﹤0.01% 3526
2025
Q4 		$4.06K Buy
175
+83
+90% +$1.94K ﹤0.01% 3512
2025
Q3 		$2.17K Hold
92
– – ﹤0.01% 3460
2025
Q2 		$2.1K Buy
+92
New +$2K ﹤0.01% 3447
2025
Q1 		– Sell
-10
Closed -$198 – 3599
2024
Q4 		$198 Sell
10
-136
-93% -$2.92K ﹤0.01% 3483
2024
Q3 		$3.43K Buy
+146
New +$3.17K ﹤0.01% 3745
2024
Q1 		– Sell
-36,553
Closed -$801K – 4064
2023
Q4 		$801K Buy
+36,553
New +$731K ﹤0.01% 2186
2021
Q2 		– Sell
-84
Closed -$2K – 4191
2021
Q1 		$2K Buy
84
+77
+1,100% +$2.08K ﹤0.01% 4903
2020
Q4 		$0 Buy
+7
New +$178 ﹤0.01% 5017

Other funds holding HAUZ

BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bank of Montreal reduced its Xtrackers International Real Estate ETF (HAUZ) stake by 76% in Q2 2026, selling an estimated $10.8K and leaving 143 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3767.

Bank of Montreal first reported a position in HAUZ in Q4 2020 and has held it in 10 quarters since. The position peaked at $801K in Q4 2023. 94 funds tracked by Wall St. Rank hold HAUZ as of Q2 2026.

  • Bank of Montreal held 143 shares of Xtrackers International Real Estate ETF worth $3.21K as of Q2 2026.
  • Bank of Montreal sold 463 Xtrackers International Real Estate ETF shares in Q2 2026, an estimated $10.8K.
  • Xtrackers International Real Estate ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3767 holding.
  • Bank of Montreal first reported a position in Xtrackers International Real Estate ETF in Q4 2020 and has held it in 10 quarters since.
  • Bank of Montreal's Xtrackers International Real Estate ETF position peaked at $801K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2026.

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