Bank of Montreal
HR icon

Bank of Montreal’s Healthcare Realty HR Stock Holding History

Bank of Montreal’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.82M Buy
519,174
+472,883
+1,022% +$8.29M ﹤0.01% 1129
2025
Q4 		$785K Sell
46,291
-167,617
-78% -$2.98M ﹤0.01% 2107
2025
Q3 		$3.86M Buy
213,908
+143,992
+206% +$2.43M ﹤0.01% 1410
2025
Q2 		$1.11M Buy
69,916
+5,677
+9% +$86.3K ﹤0.01% 1852
2025
Q1 		$1.09M Buy
64,239
+179
+0.3% +$2.97K ﹤0.01% 1782
2024
Q4 		$1.09M Buy
64,060
+6,137
+11% +$108K ﹤0.01% 1838
2024
Q3 		$1.05M Sell
57,923
-86,158
-60% -$1.53M ﹤0.01% 2010
2024
Q2 		$2.38M Sell
144,081
-324,205
-69% -$4.96M ﹤0.01% 1584
2024
Q1 		$6.63M Buy
468,286
+351,843
+302% +$5.31M ﹤0.01% 1113
2023
Q4 		$2.03M Sell
116,443
-9,909
-8% -$151K ﹤0.01% 1677
2023
Q3 		$2.11M Sell
126,352
-29,143
-19% -$517K ﹤0.01% 1675
2023
Q2 		$3.04M Buy
155,495
+14,112
+10% +$273K ﹤0.01% 1585
2023
Q1 		$2.73M Buy
141,383
+9,504
+7% +$192K ﹤0.01% 1533
2022
Q4 		$2.56M Sell
131,879
-1,202,097
-90% -$23.6M ﹤0.01% 1671
2022
Q3 		$30.9K Buy
1,333,976
+1,223,749
+1,110% +$31.1M 0.01% 529
2022
Q2 		$3.07K Sell
110,227
-197,962
-64% -$5.88M ﹤0.01% 1679
2022
Q1 		$9.77M Buy
308,189
+263,632
+592% +$8.3M ﹤0.01% 1154
2021
Q4 		$1.51M Sell
44,557
-934,477
-95% -$31.2M ﹤0.01% 1740
2021
Q3 		$29.9M Sell
979,034
-197,454
-17% -$5.76M 0.01% 752
2021
Q2 		$32.3M Buy
1,176,488
+233,560
+25% +$6.61M 0.02% 682
2021
Q1 		$26.4M Buy
942,928
+115,249
+14% +$3.22M 0.02% 595
2020
Q4 		$21.9M Sell
827,679
-52,020
-6% -$1.37M 0.01% 664
2020
Q3 		$23.2M Buy
879,699
+263,027
+43% +$6.9M 0.02% 539
2020
Q2 		$15.9M Sell
616,672
-17,343
-3% -$444K 0.01% 667
2020
Q1 		$14.4M Sell
634,015
-2,123,249
-77% -$64.2M 0.02% 585
2019
Q4 		$83.5M Buy
2,757,264
+2,405,735
+684% +$71.9M 0.06% 283
2019
Q3 		$10.3M Sell
351,529
-51,746
-13% -$1.45M 0.01% 869
2019
Q2 		$11.1M Buy
403,275
+85,591
+27% +$2.41M 0.01% 852
2019
Q1 		$9.08M Sell
317,684
-35,377
-10% -$984K 0.01% 885
2018
Q4 		$8.94M Sell
353,061
-59,433
-14% -$1.57M 0.01% 824
2018
Q3 		$11M Sell
412,494
-1,304
-0.3% -$35.9K 0.01% 866
2018
Q2 		$11.2M Buy
413,798
+331,667
+404% +$8.44M 0.01% 846
2018
Q1 		$2.17M Sell
82,131
-19,500
-19% -$519K ﹤0.01% 1526
2017
Q4 		$3.05M Buy
101,631
+17,160
+20% +$519K ﹤0.01% 1371
2017
Q3 		$2.52M Sell
84,471
-39,926
-32% -$1.21M ﹤0.01% 1511
2017
Q2 		$3.87M Buy
124,397
+68,643
+123% +$2.16M ﹤0.01% 1277
2017
Q1 		$1.75M Buy
55,754
+49,820
+840% +$1.51M ﹤0.01% 1609
2016
Q4 		$168K Sell
5,934
-57,626
-91% -$1.7M ﹤0.01% 2571
2016
Q3 		$2.07M Buy
63,560
+11,913
+23% +$394K ﹤0.01% 1474
2016
Q2 		$1.67M Buy
51,647
+44,660
+639% +$1.35M ﹤0.01% 1593
2016
Q1 		$206K Buy
6,987
+180
+3% +$4.99K ﹤0.01% 2445
2015
Q4 		$183K Sell
6,807
-10,285
-60% -$265K ﹤0.01% 2474
2015
Q3 		$419K Buy
17,092
+1,607
+10% +$39.7K ﹤0.01% 1945
2015
Q2 		$371K Sell
15,485
-1,197
-7% -$30.6K ﹤0.01% 2120
2015
Q1 		$464K Sell
16,682
-3,430
-17% -$96.4K ﹤0.01% 1970
2014
Q4 		$542K Sell
20,112
-3,057
-13% -$77.4K ﹤0.01% 2021
2014
Q3 		$538K Sell
23,169
-10,782
-32% -$262K ﹤0.01% 2049
2014
Q2 		$817K Buy
33,951
+21,730
+178% +$518K ﹤0.01% 1848
2014
Q1 		$278K Sell
12,221
-1,029
-8% -$22.4K ﹤0.01% 2366
2013
Q4 		$261K Buy
13,250
+929
+8% +$19.7K ﹤0.01% 2120
2013
Q3 		$259K Buy
12,321
+4,471
+57% +$96.5K ﹤0.01% 2121
2013
Q2 		$176K Buy
+7,850
New +$189K ﹤0.01% 2250

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of Montreal increased its Healthcare Realty (HR) stake by 1,022% in Q1 2026, buying an estimated $8.29M and bringing the position to 519,174 shares worth $8.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Bank of Montreal first reported a position in HR in Q2 2013 and has held it in 52 quarters since. The position peaked at $83.5M in Q4 2019. 446 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Bank of Montreal held 519,174 shares of Healthcare Realty worth $8.82M as of Q1 2026.
  • Bank of Montreal bought 472,883 Healthcare Realty shares in Q1 2026, an estimated $8.29M.
  • Healthcare Realty made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1129 holding.
  • Bank of Montreal first reported a position in Healthcare Realty in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Healthcare Realty position peaked at $83.5M in Q4 2019.
  • 446 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

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