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
2023
Q4 		– Sell
-29,000
Closed -$484K – 4126
2023
Q3 		$484K Buy
+29,000
New +$515K ﹤0.01% 2479
2022
Q2 		– Sell
-88,600
Closed -$2.81M – 4231
2022
Q1 		$2.81M Buy
+88,600
New +$2.79M ﹤0.01% 1749
2017
Q3 		– Sell
-16,400
Closed -$510K – 4234
2017
Q2 		$510K Buy
+16,400
New +$517K ﹤0.01% 2260
2014
Q4 		– Sell
-45,850
Closed -$1.06M – 4078
2014
Q3 		$1.06M Buy
45,850
+14,250
+45% +$346K ﹤0.01% 1741
2014
Q2 		$761K Buy
+31,600
New +$753K ﹤0.01% 1881

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.