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 $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 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 $751B AUM 38.74% 1-Year Est. Return

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

Bank of Montreal reduced its Healthcare Realty (HR) stake by 91% in Q2 2026, selling an estimated $9.18M and leaving 46,771 shares worth $943K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Bank of Montreal first reported a position in HR in Q2 2013 and has held it in 53 quarters since. The position peaked at $83.5M in Q4 2019. 462 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Bank of Montreal held 46,771 shares of Healthcare Realty worth $943K as of Q2 2026.
  • Bank of Montreal sold 472,403 Healthcare Realty shares in Q2 2026, an estimated $9.18M.
  • Healthcare Realty made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2110 holding.
  • Bank of Montreal first reported a position in Healthcare Realty in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Healthcare Realty position peaked at $83.5M in Q4 2019.
  • 462 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

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