Bank of Montreal
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Bank of Montreal’s Innovative Industrial Properties IIPR Stock Holding History

Bank of Montreal’s Portfolio IIPR Stock Details IIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,500
Closed -$2.89M – 3664
2021
Q3 		$2.89M Buy
+12,500
New +$2.82M ﹤0.01% 1894
2020
Q1 		– Sell
-6,100
Closed -$463K – 4363
2019
Q4 		$463K Sell
6,100
-3,000
-33% -$233K ﹤0.01% 2716
2019
Q3 		$841K Hold
9,100
– – ﹤0.01% 2166
2019
Q2 		$1.12M Buy
+9,100
New +$834K ﹤0.01% 2013

Other funds holding IIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal's IIPR Position: Q3 2025 in Review

Bank of Montreal sold out of Innovative Industrial Properties (IIPR) in Q3 2025, closing a stake of 5,259 shares — an estimated $290K sold.

Bank of Montreal first reported a position in IIPR in Q4 2017 and held it in 30 quarters. The position peaked at $64.7M in Q3 2021. 309 funds tracked by Wall St. Rank hold IIPR as of Q3 2025.

  • Bank of Montreal reported no remaining Innovative Industrial Properties position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 5,259 Innovative Industrial Properties shares in Q3 2025, an estimated $290K.
  • Bank of Montreal first reported a position in Innovative Industrial Properties in Q4 2017 and held it in 30 quarters.
  • Bank of Montreal's Innovative Industrial Properties position peaked at $64.7M in Q3 2021.
  • 309 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.