Bank of Montreal
IRT icon

Bank of Montreal’s Independence Realty Trust IRT Stock Holding History

Bank of Montreal’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$500K Buy
33,557
+1,757
+6% +$28.9K ﹤0.01% 2394
2025
Q4 		$556K Sell
31,800
-941
-3% -$15.6K ﹤0.01% 2257
2025
Q3 		$537K Sell
32,741
-3,637
-10% -$63K ﹤0.01% 2233
2025
Q2 		$644K Sell
36,378
-30,825
-46% -$579K ﹤0.01% 2136
2025
Q1 		$1.43M Buy
67,203
+28,764
+75% +$579K ﹤0.01% 1656
2024
Q4 		$763K Buy
38,439
+3,604
+10% +$73.6K ﹤0.01% 2008
2024
Q3 		$714K Sell
34,835
-95
-0.3% -$1.87K ﹤0.01% 2205
2024
Q2 		$657K Sell
34,930
-6,584
-16% -$110K ﹤0.01% 2242
2024
Q1 		$670K Sell
41,514
-2,438
-6% -$37.3K ﹤0.01% 2242
2023
Q4 		$687K Buy
43,952
+6,986
+19% +$96.8K ﹤0.01% 2300
2023
Q3 		$585K Sell
36,966
-56,905
-61% -$939K ﹤0.01% 2361
2023
Q2 		$1.74M Sell
93,871
-38,728
-29% -$661K ﹤0.01% 1881
2023
Q1 		$2.54M Buy
132,599
+12,259
+10% +$215K ﹤0.01% 1579
2022
Q4 		$2.05M Sell
120,340
-21,609
-15% -$366K ﹤0.01% 1783
2022
Q3 		$2.67K Buy
141,949
+52,420
+59% +$1.06M ﹤0.01% 1675
2022
Q2 		$1.92K Sell
89,529
-100,486
-53% -$2.42M ﹤0.01% 1914
2022
Q1 		$5.1M Buy
190,015
+96,945
+104% +$2.38M ﹤0.01% 1483
2021
Q4 		$2.35M Sell
93,070
-45,452
-33% -$1.08M ﹤0.01% 1519
2021
Q3 		$2.89M Buy
138,522
+81,992
+145% +$1.63M ﹤0.01% 1891
2021
Q2 		$1.03M Buy
56,530
+9,341
+20% +$159K ﹤0.01% 2463
2021
Q1 		$748K Sell
47,189
-458,109
-91% -$6.5M ﹤0.01% 2401
2020
Q4 		$6.67M Buy
505,298
+360,859
+250% +$4.61M ﹤0.01% 1238
2020
Q3 		$1.73M Buy
144,439
+117,494
+436% +$1.35M ﹤0.01% 1724
2020
Q2 		$292K Sell
26,945
-84,876
-76% -$847K ﹤0.01% 2540
2020
Q1 		$874K Buy
111,821
+109,457
+4,630% +$1.48M ﹤0.01% 1751
2019
Q4 		$34K Sell
2,364
-6,644
-74% -$96.8K ﹤0.01% 4026
2019
Q3 		$129K Buy
9,008
+278
+3% +$3.66K ﹤0.01% 3167
2019
Q2 		$101K Buy
8,730
+7,617
+684% +$83.6K ﹤0.01% 3330
2019
Q1 		$12K Sell
1,113
-1,230
-52% -$12.6K ﹤0.01% 3821
2018
Q4 		$21K Buy
2,343
+866
+59% +$8.55K ﹤0.01% 3626
2018
Q3 		$15K Sell
1,477
-18
-1% -$184 ﹤0.01% 3796
2018
Q2 		$15K Buy
1,495
+620
+71% +$5.97K ﹤0.01% 3838
2018
Q1 		$8K Sell
875
-560
-39% -$5.07K ﹤0.01% 3823
2017
Q4 		$14K Sell
1,435
-6,168
-81% -$63.6K ﹤0.01% 3684
2017
Q3 		$77K Buy
7,603
+158
+2% +$1.6K ﹤0.01% 3078
2017
Q2 		$73K Hold
7,445
– – ﹤0.01% 3090
2017
Q1 		$70K Hold
7,445
– – ﹤0.01% 2960
2016
Q4 		$64K Buy
7,445
+1,480
+25% +$12.8K ﹤0.01% 3031
2016
Q3 		$54K Buy
+5,965
New +$55.6K ﹤0.01% 3024
2016
Q2 		– Sell
-400
Closed -$3K – 4202
2016
Q1 		$3K Buy
+400
New +$2.69K ﹤0.01% 3914

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of Montreal increased its Independence Realty Trust (IRT) stake by 5.5% in Q1 2026, buying an estimated $28.9K and bringing the position to 33,557 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Bank of Montreal first reported a position in IRT in Q1 2016 and has held it in 40 quarters since. The position peaked at $6.67M in Q4 2020. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Bank of Montreal held 33,557 shares of Independence Realty Trust worth $500K as of Q1 2026.
  • Bank of Montreal bought 1,757 Independence Realty Trust shares in Q1 2026, an estimated $28.9K.
  • Independence Realty Trust made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2394 holding.
  • Bank of Montreal first reported a position in Independence Realty Trust in Q1 2016 and has held it in 40 quarters since.
  • Bank of Montreal's Independence Realty Trust position peaked at $6.67M in Q4 2020.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

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