Bank of Montreal’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $125M | Buy |
2,009,475
+65,341
| +3% | +$4.07M | 0.04% | 342 |
|
|
2026
Q1 | $119M | Buy |
1,944,134
+997,324
| +105% | +$62.4M | 0.04% | 329 |
|
|
2025
Q4 | $53.4M | Buy |
946,810
+19,341
| +2% | +$1.12M | 0.02% | 539 |
|
|
2025
Q3 | $56.4M | Buy |
927,469
+111,245
| +14% | +$6.48M | 0.02% | 462 |
|
|
2025
Q2 | $47M | Sell |
816,224
-76,035
| -9% | -$4.3M | 0.02% | 451 |
|
|
2025
Q1 | $51.8M | Sell |
892,259
-362,851
| -29% | -$20.1M | 0.03% | 421 |
|
|
2024
Q4 | $67M | Sell |
1,255,110
-936,852
| -43% | -$54.6M | 0.03% | 382 |
|
|
2024
Q3 | $138M | Buy |
2,191,962
+1,107,493
| +102% | +$65.9M | 0.06% | 240 |
|
|
2024
Q2 | $57.5M | Buy |
1,084,469
+169,985
| +19% | +$9.08M | 0.02% | 424 |
|
|
2024
Q1 | $49.2M | Buy |
914,484
+59,048
| +7% | +$3.2M | 0.01% | 444 |
|
|
2023
Q4 | $50.1M | Sell |
855,436
-547,183
| -39% | -$28.7M | 0.02% | 484 |
|
|
2023
Q3 | $76.4M | Sell |
1,402,619
-1,248,242
| -47% | -$71.8M | 0.03% | 311 |
|
|
2023
Q2 | $163M | Buy |
2,650,861
+2,151,538
| +431% | +$131M | 0.06% | 175 |
|
|
2023
Q1 | $31.6M | Sell |
499,323
-4,341
| -0.9% | -$281K | 0.01% | 524 |
|
|
2022
Q4 | $32.1M | Buy |
503,664
+162,888
| +48% | +$10.1M | 0.01% | 524 |
|
|
2022
Q3 | $21.9K | Sell |
340,776
-58,242
| -15% | -$4.02M | 0.01% | 652 |
|
|
2022
Q2 | $27.9K | Buy |
399,018
+43,380
| +12% | +$2.98M | 0.01% | 629 |
|
|
2022
Q1 | $25M | Sell |
355,638
-425,377
| -54% | -$28.9M | 0.01% | 720 |
|
|
2021
Q4 | $56.2M | Buy |
781,015
+107,248
| +16% | +$7.37M | 0.03% | 399 |
|
|
2021
Q3 | $43.1M | Buy |
673,767
+160,403
| +31% | +$10.8M | 0.02% | 603 |
|
|
2021
Q2 | $33.8M | Buy |
513,364
+45,961
| +10% | +$3.02M | 0.02% | 664 |
|
|
2021
Q1 | $29.6M | Sell |
467,403
-63,947
| -12% | -$3.79M | 0.02% | 552 |
|
|
2020
Q4 | $30.6M | Buy |
531,350
+106,703
| +25% | +$6.31M | 0.02% | 559 |
|
|
2020
Q3 | $25.9M | Sell |
424,647
-4,708
| -1% | -$278K | 0.02% | 512 |
|
|
2020
Q2 | $23.8M | Buy |
429,355
+252
| +0.1% | +$13.4K | 0.02% | 532 |
|
|
2020
Q1 | $19M | Buy |
429,103
+2,446
| +0.6% | +$170K | 0.02% | 512 |
|
|
2019
Q4 | $30.4M | Buy |
426,657
+3,087
| +0.7% | +$230K | 0.02% | 557 |
|
|
2019
Q3 | $31.5M | Buy |
423,570
+128,390
| +43% | +$9M | 0.03% | 484 |
|
|
2019
Q2 | $19.7M | Buy |
295,180
+42,502
| +17% | +$2.9M | 0.02% | 646 |
|
|
2019
Q1 | $18M | Sell |
252,678
-7,234
| -3% | -$479K | 0.02% | 641 |
|
|
2018
Q4 | $15.9M | Sell |
259,912
-39,866
| -13% | -$2.38M | 0.02% | 626 |
|
|
2018
Q3 | $16.5M | Buy |
299,778
+82,912
| +38% | +$4.57M | 0.01% | 721 |
|
|
2018
Q2 | $11.3M | Sell |
216,866
-49,524
| -19% | -$2.51M | 0.01% | 838 |
|
|
2018
Q1 | $13.4M | Sell |
266,390
-414
| -0.2% | -$20.6K | 0.01% | 756 |
|
|
2017
Q4 | $14.7M | Buy |
266,804
+19,377
| +8% | +$1.05M | 0.01% | 722 |
|
|
2017
Q3 | $13.7M | Sell |
247,427
-8,803
| -3% | -$489K | 0.01% | 722 |
|
|
2017
Q2 | $13.7M | Sell |
256,230
-44,621
| -15% | -$2.47M | 0.01% | 715 |
|
|
2017
Q1 | $17.4M | Sell |
300,851
-56,815
| -16% | -$3.29M | 0.02% | 608 |
|
|
2016
Q4 | $19.2M | Sell |
357,666
-91,628
| -20% | -$5.14M | 0.02% | 574 |
|
|
2016
Q3 | $29.1M | Buy |
449,294
+73,478
| +20% | +$4.85M | 0.03% | 437 |
|
|
2016
Q2 | $25.3M | Buy |
375,816
+11,270
| +3% | +$684K | 0.03% | 467 |
|
|
2016
Q1 | $22.1M | Buy |
364,546
+17,642
| +5% | +$982K | 0.02% | 460 |
|
|
2015
Q4 | $17.4M | Buy |
346,904
+58,160
| +20% | +$2.78M | 0.02% | 535 |
|
|
2015
Q3 | $13.3M | Buy |
288,744
+122,067
| +73% | +$5.51M | 0.02% | 599 |
|
|
2015
Q2 | $7.17M | Buy |
166,677
+146,460
| +724% | +$6.7M | 0.01% | 952 |
|
|
2015
Q1 | $1.01M | Sell |
20,217
-3,217
| -14% | -$161K | ﹤0.01% | 1641 |
|
|
2014
Q4 | $1.08M | Buy |
23,434
+8,889
| +61% | +$394K | ﹤0.01% | 1676 |
|
|
2014
Q3 | $575K | Buy |
14,545
+2,413
| +20% | +$103K | ﹤0.01% | 2016 |
|
|
2014
Q2 | $522K | Sell |
12,132
-37,081
| -75% | -$1.55M | ﹤0.01% | 2062 |
|
|
2014
Q1 | $1.95M | Sell |
49,213
-2,796
| -5% | -$111K | ﹤0.01% | 1347 |
|
|
2013
Q4 | $1.88M | Buy |
52,009
+17
| +0% | +$653 | ﹤0.01% | 1211 |
|
|
2013
Q3 | $2M | Sell |
51,992
-1,058
| -2% | -$42.9K | ﹤0.01% | 1171 |
|
|
2013
Q2 | $2.15M | Buy |
+53,050
| New | +$2.45M | ﹤0.01% | 1068 |
|
Other funds holding O
VPM
VCM
Bank of Montreal's O Position: Q2 2026 in Review
Bank of Montreal increased its Realty Income (O) stake by 3.4% in Q2 2026, buying an estimated $4.07M and bringing the position to 2,009,475 shares worth $125M. The position accounts for 0.04% of the portfolio, ranked #342.
Bank of Montreal first reported a position in O in Q2 2013 and has held it in 53 quarters since. The position peaked at $163M in Q2 2023. 1,216 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Bank of Montreal held 2,009,475 shares of Realty Income worth $125M as of Q2 2026.
- Bank of Montreal bought 65,341 Realty Income shares in Q2 2026, an estimated $4.07M.
- Realty Income made up 0.04% of Bank of Montreal's portfolio in Q2 2026, its #342 holding.
- Bank of Montreal first reported a position in Realty Income in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Realty Income position peaked at $163M in Q2 2023.
- 1,216 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.