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
– Sell
-11,500
Closed -$704K – 3997
2026
Q1
$704K Buy
+11,500
New +$720K ﹤0.01% 2226
2023
Q3
– Sell
-8,000
Closed -$491K – 4104
2023
Q2
$491K Buy
+8,000
New +$488K ﹤0.01% 2614
2022
Q3
– Sell
-5,800
Closed -$406K – 4321
2022
Q2
$406K Buy
+5,800
New +$398K ﹤0.01% 2816

Other funds holding O

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. 1,464 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.
  • 1,464 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.