Bank of Montreal’s Realty Income O Stock Holding History

Bank of Montreal’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	-$406	–	4321
2022 Q2	$406	Buy	+5,800	New	+$398K	﹤0.01%	2816

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bank of Montreal increased its Realty Income (O) stake by 105% in Q1 2026, buying an estimated $62.4M and bringing the position to 1,944,134 shares worth $119M. The position accounts for 0.04% of the portfolio, ranked #329.

Bank of Montreal first reported a position in O in Q2 2013 and has held it in 52 quarters since. The position peaked at $163M in Q2 2023. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

Bank of Montreal held 1,944,134 shares of Realty Income worth $119M as of Q1 2026.
Bank of Montreal bought 997,324 Realty Income shares in Q1 2026, an estimated $62.4M.
Realty Income made up 0.04% of Bank of Montreal's portfolio in Q1 2026, its #329 holding.
Bank of Montreal first reported a position in Realty Income in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Realty Income position peaked at $163M in Q2 2023.
1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

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