Bank of Montreal
REET icon

Bank of Montreal’s iShares Global REIT ETF REET Stock Holding History

Bank of Montreal’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Sell
364,913
-1,015,293
-74% -$27.5M ﹤0.01% 1156
2026
Q1 		$34.7M Sell
1,380,206
-20,762
-1% -$539K 0.01% 650
2025
Q4 		$35M Sell
1,400,968
-143,001
-9% -$3.61M 0.01% 672
2025
Q3 		$39.5M Sell
1,543,969
-406,207
-21% -$10.2M 0.02% 575
2025
Q2 		$48.2M Sell
1,950,176
-756,418
-28% -$18.3M 0.02% 443
2025
Q1 		$65.7M Sell
2,706,594
-140,000
-5% -$3.41M 0.03% 357
2024
Q4 		$68.2M Sell
2,846,594
-28
-0% -$715 0.03% 377
2024
Q3 		$75.8M Buy
2,846,622
+108,254
+4% +$2.74M 0.03% 362
2024
Q2 		$63.8M Buy
2,738,368
+4,609
+0.2% +$105K 0.02% 392
2024
Q1 		$64.8M Buy
2,733,759
+19,682
+0.7% +$461K 0.02% 377
2023
Q4 		$66.4M Sell
2,714,077
-20,419
-0.7% -$447K 0.02% 391
2023
Q3 		$62.8M Buy
2,734,496
+4,113
+0.2% +$94.2K 0.02% 355
2023
Q2 		$63.4M Sell
2,730,383
-8,000
-0.3% -$182K 0.02% 340
2023
Q1 		$62.8M Buy
2,738,383
+21,122
+0.8% +$499K 0.03% 322
2022
Q4 		$65M Buy
2,717,261
+133,840
+5% +$2.98M 0.03% 323
2022
Q3 		$62.4K Buy
2,583,421
+7,295
+0.3% +$180K 0.03% 315
2022
Q2 		$63.7K Buy
2,576,126
+179,100
+7% +$4.77M 0.03% 331
2022
Q1 		$71.6M Buy
2,397,026
+83,450
+4% +$2.38M 0.03% 352
2021
Q4 		$70.8M Buy
2,313,576
+158,800
+7% +$4.64M 0.04% 343
2021
Q3 		$59.9M Buy
2,154,776
+854,733
+66% +$24.5M 0.03% 498
2021
Q2 		$36.6M Buy
+1,300,043
New +$35.5M 0.02% 623
2020
Q2 		– Sell
-140
Closed -$2K – 4795
2020
Q1 		$2K Sell
140
-15,355
-99% -$392K ﹤0.01% 3879
2019
Q4 		$428K Hold
15,495
– – ﹤0.01% 2762
2019
Q3 		$435K Buy
15,495
+787
+5% +$21.5K ﹤0.01% 2488
2019
Q2 		$392K Hold
14,708
– – ﹤0.01% 2563
2019
Q1 		$393K Buy
+14,708
New +$379K ﹤0.01% 2404

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Bank of Montreal's REET Position: Q2 2026 in Review

Bank of Montreal reduced its iShares Global REIT ETF (REET) stake by 74% in Q2 2026, selling an estimated $27.5M and leaving 364,913 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Bank of Montreal first reported a position in REET in Q1 2019 and has held it in 26 quarters since. The position peaked at $75.8M in Q3 2024. 295 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Bank of Montreal held 364,913 shares of iShares Global REIT ETF worth $10.1M as of Q2 2026.
  • Bank of Montreal sold 1,015,293 iShares Global REIT ETF shares in Q2 2026, an estimated $27.5M.
  • iShares Global REIT ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1156 holding.
  • Bank of Montreal first reported a position in iShares Global REIT ETF in Q1 2019 and has held it in 26 quarters since.
  • Bank of Montreal's iShares Global REIT ETF position peaked at $75.8M in Q3 2024.
  • 295 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.