Bank of Montreal
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Bank of Montreal’s ALPS Active REIT ETF REIT Stock Holding History

Bank of Montreal’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-790
Closed -$21.5K – 3696
2024
Q4 		$21.5K Buy
+790
New +$22.5K ﹤0.01% 3246

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
ACMA
Arbor Capital Management (Alaska) Anchorage, Alaska $123M AUM 17.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Bank of Montreal's REIT Position: Q1 2025 in Review

Bank of Montreal sold out of ALPS Active REIT ETF (REIT) in Q1 2025, closing a stake of 790 shares — an estimated $21.5K sold.

Bank of Montreal first reported a position in REIT in Q4 2024 and held it in 1 quarter. The position peaked at $21.5K in Q4 2024. 23 funds tracked by Wall St. Rank hold REIT as of Q1 2025.

  • Bank of Montreal reported no remaining ALPS Active REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 790 ALPS Active REIT ETF shares in Q1 2025, an estimated $21.5K.
  • Bank of Montreal first reported a position in ALPS Active REIT ETF in Q4 2024 and held it in 1 quarter.
  • Bank of Montreal's ALPS Active REIT ETF position peaked at $21.5K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.