Bank of Montreal
WSR

Bank of Montreal’s Whitestone REIT WSR Stock Holding History

Bank of Montreal’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,858
Closed -$136K – 3837
2025
Q2 		$136K Buy
10,858
+26
+0.2% +$331 ﹤0.01% 2917
2025
Q1 		$158K Buy
+10,832
New +$149K ﹤0.01% 2794
2024
Q4 		– Sell
-10,321
Closed -$139K – 3972
2024
Q3 		$139K Sell
10,321
-148
-1% -$1.99K ﹤0.01% 3153
2024
Q2 		$139K Buy
+10,469
New +$129K ﹤0.01% 3140
2023
Q3 		– Sell
-10,047
Closed -$98.8K – 4274
2023
Q2 		$98.8K Sell
10,047
-4,679
-32% -$42.2K ﹤0.01% 3453
2023
Q1 		$146K Buy
14,726
+3,852
+35% +$37.3K ﹤0.01% 3128
2022
Q4 		$105K Buy
10,874
+300
+3% +$2.76K ﹤0.01% 3350
2022
Q3 		$106 Sell
10,574
-36
-0.3% -$370 ﹤0.01% 3444
2022
Q2 		$117 Sell
10,610
-7,872
-43% -$94.6K ﹤0.01% 3419
2022
Q1 		$250K Sell
18,482
-282
-2% -$3.23K ﹤0.01% 3302
2021
Q4 		$190K Sell
18,764
-211,959
-92% -$2.06M ﹤0.01% 2974
2021
Q3 		$2.29M Buy
230,723
+7,814
+4% +$71.6K ﹤0.01% 1997
2021
Q2 		$1.87M Buy
222,909
+68,325
+44% +$614K ﹤0.01% 2097
2021
Q1 		$1.49M Buy
154,584
+11,331
+8% +$101K ﹤0.01% 1930
2020
Q4 		$1.14M Buy
143,253
+139,481
+3,698% +$1M ﹤0.01% 2155
2020
Q3 		$25K Sell
3,772
-1,282
-25% -$8.34K ﹤0.01% 3743
2020
Q2 		$33K Buy
5,054
+4,496
+806% +$28.6K ﹤0.01% 3625
2020
Q1 		$3K Sell
558
-694
-55% -$8.18K ﹤0.01% 3801
2019
Q4 		$17K Sell
1,252
-2,707
-68% -$37.2K ﹤0.01% 4390
2019
Q3 		$54K Sell
3,959
-35
-0.9% -$449 ﹤0.01% 3578
2019
Q2 		$52K Buy
3,994
+3,301
+476% +$41.4K ﹤0.01% 3672
2019
Q1 		$8K Sell
693
-1,379
-67% -$18.2K ﹤0.01% 3945
2018
Q4 		$26K Buy
2,072
+269
+15% +$3.65K ﹤0.01% 3556
2018
Q3 		$25K Sell
1,803
-8
-0.4% -$106 ﹤0.01% 3639
2018
Q2 		$22K Buy
1,811
+271
+18% +$3.13K ﹤0.01% 3715
2018
Q1 		$16K Buy
1,540
+600
+64% +$7.32K ﹤0.01% 3633
2017
Q4 		$13K Buy
940
+910
+3,033% +$12.9K ﹤0.01% 3709
2017
Q3 		$0 Hold
30
– – ﹤0.01% 4342
2017
Q2 		$0 Sell
30
-14,551
-100% -$182K ﹤0.01% 4315
2017
Q1 		$201K Buy
14,581
+2,570
+21% +$35.5K ﹤0.01% 2468
2016
Q4 		$161K Buy
12,011
+2,647
+28% +$35.6K ﹤0.01% 2588
2016
Q3 		$130K Sell
9,364
-1,693
-15% -$25.3K ﹤0.01% 2640
2016
Q2 		$166K Buy
11,057
+10,627
+2,471% +$145K ﹤0.01% 2567
2016
Q1 		$5K Buy
430
+407
+1,770% +$4.57K ﹤0.01% 3802
2015
Q4 		$0 Buy
+23
New +$277 ﹤0.01% 4446
2015
Q3 		– Sell
-8,093
Closed -$105K – 4180
2015
Q2 		$105K Buy
8,093
+3,190
+65% +$46.4K ﹤0.01% 2728
2015
Q1 		$78K Sell
4,903
-1,610
-25% -$25.3K ﹤0.01% 2748
2014
Q4 		$98K Buy
6,513
+218
+3% +$3.21K ﹤0.01% 2791
2014
Q3 		$87K Sell
6,295
-618
-9% -$9.22K ﹤0.01% 2893
2014
Q2 		$103K Buy
+6,913
New +$98.4K ﹤0.01% 2822
2013
Q4 		– Sell
-100
Closed -$1K – 3947
2013
Q3 		$1K Hold
100
– – ﹤0.01% 3736
2013
Q2 		$2K Buy
+100
New +$1.63K ﹤0.01% 3560

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Bank of Montreal's WSR Position: Q3 2025 in Review

Bank of Montreal sold out of Whitestone REIT (WSR) in Q3 2025, closing a stake of 10,858 shares — an estimated $136K sold.

Bank of Montreal first reported a position in WSR in Q2 2013 and held it in 42 quarters. The position peaked at $2.29M in Q3 2021. 207 funds tracked by Wall St. Rank hold WSR as of Q3 2025.

  • Bank of Montreal reported no remaining Whitestone REIT position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 10,858 Whitestone REIT shares in Q3 2025, an estimated $136K.
  • Bank of Montreal first reported a position in Whitestone REIT in Q2 2013 and held it in 42 quarters.
  • Bank of Montreal's Whitestone REIT position peaked at $2.29M in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.