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Disclosery

BANK OF MONTREAL /CAN/: OHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on OHI, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 98,558 OHI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,558 shares
    Change vs previous 13F +3,986 shares

    <0.01% of the 13F portfolio, value $4,699,245.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 94,572 shares
    Change vs previous 13F +10,714 shares

    <0.01% of the 13F portfolio, value $4,144,145.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 83,858 shares
    Change vs previous 13F -170,665 shares

    <0.01% of the 13F portfolio, value $3,718,263.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 254,523 shares
    Change vs previous 13F -124,231 shares

    <0.01% of the 13F portfolio, value $10,745,960.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 378,754 shares
    Change vs previous 13F +297,742 shares

    0.01% of the 13F portfolio, value $13,881,334.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 81,012 shares
    Change vs previous 13F +3,562 shares

    <0.01% of the 13F portfolio, value $3,084,937.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 77,450 shares
    Change vs previous 13F -189,944 shares

    <0.01% of the 13F portfolio, value $2,931,483.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 267,394 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,784,000.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).