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Disclosery

BANK OF MONTREAL /CAN/: SBRA position timeline

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

BANK OF MONTREAL /CAN/ held 471,246 SBRA 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 471,246 shares
    Change vs previous 13F +63,828 shares

    <0.01% of the 13F portfolio, value $9,194,009.

    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 407,418 shares
    Change vs previous 13F +69,057 shares

    <0.01% of the 13F portfolio, value $7,834,648.

    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 338,361 shares
    Change vs previous 13F -2,449,294 shares

    <0.01% of the 13F portfolio, value $6,408,558.

    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 2,787,655 shares
    Change vs previous 13F +211,686 shares

    0.02% of the 13F portfolio, value $51,961,890.

    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 2,575,969 shares
    Change vs previous 13F +1,827,361 shares

    0.02% of the 13F portfolio, value $47,500,869.

    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 748,608 shares
    Change vs previous 13F +30,784 shares

    0.01% of the 13F portfolio, value $13,078,183.

    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 717,824 shares
    Change vs previous 13F +651,346 shares

    0.01% of the 13F portfolio, value $12,432,712.

    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 66,478 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,225,855.

    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).