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Disclosery

BANK OF MONTREAL /CAN/: UDR position timeline

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

BANK OF MONTREAL /CAN/ held 623,411 UDR 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 623,411 shares
    Change vs previous 13F -27,957 shares

    0.01% of the 13F portfolio, value $24,886,567.

    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 651,368 shares
    Change vs previous 13F +220,384 shares

    0.01% of the 13F portfolio, value $22,003,212.

    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 430,984 shares
    Change vs previous 13F +17,862 shares

    0.01% of the 13F portfolio, value $15,808,493.

    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 413,122 shares
    Change vs previous 13F +25,464 shares

    0.01% of the 13F portfolio, value $15,392,926.

    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 387,658 shares
    Change vs previous 13F -77,897 shares

    0.01% of the 13F portfolio, value $15,828,076.

    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 465,555 shares
    Change vs previous 13F -34,910 shares

    0.01% of the 13F portfolio, value $21,029,119.

    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 500,465 shares
    Change vs previous 13F +57,231 shares

    0.01% of the 13F portfolio, value $21,725,185.

    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 443,234 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,941,097.

    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).