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Disclosery

BANK OF MONTREAL /CAN/: XLRE position timeline

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

BANK OF MONTREAL /CAN/ held 65,647 XLRE 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 65,647 shares
    Change vs previous 13F +1,711 shares

    <0.01% of the 13F portfolio, value $2,890,438.

    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 63,936 shares
    Change vs previous 13F +8,930 shares

    <0.01% of the 13F portfolio, value $2,610,507.

    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 55,006 shares
    Change vs previous 13F -1,763 shares

    <0.01% of the 13F portfolio, value $2,219,492.

    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 56,769 shares
    Change vs previous 13F +1,653 shares

    <0.01% of the 13F portfolio, value $2,391,679.

    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 55,116 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $2,282,905.

    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 55,079 shares
    Change vs previous 13F +49,291 shares

    <0.01% of the 13F portfolio, value $2,305,058.

    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 5,788 shares
    Change vs previous 13F -24,788 shares

    <0.01% of the 13F portfolio, value $235,389.

    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 30,576 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,354,211.

    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).