BANK OF MONTREAL /CAN/

Bank

Position in AMT — American Tower Corp /Ma/

CIK 927971 TORONTO, A6

Back to AMT Full portfolio

Position in AMT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$83,758,633

+$1,080,047 QoQ

Shares Held

512,066

+6.9% QoQ

Ownership

0.110%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#106

of 1,740 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in AMT Over Time

Shares Held

Position Value (USD)

Derivatives in AMT

reported options exposure · as of Jun 30, 2026

CallValue

$130,856

CallShares

800

PutValue

$81,785

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $479,880,634 across 14 REIT - Specialty names. AMT ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	152,993	$159,478,369
2	AMT	American Tower Corp /Ma/ This page	512,066	$83,758,633
3	IRM	Iron Mountain Inc	453,715	$57,308,738
4	CCI	Crown Castle Inc.	686,554	$51,992,732
5	DLR	Digital Realty Trust, Inc.	280,567	$50,384,219
6	WY	Weyerhaeuser Co	1,183,412	$28,330,879
7	SBAC	Sba Communications Corp	121,303	$21,405,123
8	GLPI	Gaming & Leisure Properties, Inc.	307,652	$13,699,741

All Filings in AMT

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$83,758,633	512,066	+6.9%	Shares	Defined	2026-08-12
2026-06-30	$81,785	500	-99.2%	Put	Defined	2026-08-12
2026-06-30	$130,856	800	-88.6%	Call	Defined	2026-08-12
2026-03-31	$82,678,586	479,074	-14.4%	Shares	Defined	2026-05-13
2025-12-31	$98,256,341	559,642	-2.7%	Shares	Defined	2026-02-12
2025-09-30	$110,626,692	575,222	+1.9%	Shares	Defined	2025-11-13
2025-06-30	$124,744,125	564,402	-8.1%	Shares	Defined	2025-08-05
2025-03-31	$133,629,028	614,104	-10.9%	Shares	Defined	2025-05-13
2024-12-31	$126,480,448	689,605	-23.1%	Shares	Defined	2025-02-13
2024-09-30	$208,426,547	896,227	-6.1%	Shares	Defined	2024-11-13
2024-06-30	$185,441,627	954,016	+12.8%	Shares	Defined	2024-08-14
2024-03-31	$167,094,153	845,661	-3.1%	Shares	Defined	2024-05-13
2023-12-31	$188,493,677	873,141	+39.7%	Shares	Defined	2024-02-08
2023-09-30	$102,749,509	624,807	-11.7%	Shares	Defined	2023-11-01
2023-09-30	$1,151,150	7,000	-84.4%	Call	Defined	2023-11-01
2023-06-30	$137,153,783	707,197	-4.5%	Shares	Defined	2023-08-02
2023-06-30	$8,688,512	44,800	+531.0%	Call	Defined	2023-08-02
2023-03-31	$151,272,285	740,297	-4.5%	Shares	Defined	2024-06-13
2022-12-31	$164,264,165	775,343	+47.5%	Shares	Defined	2023-02-01
2022-12-31	$1,504,206	7,100	+9.2%	Call	Defined	2023-02-01
2022-09-30	$112,885,607	525,783	-12.5%	Shares	Defined	2022-11-10
2022-06-30	$1,661,335	6,500	-80.8%	Call	Defined	2022-08-11
2022-06-30	$153,619,299	601,038	-56.9%	Shares	Defined	2022-08-11
2022-03-31	$350,468,979	1,395,068	+21.3%	Shares	Defined	2022-05-12
2021-09-30	$305,326,598	1,150,396	-3.6%	Shares	Defined	2021-11-12
2021-06-30	$322,264,050	1,192,952	+53.4%	Shares	Defined	2021-08-12
2021-03-31	$185,895,921	777,612	-9.9%	Shares	Defined	2021-05-13
2021-03-31	$8,080,228	33,800	—	Call	Defined	2021-05-13
2020-12-31	$193,716,159	863,032	+22.4%	Shares	Defined	2021-02-12
2020-12-31	$13,467,600	60,000	-52.0%	Put	Defined	2021-02-12
2020-09-30	$30,216,250	125,000	—	Put	Defined	2020-11-12
2020-09-30	$170,399,582	704,917	+5.2%	Shares	Defined	2020-11-12
2020-06-30	$173,262,645	670,158	-10.4%	Shares	Defined	2020-08-12
2020-03-31	$162,923,596	748,214	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.