BANK OF MONTREAL /CAN/
BankPosition in ARE — Alexandria Real Estate Equities, Inc.
CIK 927971
TORONTO, A6
Position in ARE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$29,004,290
+$6,447,887 QoQ
Shares Held
548,804
+12.9% QoQ
Ownership
0.315%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#39
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ARE Over Time
Shares Held
Position Value (USD)
Derivatives in ARE
reported options exposure · as of Sep 30, 2025CallValue
$591,714
CallShares
7,100
PutValue
$0
PutShares
0
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 - Office
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $62,456,309 across 15 REIT - Office names. ARE ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
This page
|
548,804 | $29,004,290 | |
| 2 | BXP |
BXP, Inc.
|
193,752 | $12,847,692 | |
| 3 | SLG |
Sl Green Realty Corp
|
193,237 | $10,003,877 | |
| 4 | VNO |
Vornado Realty Trust
|
75,179 | $2,954,533 | |
| 5 | CUZ |
Cousins Properties Inc
|
95,471 | $2,862,218 | |
| 6 | CDP |
Copt Defense Properties
|
29,361 | $1,068,444 | |
| 7 | KRC |
Kilroy Realty Corp
|
27,800 | $1,041,664 | |
| 8 | HIW |
Highwoods Properties, Inc.
|
26,255 | $791,849 |
All Filings in ARE
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,004,290 | 548,804 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $22,556,403 | 485,920 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $20,217,405 | 413,106 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $41,127,621 | 493,492 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $591,714 | 7,100 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $29,510,873 | 406,318 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $33,969,760 | 367,201 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,416,079 | 383,558 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $42,917,674 | 361,412 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $36,587,044 | 312,790 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $29,168,592 | 226,271 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $31,146,373 | 245,692 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $20,055,034 | 200,350 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $290,290 | 2,900 | Call | Defined | 2023-11-01 | |
| 2023-06-30 | $499,356 | 4,400 | Call | Defined | 2023-08-02 | |
| 2023-06-30 | $20,399,598 | 179,748 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $16,058,312 | 127,863 | Shares | Defined | 2024-06-13 | |
| 2023-03-31 | $540,037 | 4,300 | Call | Defined | 2024-06-13 | |
| 2022-12-31 | $15,137,880 | 103,919 | Shares | Defined | 2023-02-01 | |
| 2022-12-31 | $626,381 | 4,300 | Call | Defined | 2023-02-01 | |
| 2022-09-30 | $9,969,890 | 71,117 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $11,807,616 | 81,415 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $12,853,232 | 63,867 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $20,746,649 | 93,051 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $41,978,267 | 219,701 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $33,665,446 | 185,036 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $20,550,970 | 125,082 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,913,038 | 122,955 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $11,662,240 | 72,889 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $12,428,186 | 76,599 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $8,605,447 | 62,786 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||