Position in DEI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$150,425
+$48,540 QoQ
Shares Held
12,748
+17.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#194
of 282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in DEI Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $62,456,309 across 15 REIT - Office names. DEI ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
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 DEI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,425 | 12,748 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $101,885 | 10,816 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $125,560 | 11,425 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $374,083 | 24,026 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $579,670 | 38,542 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $608,208 | 38,013 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $594,605 | 32,037 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $524,638 | 29,860 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $385,190 | 28,940 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $408,761 | 29,471 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $411,378 | 28,371 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $592,203 | 46,411 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,492,497 | 118,735 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,325,177 | 107,476 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $409,294 | 26,103 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $369,446 | 20,605 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $857,129 | 38,299 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $883,756 | 26,444 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $987,813 | 29,487 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $61,961,129 | 1,960,175 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $55,863,326 | 1,661,610 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $58,202,945 | 1,853,597 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $109,172,970 | 3,741,363 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,413,731 | 56,324 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,810,501 | 59,051 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,055,701 | 67,378 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||