BANK OF MONTREAL /CAN/

Bank

Position in DLR — Digital Realty Trust, Inc.

CIK 927971 TORONTO, A6

Back to DLR Full portfolio

Position in DLR

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$37,965,559

-$955,760 QoQ

Shares Held

210,674

-16.3% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84.9568527677834.ToString("F0")% Shared 0.ToString("F0")% None 15.043147232216599.ToString("F0")%

Common Shares in DLR Over Time

Shares Held

Position Value (USD)

Derivatives in DLR

reported options exposure · as of Mar 31, 2024

CallValue

$1,253,148

CallShares

8,700

PutValue

$835,432

PutShares

5,800

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 Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $358,758,231 across 13 REIT - Specialty names. DLR ranks #5 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	88,699	$86,946,303
2	AMT	American Tower Corp /Ma/	479,074	$82,678,586
3	CCI	Crown Castle Inc.	583,392	$47,435,599
4	IRM	Iron Mountain Inc	406,013	$41,470,164
5	DLR	Digital Realty Trust, Inc. This page	210,674	$37,965,559
6	WY	Weyerhaeuser Co	992,791	$24,253,880
7	SBAC	Sba Communications Corp	97,383	$16,760,585
8	GLPI	Gaming & Leisure Properties, Inc.	288,363	$12,794,663

All Filings in DLR

Export CSV

34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,965,559	210,674	-16.3%	Shares	Defined	2026-05-13
2025-12-31	$38,921,319	251,576	+5.4%	Shares	Defined	2026-02-12
2025-09-30	$41,265,415	238,694	+16.4%	Shares	Defined	2025-11-13
2025-06-30	$35,746,015	205,048	-11.3%	Shares	Defined	2025-08-05
2025-03-31	$33,133,659	231,235	-29.2%	Shares	Defined	2025-05-13
2024-12-31	$57,920,231	326,624	+7.2%	Shares	Defined	2025-02-13
2024-09-30	$49,286,941	304,560	-44.1%	Shares	Defined	2024-11-13
2024-06-30	$82,777,690	544,411	+79.6%	Shares	Defined	2024-08-14
2024-03-31	$43,659,386	303,106	+3384.0%	Shares	Defined	2024-05-13
2024-03-31	$1,253,148	8,700	+50.0%	Call	Defined	2024-05-13
2024-03-31	$835,432	5,800	+93.3%	Put	Defined	2024-05-13
2023-12-31	$403,740	3,000	-99.1%	Put	Defined	2024-02-08
2023-12-31	$43,509,172	323,296	+7.3%	Shares	Defined	2024-02-08
2023-09-30	$36,475,426	301,400	+9946.7%	Shares	Defined	2023-11-01
2023-09-30	$363,060	3,000	-94.0%	Put	Defined	2023-11-01
2023-06-30	$5,693,500	50,000	-78.6%	Put	Defined	2023-08-02
2023-06-30	$26,567,007	233,310	+667.5%	Shares	Defined	2023-08-02
2023-03-31	$2,988,624	30,400	-86.3%	Put	Defined	2024-06-13
2023-03-31	$21,794,931	221,696	-16.8%	Shares	Defined	2024-06-13
2022-12-31	$26,727,669	266,557	+4.5%	Shares	Defined	2023-02-01
2022-09-30	$25,300,618	255,098	+4.7%	Shares	Defined	2022-11-10
2022-06-30	$31,618,536	243,538	+3.3%	Shares	Defined	2022-08-11
2022-03-31	$33,434,594	235,787	-32.1%	Shares	Defined	2022-05-12
2021-12-31	$61,417,220	347,245	-65.6%	Shares	Defined	2022-02-11
2021-09-30	$145,880,340	1,009,902	+85.1%	Shares	Defined	2021-11-12
2021-06-30	$82,080,891	545,533	+2357.4%	Shares	Defined	2021-08-12
2021-03-31	$3,126,648	22,200	-91.8%	Call	Defined	2021-05-13
2021-03-31	$37,967,785	269,581	-10.5%	Shares	Defined	2021-05-13
2020-12-31	$42,041,058	301,348	+59.8%	Shares	Defined	2021-02-12
2020-09-30	$27,680,988	188,614	+654.5%	Shares	Defined	2020-11-12
2020-09-30	$3,669,000	25,000	0.0%	Put	Defined	2020-11-12
2020-09-30	$3,669,000	25,000	-86.5%	Call	Defined	2020-11-12
2020-06-30	$26,408,157	185,829	+29.3%	Shares	Defined	2020-08-12
2020-03-31	$19,962,615	143,709	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.