BANK OF MONTREAL /CAN/
BankPosition in FR — First Industrial Realty Trust Inc
CIK 927971
TORONTO, A6
Position in FR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,473,427
+$283,344 QoQ
Shares Held
40,343
+6.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Derivatives in FR
reported options exposure · as of Jun 30, 2026CallValue
$1,287,510
CallShares
21,000
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 - Industrial
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $484,561,457 across 13 REIT - Industrial names. FR ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,890,501 | $391,576,167 | |
| 2 | PSA |
Public Storage
|
132,352 | $42,128,961 | |
| 3 | EXR |
Extra Space Storage Inc.
|
159,331 | $23,150,792 | |
| 4 | STAG |
STAG Industrial, Inc.
|
200,275 | $7,622,463 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
176,901 | $5,926,183 | |
| 6 | LINE |
Lineage, Inc.
|
96,459 | $4,171,851 | |
| 7 | COLD |
Americold Realty Trust
|
163,339 | $2,567,687 | |
| 8 | FR |
First Industrial Realty Trust Inc
This page
|
40,343 | $2,473,427 |
All Filings in FR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,473,427 | 40,343 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $1,287,510 | 21,000 | Call | Defined | 2026-08-12 | |
| 2026-03-31 | $2,190,083 | 37,858 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,145,848 | 37,469 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,164,528 | 61,483 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,266,471 | 171,753 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $3,271,213 | 60,623 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,911,140 | 78,020 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,742,902 | 84,725 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $26,564,359 | 559,132 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,412,038 | 103,008 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,574,274 | 105,834 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $4,918,567 | 103,353 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $31,489,403 | 598,203 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $30,956,227 | 581,884 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $3,430,849 | 71,091 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $2,005,694 | 44,760 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,621,251 | 34,146 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,395,635 | 22,543 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,696,903 | 25,633 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $23,003,837 | 441,702 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $23,527,940 | 450,468 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $17,231,324 | 376,312 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,199,625 | 289,571 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $11,250,264 | 282,670 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $12,052,822 | 313,549 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $13,897,516 | 418,222 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||